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  1. Invoice templates should not be in the "settings" but in the actual part where the invoices are, this is product development 101 stuff guys seriously...

    Adding/altering/deleting invoice templates should be accessible right from within the sales overview and invoice section. I shouldn't have to google for this stuff, it's really quite terrible.

    4 votes

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  2. The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.

    4 votes

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  3. This is needed to accommodate a 2 week on 1 week off cycle.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Leave Requests Report - It would be helpful to be able to see the description written on Leave Requests in the Leave Requests Report.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    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. 🙂

  5. Allow employers to set up modifiable Push Notifications for Xero Me App to remind staff to complete timesheets. This will save me having to chase them down to complete and delay me processing the payroll.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  6. Require an SGC statement report ( a combination of Employee remuneration + payroll activity summary report) that includes all details required about the employee and super accrued on OTE + Overtime hours worked. This would enable efficient reporting to the ATO when super payments are late.

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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  7. In the general search field at the top right, it would be very helpful if the search also work with a space or a few spaces at the beginning. Because if I copy an invoice number in the field I always have to delete the spaces first before the search works - it's annoying.

    3 votes

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    Hey there, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed the idea and now it's up to the community to get behind it.

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

  8. I would like to be able to 'print' or 'save' a pdf invoice to a folder of my choosing rather than to the default 'downloads'
    Currently ALL downloaded items from the internet are placed in 'downloads' so I need to move the invoice pdf to my chosen folder. It would be a excellent time saver if I could choose my own folder to save to, and have it use this chosen folder each time.

    I believe it is a software bug to rely on the default settings of the users browser to determine where files are saved to.

    3 votes

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    Thanks for sharing, Jane.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We don't have any plans for this right now, but we'll track the interest from your idea here.

  9. When presenting the Profit & Loss in a different currency from the file currency the exchange rate is as the last date of the Profit & Loss Statement (P&L). While this is appropriate for the Balance Sheet it is not so for the P&L. I would like to be able to extract a P&L report knowing the figures are based on an average exchange rate for the period as opposed to a single date rate.

    3 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    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. 🙂

  10. UK Payroll report to include employee bank details - would like a report to run employee contact details which lists existing bank details

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi Joanne, thanks so much for all your feedback and comments on this idea. We totally get how handy it’d be to have a report in Xero UK Payroll that includes employee bank details.

    Not having something like this can definitely add extra work and hassle—especially when you need to send bank info to a third party or double-check payments.

    Right now, the idea’s in the ‘Gaining support’ stage, which means we’re keeping a close eye on how many people are voting and sharing their thoughts. The more input we get, the easier it is for us to understand how important this is and where it might sit in our list of priorities.

  11. Hi, it would be amazing to have the ability to delete certain line items to create custom reports (eg - Profit and Loss). I currently need to export the full report into excel and manually delete the lines, but would be nice to have the option to do this in Xero custom reports

    3 votes

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    Thanks for adding your feedback and votes to this idea. We understand the requests for the ability to delete line items from custom Profit & Loss reports, and we can see how this could help streamline reporting for some workflows.

    The idea is currently in the Gaining Support stage, which means it’s open for the community to vote on and comment. These insights help our team gauge interest and guide future development priorities.

    Feel free to keep sharing your thoughts or use cases to add more context.

  12. Could we add a feature to enable us to email out service and inspection reminders up to 28 days before it is due.
    This could be done by date only.
    It would save us having to add another app and potentially another running system to get this feature.

    3 votes

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  13. Ability to search, sort, & filter a table of expense claims by the 'Spent at' field

    3 votes

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  14. Hi Xero Team,

    I’m really disappointed to discover that the Xero Mobile App doesn’t provide any way to view the Balance Sheet - a core financial statement that forms half of any set of accounts and is the backbone of understanding a business’s position.

    As a property developer, tracking CAPEX spends per project is critical, and not having quick access to this information on the go is a significant limitation. Even a simple dashboard or quick-glance view in the app would make a huge difference for users like me who rely on Xero to manage their businesses efficiently.

    We all…

    3 votes

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    Appreciate your feedback here, James. It's good to hear the sort of information our customers would find most handy on the go.

    This isn't something we have direct plans for atm, but we'll get a sens of the interest for viewing the Balance Sheet in the Xero Accounting app from the community here and I'll let you know if there are any plans made.

  15. Add reference field for project.
    We do a lot of project work. Our clients will generally have a tender or contract number associated with the project. I need to include this number on all invoices related to the project.

    It would be great to have an optional reference field for each project that, if not blank, would automatically populate the reference field for every invoice created.

    3 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

  16. Can we please have the ability to export bank statement search results to a csv file?

    Every day I wish that was possible!

    Thanks

    3 votes

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    Thanks for sharing your idea of exporting bank statement search results to CSV. 


    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!


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

  17. Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.

    3 votes

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    Thanks Cecily, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  18. It would be good if on the taxable payments annual report, when it shows that the ABN has been 'provided' that this is also linked whether the ABN status is GST registered or not. This would be an easy checking tool that the GST charges has been properly done so and would make the person lodging the form to easily identify whether or not GST should be charged or not. MYOB has the function is client to check this whether its GST registered or not. Would be great for some more improvement on this making it quicker to lodge the…

    3 votes

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    Thanks for sharing your feedback with us, Melissa.

    We've reviewed your idea, and it's now live on the Community page where others can vote on it and share their thoughts.

  19. I would like to be able to hide accounts on the Fixed Asset reconciliation report so that I don't have a page full of Fixed Assets accounts that have no assets attached, and haven't been used for years.

    3 votes

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    Thanks Cara for your feedback.

    We've 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.

  20. we are currently setting up our company so that all employees use projects to keep track of time entries.
    however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?

    3 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.


    We also noticed that your original idea contained two suggestions. We've split these up so that each idea can gain support individually. You can view updates for the other idea here: Projects - Allow assigning employee groups to projects


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