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  1. When I login to Xero, I enter my email address and password and am taken to the second page (MFA).

    I'm then asked for the authenticator code, but I have to click into the field to enter the code.

    Xero knows that there is an almost 100% likelihood that the first (and only) thing I am going to do on that page is enter the MFA code.

    Xero should automatically have the cursor in that field so that I can type the code without clicking into the field.

    42 votes

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  2. It is crucial to be able to print or email statements to multiple or all contacts with received money transactions at once showing each received money transaction for the contact in a time period on individual/separate pages by contact. This is really needed functionality because any nonprofit entity needs to send giving/donation statements at year end. I have tried multiple reports and statements. I can create an Account Transactions report showing all the clients and the received money entries, but it doesn't allow me to separate contact on their own page. The functionality under Business and sending statements would be…

    3 votes

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  3. Offer multiple price lists for each inventory item, such as Cash Sale Price, Trade Account Price, and Bulk Price, so that you can assign a pricing tier to each contact.

    This would improve the accuracy of quoting and invoicing while minimizing the need for manual workarounds to adjust prices. Speeding up the whole process.

    1 vote

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  4. we have option to download pay slips of employees but, there is no option to download timesheets it would be easy to have a option to download timesheets.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  5. Accounts Payable - New Bills/payee highlighted in batch payment summary

    I review the batch payment summaries for our organization after they have been approved by managers but I would like some further controls - it would be great if there was some indication on the batch payment summary that this was a first time bill payee and/or if Xero could check for duplicated bank account numbers in the batch payment summaries.

    2 votes

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  6. I was wondering if it was possible to get surcharge not added into the total charge that stripe uses to get their processing fee. I always thought that the surcharge total would be like the money that they took their charge from which is why I added the surcharge anyway. It ends up being that stripe adds the surcharge in with the base charge on the customer invoice and then takes out their processing fee. I don't think that is right though. It should be a way for stripe to only charge their processing fee to the base cost of…

    2 votes

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  7. BAS - G3 GST Free sales & G14 Purchases GST Free Expenses.

    It would be great if the new BAS reporting (Activity Statements) showed a GST calculation Worksheet, like the old reports used to. Showing more than just the 5 G figures that it currently does show.

    This would make it easier when reconciling the BAS, instead of having to scroll through all of the transactions on the transactions page to find GST free figures.

    1 vote

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  8. Employees select who approves their Leave when they make a request – our accountant as an external advisor is on that list who knows nothing about our leave and would not be authorised to approve it.

    Can we have a check-box in User Settings so we can reduce the Leave Approvers list and thus improve employee user experience.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  9. Bill entry - keep the ability to tab through and edit through the PDF of the supplier's bill.

    Note this is a request to keep this beautiful feature when it comes time to upgrade Bill Entry. The ability to have a PDF in mid screen while tabling and data entry literally 'through' the PDF and seeing the fields change is a huge time saver and contributes to accuracy and speed - this is something that maybe overlooked when the team starts to 'upgrade' billing as per invoicing et al.

    1 vote

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  10. Can the report preferences be set to stay the same until changed?
    I am catching up on prior months and any enquiry everty time defaults to current period and I have to change the date every single time.

    1 vote

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    Is this within an individual report, Maresa? If so, you're able to set up the report with the filters as you choose then save the report as Custom this way you'll have access to that report anytime with the same setup. If you'd like to set this as the org's default this is also possible 🙂

    LMK if this accomplishes what you're after by replying to my update.

  11. Add the feature to run customer/supplier activity report for a range of customers.

    Xero team quote "this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for."

    But it is not we required. Receivable only show outstanding receivable , not all transaction during the selected period for that customer.

    We would like to have some sort like customer movement report with selected filter of a range of customer.

    1 vote

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    Hi there, appreciate you trying the report we shared in your last post. Taking on board your recent feedback, it still sounds like this is something you could get with Xero's existing reports.

    For example in the Receivable Invoice Details report, you could Group by Contact, select the Date Search to run by Due date, and add a filter for Status to only show invoices that are Approved or Sent, excluding those that are Paid.

    Alternatively the Aged Receivable Details report will offer similar information on only the invoices that are outstanding at the date the report is run.

    Keen to hear if either of these achieve what you're needing. Just reply to my update to let us know 🙂

  12. Can you add a task bar for upload of Delivery order so that we can link invoice with delivered DO documentation.

    1 vote

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  13. Facilitate Online bill payments in Xero for Metro Bank

    1 vote

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  14. Please enhance security for all PDFs produced by Xero to prevent editing and stop potential fraud and theft.
    Xero should have a setting to password protect the PDF from editing, which the administrator can control.
    This should be a default setting that can be changed.

    1 vote

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  15. I'm unfortunately recommending many new small business owners (mostly solopreneurs) with limited financial resources to use Wave Accounting free version for their bookkeeping.

    I mention to each of them to transition to Xero once their business will have overgrown Wave free version.

    I'd love to recommend new entrepreneurs to get started on Xero immediately, but when they have very limited financial resources it makes more sense to use a free accounting software than the $25/month Xero offer.

    I'd love to see a similar offering from Xero so I would recommend solopreneurs to get started on Xero and to start paying…

    1 vote

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  16. while generating the quotation, we would like our company details to appear on the continuation pages as well. Currently, only the UEN number is being displayed. Additionally, we would like to include page numbers for easier reference by our customers.

    1 vote

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    Hi 👋 , just to get a better sense of what you'e asking here. It sounds the Quotes you create may be quite large and span multiple pages - Are you asking for the ability to enter a custom header that would appear across each page of your quote?

  17. When the screen locks it would be helpful to have the option just to logout. Currently if you have timed out but finished working on Xero you actually have to login just to be able to log out which is a waste of time.

    5 votes

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  18. Have a designated advisor / subscriber have the ability to remove multi factor authentication from a user so that a new method can be set up by the user.

    Purpose: For those businesses that have operators which are not tech savy, having either the subscriber or the advisor who holds a professional membership / qualification, who have passed ID verification processes, let the designated person have the ability to toggle off multi factor authentication so that the user and re set up their authentication process so that when their phone is lost or stolen and their alternative entry points don't…

    15 votes

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  19. Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management

    21 votes

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  20. "Common Expenses" - fix product flaw.
    In Xero app, as follows:
    -Purchases
    - +
    -Add receipt
    -Tap:Categorise to an acct
    -acct list pops up with heading "Common expenses". 2 accts listed which I rarely use.
    PLEASE FIX : there is no way to edit the list of accts under the heading at the top "common expenses". See my screen shot

    2 votes

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    Thanks for sharing your idea, Tim. I'm just checking in with our team to see if there's any way you can influence the 'Common expense' accounts that are shown. Will round back to confirm with you here.

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