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  1. I am a refuge from QuickBooks (after decades of use). I switched to Xero because of the ever-increasing costs of QuickBooks since they switched to a subscription model.

    I have to have two Xero subscriptions -- one for my (very) small business and one for my home bookkeeping. (With QuickBooks, I could manage both with a single account.) At the Early level, that's $15 per month apiece, $30 a month for both, or $360 a year in all. That's less than QuickBooks, but it's a lot for my modest needs.

    Now with the added "cash coding" feature -- which I…

    2 votes

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  2. We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.

    Going through the duplicates screen is time consuming.

    Please make this easier for bulk actions:

    1) a keep this and delete others (in a group)
    2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.

    2 votes

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  3. OLD vs NEW XERO INVOICING

    Invoice Preview: In the old version, previewing a sent invoice shows how many days remain until it is due or how many days it is overdue. However, the new version does not provide this information, it would be efficient and faster to get this info right away

    2 votes

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  4. A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.

    2 votes

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  5. The new Grow subscription only allowing for one employee is really tough for accountants operating in the micro-business space, as many of the small businesses that I have been working to get onto Xero are either married couples or two business partners who need exactly two payroll employees, with no intention to grow beyond that number.

    Having to jump from Grow to Comprehensive just to add a payroll user is prohibitive for a lot of my clients, and knowing that this is the case is stopping me from recommending Xero as a product where it would have been a no-brainer…

    2 votes

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  6. Analytics | Short term cashflow - Use ATO supplied date for projecting BAS & PAYG Payments

    2 votes

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  7. Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.

    *Screenshot…

    2 votes

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  8. Allow invoices to still be emailed when using e-invoicing

    2 votes

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  9. It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.

    2 votes

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  10. I'm currently re-sending an invoice (manually sending a reminder) and I'd like to attach the email delivery receipt (which I have because I originally sent the invoice to me and then forwarded to the client from Outlook but that's a different set of bugfix/feature requests) as a file to the reminder. The only way to do this at the moment is to back out of the invoice sending screen, attach it to the original invoice and then send the invoice with the attachments both old and new.

    I'd like to be able to attach things to the invoice email when…

    2 votes

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    Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.

  11. We are long term users of Xero and find many aspects of its functionality make our accounting functions easy! This is not the case in terms of Payroll entry….The Xero Me App does not come close to meeting the needs of a small business like ours….and I am sure we are not entirely unique!

    Our business is predominantly made up of casual employees who work different hours from day to day/week to week. Many of our employees also drive vehicles and require kilometre reimbursement.

    The biggest challenge we have is the accurate recording of employee hours…unfortunately, we have issues around…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. It is possible to see a list of bills not assigned to a project.

    However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.

    2 votes

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  13. In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.

    Upon opening in files, it gives the error "This file can't be previewed with this browser."

    This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."

    Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…

    2 votes

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  14. Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).

    The <ContactAccountNumber> is allowed to be included on system default invoices.

    2 votes

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  15. Can you please add a function for adding and associated file to invoice setting in order that it automatically associates to every invoiced raised using a standard template

    2 votes

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  16. There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.

    2 votes

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  17. Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.

    It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.

    We would prefer to post the pay run, send payslips, complete banking, and then submit…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.

    2 votes

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  19. Ability to enter a PAID Break - This would be particularly helpful in Contruction industry, where most awards provide employees with a paid tea break on OT & Weekend work. This would mean employers will meet their obligations for Start/Finish Times as well as break times.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Hi,

    I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.

    This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.

    Thanks,

    2 votes

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