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  1. It would assist us if the Leave Accrued Report could also show the employee's start date. Long Service Leave is only applicable to staff from the 5 or 10 year mark for us in NSW but to ascertain whether staff are eligible for it is requiring external spreadsheets that have to be manually adjusted each month. Xero already has the functionality to enable this so it can't be hard to action.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. It would assist to have discontinued tracking categories no longer showing on drop down menus for reports. We have several categories that are no longer in use but still show up on reporting options.

    4 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your idea and sharing in the forums here, Rachel.

    Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.

    Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.

  3. We are a small business that has just started using Xero, but already have 400+ contacts. Would love the ability to filter the contact list. For example, filter by country (show me all contacts in the UK, USA, etc.), filter by creation date or updated date (show me all contacts created in the last 30 days), etc.

    There is no way to sort and filter the contacts, just endless scrolling through a long list.

    Functionality feature that may not be critical to business operations, but it would make life a bit easier!

    4 votes

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    Hi Brian, appreciate it's not a direct filter option like you're asking here however if you often need to filter by say country or another aspect of your Contact perhaps you may consider creating Contact groups? This way you'd be able to click on the group within contacts when you need.

    Being open we don't have any direct plans for adding more filtering to the Contact list atm, but we'll continue to track your idea here and share if there are any plans made.

  4. Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. We have 3 Belgian customers who are unable to used Xero as there is no connection with Belgium tax authorities, comparable with the HMRC in the UK for MTD VAT returns. If Xero truly want to be a global accounting solution, with Group structures having multiple geographical entities, they need to provide more global support/interaction to avoid clients moving away to alternative solutions.

    4 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  6. We have monthly invoices and we have multiple lines, sometimes 100+. With the new invoicing, the approve button is at the top of the screen and I have to scroll to the top every time I got to check the total prior to approving. Can you please make the 'approve' ribbon fixed at the top of the screen when you scroll down?

    4 votes

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    Thanks for your feedback, Dane. This isn't something we have direct plans around atm and we'll track the interest in having this option as a floating button, here.

    You may find using the 'Home' button on your keyboard helps to quickly navigate back to the top of page for now.

  7. Business snapshot - link to default custom Profit & Loss Report

    We use a custom Profit & Loss Report which is default.
    Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
    Can the Business snapshot be changed to link to the custom default reports?

    4 votes

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  8. Hi, I would like to be able to complete quotes correctly please. So for example, QU-6767 was accepted by the customer. The customer later decided that only one line of the quote was required, which was invoiced. I would now like to mark the remaining part of the quote as declined.

    It would therefore be helpful to have more options for the quotes system, to be able to mark the quote as partially invoiced and the remaining as declined, even after the quote has been accepted.

    I create monthly reports of accepted, declined and invoiced quotes. It would be helpful…

    4 votes

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  9. Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.

    When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.

    4 votes

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    Hi team, appreciate your feedback and wanting consistency between the web and mobile functionality.

    While I can confirm our product team are aware and across the idea here we want to be honest that we don't have immediate plans for developing the ability to add amount discounts within the Xero Accounting app.

    We'll keep tracking the votes and interest through this idea and update you if there's any news to share.

  10. I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.

    4 votes

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  11. I wish you could add a new GL account to the COA right from the "create" tab of the match transactions page instead of having to click through to "add details" to access that function

    4 votes

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    Hi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.

    We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Ability to send or check remittances from individual contact page
    When a supplier requests a copy remittance it would be easier to be able to go into their contact page and check/send a remittance from there instead of having to look at the batch remittance and send from there.

    4 votes

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  13. 4 votes

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  14. add specific tiles to xero Dashboard from Business Snapshot.

    I would like on my dashboard 3 main tiles
    1. Revenue by month, 3 mths 6 and 12 months shown as options
    2. Expenses the same
    3. Financial Position this year by Rev, Expenses & Profit.
    Is this doeable???

    4 votes

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  15. Where you have multiple legal entities that are able to lodge a consolidated BAS/GST return for the Group, having an ability to lodge the one return from Xero, without having to manually consolidate the various legal entities data outside of Xero via excel or some other means.

    4 votes

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  16. I would like to have the option to run an income statement with categories sorted by Descending/Ascending order and not just alphabetical.

    4 votes

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  17. The ability to print receipts for batch payments is desperately needed.

    Currently there is no way to print a receipt for batch payments. There is only the ability to email receipts or print deposit summary. Deposit summaries do not contain the level of detail that a receipt does.

    Currently, to print receipts for payments recorded in a batch deposits you have to email the receipt to yourself first. The problem with this is, when you enter your email address in the blank field it then automatically updates the customers contact details with your email address, so you have to then…

    4 votes

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    Thanks for your idea here, Laurie. Appreciate the detail in your post and why you'd like to see this.

    Its not something we have direct plans for atm, but we'll continue to track the interest here and share any updates.

    While not the ideal solution, for the time being to avoid updating your contacts record when you click send receipt from a batch payment, you could uncheck the recipients but have the option to 'Send me a copy' checked.

  18. Mobile - photo
    When I quickly want to take a photo of a receipt using mobile, I have to go through several clicks from the Dashboard: Purchases | Files Inbox | Take Photo. Which is frustrating. Can't you put a button on the dashboard [Take photo]?

    4 votes

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  19. Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.

    4 votes

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    Appreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.

    We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.

    You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂

  20. Make it possible for imported invoices to be marked as sent when importing them.
    Perhaps an additional column in the template Mark as sent status "Y for sent N for not sent"
    If this is not possible the ability to bulk "mark as sent"
    this would eliminate the issue of individually opening each invoice to manually "mark as sent" to activate the auto invoice reminders

    4 votes

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