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  1. Is it possible to move the delete button away from approve button in Sales Overview.
    When approving invoices, have too be very careful with delete button right beside approve.

    Cheers
    Gene

    5 votes

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  2. New Invoicing - have the document name of invoice include who it is from.

    PDF will show INV-02335OrangeCross.pdf
    INV-[inv number]_[organization ref max 10char].pdf

    Great for me as an exporter of invoices but more importantly as an importer

    4 votes

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  3. can you make the selection of multiple files possible when adding images to invoices please. i have to navigate to my phones picture folder when i am invoicing out my expenses for the month. i have to attach copies of my receipts to the invoice and its painful only being able to add them one at a time.

    7 votes

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  4. This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.

    2 votes

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  5. Move the "add last items" in the invoicing screen. Half the time the Billable items button comes up first in its place, but then moves to a lower point on the screen. The problem is if you click on it before it moves to the lower point on screen or just as it does, you end up with the last invoiced items on the invoice that you don't want.

    3 votes

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  6. Whenever I enter an invoice for a new customer, which is quite often, it always annoys me that the 'Add new contact' pop-up doesn't have postcode search in it.

    So I end up adding a contact and their email, saving then going into contacts in a new tab to complete their address from their postcode.

    Just add lookup to the contact details in add quote/invoice/etc wherever there is a postcode field.

    2 votes

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  7. To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.

    1. Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.

    A. Using a Third-Party Integration App
    Search for ZATCA-Compliance Apps:

    Go to Xero Marketplace and…

    6 votes

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  8. Bank feeds are critical to a business's accounting system.
    Detail on those feeds is also critical.
    BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
    See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
    The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
    The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
    Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…

    1 vote

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  9. Fixed Assets - Tax Pooling Depreciation. Australia has a feature to put assets into pools and calculate depreciation. This would be very useful in NZ

    5 votes

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  10. When adding bills with mixed GST/GST-free items to an invoice as a single line, please preserve the tax attributions (proportions) of the items in the billable expense.

    Example: If I want to invoice a billable expense to a client from a purchase made at Coles Supermarket, the expense will contain some items that attract GST and others that do not.

    These are correctly recorded in the bill (spend money transaction), but when this bill is added to an invoice as a single line, the GST/GST-free portions of the bill are lost. (And tax is applied to the total…

    3 votes

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  11. Bank Feed for Shopify
    I know that there is a Shopify Xero integration but i need a Shopify Xero bank feed only. Is it possible to get one set up?

    3 votes

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  12. Please add to Hubdoc conversion and to bank feeds Rayne State Bank out of Rayne Louisiana.

    1 vote

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  13. Banking Feed Login - Direct Xero Notification

    I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.

    2 votes

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    Appreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.

  14. Running Unrealised Gain and losses report for tracking categories

    4 votes

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  15. It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.

    I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).

    7 votes

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    Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.

    I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.

  16. When a client changes their GST taxable periods (e.g. 2-monthly to 6-monthly filing) they often need to file a return for a non-standard number of months to align with their balance date (e.g. 4-month GST return). It would be nice to be able to change the GST period settings in Xero to allow for the non-standard GST return to be filed directly from Xero.

    3 votes

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  17. Small Business Corporations (SBC's) can, under certain circumstances, depreciate assets in a 3-year schedule as follows:

    • 1st year: 50%
    • 2nd year: 30%
    • 3rd year: 20%

    See the attached document, under 4.2.

    Currently, this is not possible (I checked with Support).

    I expect this to work within Xero, as it is a regular tax rule in South Africa.

    Adding this schedule for South Africa would be extremely useful and important, as we now have to do the depreciation outside of Xero.

    16 votes

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  18. When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
    If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
    BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
    This means that I have to…

    20 votes

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  19. LSL liability calculations are currently handled externally to Xero.

    It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. List prepayments separately from "Awaiting payment" report in Dashboard.
    At the moment, prepayments are lumped together with "Awaiting payment" reports in Dashboard. This gives a wrong view of the actual number of invoices that are awaiting payment. Please list prepayments separately on a different line.

    11 votes

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