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  1. Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.

    2 votes

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  2. xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
    automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
    xero online invoices should be aligned with XPM in all formats - pdf version & online

    2 votes

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     ·  0 comments  ·  Admin →
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  3. When going to Payroll -> Pay Employees -> (inside your payrun) -> (Inside an employee's pay)
    There is an option to drop down the list of employees included in the pay-run to change between. Could this be made much bigger please.

    Same goes for teh Drop-Down in the Employee Setting Pay-Template tab

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. We need to be able to account for annual leave transactions in the general ledger but Xero does not currently facilitate this. Is there any chance that an update will be done which will allow this? I know that this has already been raised but it is baffling as to why a basic payroll/GL integration is lacking.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. The option to view the product descriptions when in the Product and Services list should already be a feature.

    Many of our products have an abbreviated item name, with the description containing the expanded product information. Opening individual products to view the description takes a significant amount of time as we have over 1,500 items.

    It is also the product description, not the product item name, that appears on invoices to customers, so it only makes sense to be able to view the descriptions from the P&S list.

    2 votes

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    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

  6. I would like to be able to see the "Contact Details" as a little box on the left side of the Customer Activity Page. See my example attached.

    I use the 'contact details: notes' section to add notes about some of our jobs, because the History/Notes section is useless. I would like to see the ability to move the customer tabs around and display what we want to see on the activity page.

    Not every single one of my customers has an additional note, so I don't always remember to click over and double check it. I want to be…

    2 votes

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    Thanks for taking the time to share this suggestion Justine.


    I can certainly see how having those specific notes visible right alongside the transaction feed would improve efficiency and make sure key information isn't missed.


    While this isn't in our immediate plans to make changes in this area, this idea is open for support from other community members, and we'll keep a close eye on the interest here.


    You may also wish to vote on and share your thoughts on some similar ideas regarding how notes are viewed in Contacts:


    Contact List - Viewing notes from the Contact List

    Contacts - View all transactions history & notes from contact record

  7. On projects under "quotes & invoices" it would be great if it showed the remaining balance of the invoice. I send 4-5 invoices per project and sometimes clients pay a random lump sum and i write it off against the invoices but that can lead to an invoice being part paid and being able to see which invoices have been paid or have a remaining balance under that view would be beneficial instead of having to get out of projects and searching the invoice under the invoice tab.

    2 votes

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  8. At present we are able to edit the layout of reports by rearranging, creating formulas, and grouping accounts. It would be INCREDIBLE to be able to customize the following.

    1) Group font (size and boldness only)- right now it defaults to a much larger BOLD font than the underlying accounts. It would be nice to choose these sizes and weights

    2) Customize the Group Total's Location - at present it shows only as an additional labeled row with the corresponding total. It would be a neater presentation to just have the group total show right in line with its main…

    2 votes

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    Hi Michael we're grateful for your engagement here, however we ask that each post is contained to a single idea for a feature.

    We've identified that there are existing Xero Product Ideas relating to customising fonts and styles in reporting, and collapsing and expanding account groups. We've gone ahead and added your vote to these ideas, so that we can gather support and gauge interest for these ideas separately.

    We've also adjusted the title of this idea to reflect your suggestion to change the position of group totals in custom layouts. This idea can now gather support through votes and comments from others in the community.

  9. Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
    At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.

    2 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.

  10. Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.

    2 votes

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  11. I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.

    2 votes

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  12. Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
    Currently:

    We can only see the statement balance and Xero balance
    Must log into bank separately to see actual current balance
    No way to quickly verify available funds within Xero

    Proposed Solution:
    Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:

    Display alongside existing balance columns
    Update automatically with…

    2 votes

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  13. Automation of remittance advices being sent once payment batch is approved with Xero pay. Currently they are sent individually once the batch is approved and shows up on the bank account transactions list. It would be great to be able to send them out as a batch once the batch payment is approved. Also would be good if you could deselect any that you don't need to send out should that be the case.

    2 votes

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  14. Hi,
    We would like draft bills to be sortable by order inputted.
    We are using AutoEntry to post invoices but Xero changes the order that the invoices are being entered.

    2 votes

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  15. For the line items in the Tracking Summary, please include a currency column! Historically this was available. Calculating commission now takes WAY longer. Seems like it should be an easy fix.

    2 votes

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  16. Please be consistent with the location of the "Branding Theme" field.

    You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
    My preference would be to keep it on the left.
    Many thanks,
    Rachel

    2 votes

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  17. It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
    If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....

    2 votes

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    Hi Bid, trying to better understand the purpose of your idea here and how it would help you when using Xero.

    When you say you'd like to change the name of spend or receive money - Is there a place or flow you're using in Xero that causes confusion when looking at these transaction types?

  18. Cash Summary Report to include Primary Person Please.

    Can you get a cash summary report to provide in order 3 items as per below
    Invoice No ... Contact ...Primary person
    I cant seem to find a report for all three .
    We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.

    e.g.

    I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.

    2 votes

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  19. Copying part of a sent invoice perhaps just invoice number and amount to my e-mail would avoid a problem I had.
    My e-mails were hacked and a monthly rent invoice I had sent was copied the next month with amended bank details.
    I no longer send copies to my e-mail although now I have to concentrate more so I know which ones I have sent.
    This type of fraud has happened to someone else I know - we are more careful with our e-mail security now.

    2 votes

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    I'm sorry to hear that your email was hacked, Joanne. As you may have seen in other ideas on the site we are working to develop the History & Notes so you'll soon be able to see detail of the email an invoice has been sent too. Doesn't ideally solve for what you're asking here, so we'll continue to track this separately and update if there's any news of having more control of what you can send with the send to self option.

  20. The Reconcile section split allows you to add, subtract, multiply and divide in the amount cell. The Cash Coding split section does not. I would like the Cash Coding split section to allow for the calculations so that you don't have to hop back and forth between Reconcile and Cash Coding in order to get all of the transactions in. This would save a lot of time for manual entry items.

    2 votes

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