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  1. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Hi I need a detailed report like the Payroll transaction list report that also includes the account code the amount was posted too. I want to reconcile the journal posting to the Indvidual's so i can see who is incorrectly setup.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  3. Please please can we have a feed for personal revolut cards

    3 votes

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  4. Currently you can only view the official submission receipts and their associated IRmark via an XML file. It would be nice to see this in a more user friendly manner and without all the associated coding tags and data.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.

    This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.

    This issue needs to be fixed.

    3 votes

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  6. Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.

    3 votes

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  7. Xero Inventory Plus should be an option, similar to Expenses and Projects, for any/all users regardless of roles. I need everyone on my team to see where our inventory stands.

    3 votes

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  8. A function within Find and Recode that can split code each transaction by a percentage.

    This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.

    Account | Tax Rate | Percentage
    Add another line

    3 votes

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  9. Whilst creating or editing "normal" bills, archived Products and Services don't appear in the Item pick lists to choose from. However, when creating or editing Repeating Bills ALL the Products and Services appear in the Item pick lists, irrespective of whether they're active or archived.

    With many Products and Services archived (we have to renew them all annually), this makes the resetting of our Repeating Bills very labourious and makes the chances of making errors many times greater, as we can accidently choose archived Products and Services.

    This looks to be a bug in the system that needs rectifying quickly.

    3 votes

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  10. GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.

    3 votes

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  11. Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
    Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.

    3 votes

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    Hi everyone, while we do have lock dates that'll allow you to stop changes being made to transactions during a past period. We appreciate there are improvements you'd like to see in lock dates that'd further enhance these for you. We don't have any plans for this change atm but we'll keep a track of the interest here and share if there are any changes planned. 

  12. Payroll Employee Summary Report

    Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  13. At the moment I cannot email end of year CIS statements through Xero to contractors like I can for monthly CIS statements.

    It would be very helpful to have this facility as I have to download PDF for EACH contractor (which can be very time consuming) and email individually at year end.

    This is a requirement as a CIS main contractor, so should be automated and easier for us to do this. Thanks

    3 votes

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  14. Bank Reconciliation - Export/Import to transfer data from one organisation to another

    3 votes

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  15. Currently when we are submitting expense claims we have to scroll through all our past projects to find the project we need to assign an expense to. We would like a simple search bar placed at the top of this list so we can start typing and the relevant projects will come up as an option.

    3 votes

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  16. Sorting bills or invoices under contacts by bill/invoice number or date or due date or reference, etc., Previously I believe that this was possible, now the only column is date and that's pretty annoying when looking for a particular bill number, etc.,

    3 votes

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  17. US Xero Clients have Avalara built into Xero as the Auto Sales Tax feature. With legislation changing significantly around Sales Tax in the US, Canadian Companies who sell into the US would really benefit from having the same feature available to them.

    3 votes

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  18. Please include the Sales Tax Exemption field as a column in the Contact csv template/import.

    The new auto tax feature appears to utilize this field, and having to go to each contact through Xero, one at a time, to edit and update this field is very time consuming. Too many clicks to update a field for every customer contact a client has.

    Tax affects all customers. It would be beneficial when rolling out new features such as this to consider what needs to be done to make such a feature truly work and be efficient. The ability to do mass…

    3 votes

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  19. Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:

    1. There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.

    2. The expense files are saved in the fie library, however, the names I have given…

    3 votes

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