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  1. I would like to be able to drag and drop supplier invoices as PDFs into the JAX chat window as attachments.

    JAX should allow me to include additional prompts before processing the invoice.

    For example, how to handle different situations such as shipping and taxes listed in the supplier invoice.

    It would also be great if JAX could support currency conversion.

    For example:

    • Please import these bills and update the supplier contact details.
    • Assume the bills are tax exclusive.
    • Assume that the amounts on the invoice are MXN pesos and convert these to USD assuming the following USD exchange rate.

    2 votes

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    Appreciate you separating out the different ideas you have for JAX on the site here, Mark. This has also been shared back with our team.

    We'll begin to track the interest from the community in being able to use JAX to import supplier bills here.

    In the meantime you may find the Upload feature in Bills handy for this sort of entry - however just to note it doesn't support currency conversion atm so will still require manually updating to reflect the correct currency.

  2. Having the ability to upload invoices in the same manner as the recently introduced bill upload would be great addition for those users who run industry POS software that generates sales their invoices and stock and ordering management.

    2 votes

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  3. Xero should deal with back dating a directorship

    As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
    No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. I would like a subscription option for a "super only" payroll for 20+ contractors. I do not need all the payroll functions as these are contractors who I pay from an invoice, but I do need to pay their super. There is absolutely no need for me to pay for the top tier payroll subscription, when we only have 2 people actually on payroll, but 20+ people who we need to pay super to.

    2 votes

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  5. When COGS posts via tracked stock on a sales invoice, record the sales invoice number the COGS value relates to in the nominal ledger. There is already a field for this, but Xero does not populate it.

    2 votes

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  6. I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.

    Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?

    Thanks for your support!

    2 votes

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  7. Ability to add a note for the bills sent to directly to Xero.
    For example a reference for the bill.

    2 votes

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  8. When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…

    2 votes

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  9. It would be great if there was an option (tick the box) to copy last week's wages for the current week for payroll. I have casual staff who sometimes have the same hours as the previous week's so not having to replicate this would be great and the quickest way would be to have a tick the box which can copy it across to the current payroll

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. In service industries like hospitality salaried employees will work a different set of shifts each week across 7 days. Currently I have to set up a working pattern and if they phone in sick on a Saturday for example if that day isnt set as their working day (i.e we set them up as Mon-Fri for ease) we have to record the sick day on the Monday to ensure it is deducted. But in these industries the working days are different each week and they dont work on a set pattern. Need the ability to set that the employee works…

    2 votes

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  11. Add an additional pay frequency of 4-4-5 which is a very common pay frequency in the UK for service based businesses with hourly payrolls. Payroll is process in 4 week, 4 week and 5 week intervals over a year meaning essentially 4 x quarters of 13 weeks.

    2 votes

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  12. New Invoicing - Remove the edit button in the item list. It is inconvenient and makes completing an invoice with multiple items harder than the new invoicing already is.

    2 votes

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    Appreciate customers use Xero in different ways, Meradene. Want to be open that we don't have any plans to remove this option, but we'll begin to get a sense of the interest of this from the idea here.

  13. We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where…

    2 votes

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    Not something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.

    In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?

  14. It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.

    2 votes

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  15. To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.

    2 votes

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  16. A feature that allows an email to be sent for a voided invoice to the client so they have confirmation the invoice is voided as verification.
    This can be as simple as taking the invoice template / previously generated pdf and branding "VOIDED" or "CANCELLED" on top of it.

    2 votes

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  17. Once Payroll is posted we require the relevant reports (journal and activity), I feel a download link (alike the one for payslips) would be beneficial rather than having to view reports and then having to export download for printing or saving purposes, this would save users time.

    2 votes

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  18. Can we please have the ability to set up daily repeating invoices - currently the only option is weekly or monthly. I can't find an easy work around so far.

    2 votes

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  19. Payroll Employee Contact Details would be good to see a column for terminated employee showing date left and employee number

    2 votes

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  20. I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).

    2 votes

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