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  1. Due to the fact that "Updated inventory selling price is reflected when the next repeated invoice is generated." (Please vote for this idea too) has not been implemented. You need to manually go into every repeating invoice and reselect the (same) inventory item for the price to update to the current inventory price. I think it is a bug, but support tell me it is the designed way. The existing QTY gets reset to 1. This is super annoying as you need to remember was the existing QTY was and then update it again and not make mistakes. If you…

    2 votes

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  2. When you update the inventory selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice. Please have an option box on the repeated invoice that allows inventory price updates on generation. Currently waste hours and hours and make mistakes every time an inventory item changes price. Logged support cases about this for years but trying here now. Huge time saver.

    2 votes

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  3. Give us a summary snapshot for a contact. Example: Jane Doe Total Profit (or Loss), Total Number of Transactions, or something that makes sense to have available.

    Also, please allow us to sort tables by date in transactions...

    1 vote

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  4. I want more decimal places on the Line Amount and Invoice Total to display as follow:
    1.7568 x 25.12 = 44.1309

    I can get it to show 44.1300 but I want to set it up to show 44.1309

    3 votes

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  5. Currently Xero allows bank accounts to be denominated in foreign currencies other than the base currency, but doesn’t allow this for other types of assets and liabilities

    The net effect of this is that a business trading across multiple jurisdictions and multiple currencies cannot use Xero to produce accurate financial statements

    For example, let’s say that I operate a hotel business and that I own properties in a number of different countries and currencies. Assume that my base currency is EUR but let’s say that I also trade in Mauritius (MRU).

    Now assume that I want to buy a new…

    2 votes

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  6. When you email a credit note direct to Xero it doesn't pick up that that is what it is, creates a normal bill

    2 votes

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  7. Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.

    1 vote

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  8. Hi there, I would like to be able to assign line items (that are the same) on a bill to multiple customers.

    i.e. 2 x oil filters, assign ONE of each to separate customers without having to enter them on separate lines on the bill to do so.

    Also, when creating an invoice and viewing "items to assign to a customer" I would like to be able to see the Supplier AND their invoice number in that list.

    2 votes

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  9. Apparently this functionality is enabled on the AU payroll system, but not NZ!

    Essentially, it would be great if an employee's annual salary figure could be displayed on their payslips. Given that this is already an option within Xero Payroll for Australia, surely this is an easy addition for Xero Payroll for New Zealand.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  10. In the New Invoicing when you print a Packing Slip, it isn't populating the address from the contact details. So, we just need the address that is saved in Contacts to populate the Packing Slip, rather than leaving it blank.
    Many thanks

    2 votes

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  11. Set up the ability to bulk edit the "Description" field under the "Find & recode" option.

    2 votes

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  12. It would be great for us as Accountants to be able to help reset MFA for our clients when we are the subscriber of the Xero file! So many clients have issues with getting a new device etc. and often come to us first to get help with their Xero file so WHY can't accountants be given the ability to reset this for users!
    Very frustrating having to refer them onto Xero help - especially when they show up in the office wanting help and we have to send them away.

    2 votes

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  13. 2 votes

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  14. Be able to change the branding theme without editing the invoice or unlocking the date

    3 votes

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  15. Can we have the option to set to default buttons/selections when completing an invoice please?

    I do not need to email all of my invoices yet have to click through to select just approve.

    This is a small thing in the grand scheme but when processing lots of invoices it is another thing that slows the process down, along with the 'too many clicks/tabs' issue.

    Hopefully the new invoicing can be updated so it is a smooth process like the old style for tabbing and clicking through.

    6 votes

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  16. New Invoicing - I need to print invoices regularly for counter sale customers. Using new invoicing it used to open a new chrome tab when you clicked Print PDF from there you could print or download the invoice easy.

    In a recent update (See link https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47646932-new-invoicing-print-pdf-option) the Print button now only allows you to Download invoices.

    Please revert to the old system where printing or downloading took the same number of clicks

    or

    • Change the current Print PDF button to read "Download PDF"
    • Add a new "Print PDF" Button that actually prints the invoice.
    11 votes

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  17. Bank Reconciliation - The colour used for Xero AI Matching for the fund received

    Facts: Xero AI tool tries to match the funds received with the related invoices to ease the user's reconciliation. The matching set in green

    Issue: The green colour used has confused some users who think green is correct suggestion so they click OK button to reconcile the transaction, but it's not always right. This issue has made the AR Details report is incorrect

    Suggestion: Is it possible to recode the suggest match in different colour or enable a notification to warn the user to double check…

    1 vote

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  18. Ability to sort line items of a project invoice in date order rather than stage.

    7 votes

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  19. I am a jeweller that sells my products both wholesale and at a retail sales price. It would be really useful to be able to have two adjustable prices for one product, in addition to the cost price, so that my stock levels and accounting don't get confused. I am sure this would be a useful feature for many product based businesses.

    2 votes

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  20. Here is edited history output for classic invoicing.

    Invoice sent 26 Mar 2024 9:01 am
    Approved 26 Mar 2024 9:01 am
    Created 26 Mar 2024 9:01 am

    Here is edited output for the same invoice in "New Invoicing"

    Sent by Accounts 25 Mar 2024
    Approved by Accounts 25 Mar 2024
    Created by xxxxx 25 Mar 2024

    Two questions.
    1. Why can't a timestamp be included?
    2. Why does the date displayed not honour local timezone like classic invoicing?

    Come on Xero. Please fix this before classic invoicing is retired.

    Or leave classic invoicing as it is.

    2 votes

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