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4719 results found

  1. The ability to import a spreadsheet with employees details to bulk update their information.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  2. Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.

    13 votes

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  3. Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.

    13 votes

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  4. i recently got a new phone and all its photos are saved as HEIC format however everytime i forward this type of image to xero for bill forwarding it fails as xero doesn't recognise the format.

    can you please update file formats asap as all newer mobile devices are moving to HEIC as it is a higher quality file and a smaller size overall, and samsung i found out do not offer an auto change of file before forwarding so it will not be easy to convert back to a jpg or png etc. before sending receipts to Xero

    13 votes

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  5. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    13 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  6. I have used both the old & new GoCardless/Xero integrations. I thought the old one was great from an automation perspective if you were able to automate contact creation and this would automatically match the direct debit with the contact.

    Unfortunately, the new integration is quite restricted and an auto-match will only be done if the DD mandate is created directly from an invoice in Xero. This makes things very difficult from a scalability perspective and makes the new GoCardless/Xero integration unworkable. I've worked some businesses who have 30+ new customers a week and, once the migration from the old…

    13 votes

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  7. We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
    Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
    This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…

    13 votes

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    Hi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons? 

    One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image. 

    It'd be great to better understand and see if we can look into this a bit more. 

  8. If the company uses the Go Cardless payment feature, it would be good to have the fuctionality to know if a direct debit has failed

    13 votes

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  9. Have an email sent to two different email addresses when an employee requests leave.

    13 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  10. SO annoying that when we want to send an invoice using a different email address we have to always go into "Settings > Email Settings" to change the email address and then go back into it to change back once done. Why cannot we select the "reply to" email address from a drop down just like the "email template"?

    13 votes

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  11. I would like to be able to have a link to click that takes you back to the project that the invoice was created from. There is a note to say what project it was but I have to go to projects and find the project, I would love for this note to be a direct link to the project.

    13 votes

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  12. Banks Rules - Add Billable Expense

    This will save the company a lot of time having to manually set a billable expense when we need to on-charge a certain % of a recurring transaction

    13 votes

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  13. We need to change the subject line for our payslip email template to include the word Confidential so that we meet our ISO standard

    13 votes

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    1 comment  ·  Payroll  ·  Admin →
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  14. On the Gross to Net report being able to group by employment group

    13 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  15. Add a drop-down menu in an employee's timesheet so you can easily flick between employee's timesheets.

    13 votes

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  16. Ability to add "description" column on the individual contacts page. We often need to look through a supplier/customer to quickly see what types of purchases/sales we make, so having descriptions on this page is needed. Currently we have to run a report which is an unnecessary long way around.

    13 votes

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  17. For when creating an re-occuring invoice, there is occasions, where invoices must be sent at specific times of the month, for example...

    • Last Day of the month
    • Every 2nd Tuesday
    • Last Thursday of the month

    The reason behind this, is because some companies who you are invoicing operate specific payment cycles, and in order for a small business to get paid within the terms of their invoice ( Late Payment Act 1998 & your own article on [ https://www.xero.com/uk/guides/invoice-payment-terms/ ] - Payments terms are getting shorter )

    More tools we Small businesses have, there better equipped we are in order…

    13 votes

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  18. Ability to round numbers in reports to the nearest thousand.

    Purpose: To make the figures easily read by the client.

    13 votes

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  19. Ability to copy bills into a new draft bill

    Purpose: This would save time having to re-create purchases from scratch

    13 votes

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  20. It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient

    12 votes

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