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  1. Client uses Xero Expense App - then tag in Customer as "billable" expense but the actual receipt does not attach to the invoice. Client need to drill back into each expense claim, download the receipt then attached to invoice. Also limited to 7MB - not enough.

    Billable expenses is a great feature but could be even better for small businesses needing to on-charge to their customers.

    7 votes

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  2. It would be great to have mandatory fields at the top of quotes and have these as searchable:

    1. Job(or Project) Name
    2. Job(or Project) Address

    I have a client who receives deposits, but does not invoice until project/job is completed, often his customers do not quote the reference only a job name or address. I spend a lot of time looking for the correct customer, manually searching through quotes for the address, which obviously is not searchable elsewhere.

    6 votes

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  3. Being able to view previous versions of a quotation to see any changes that have been made.

    8 votes

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  4. In the old quote version, when adding an item it would search just by the item code which was great.

    Now it searches and displays even in the item description, so now end up with a big list to scroll through with description also showing, and especially as the font is bigger.

    Any chance this can be looked into and item search just looks at item code/name, without searching and displaying description,?

    Thanks
    Sue

    4 votes

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  5. Ability to have bulk updates and import stock quantities into Xero.

    Purpose: To save users time from having to adjust/update inventory one by one.

    6 votes

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  6. Currently Xero Expenses creates a single expense claim for each individual item.
    Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.

    I would like to have the ability to group individual expense lines into one expense claim.

    I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.

    5 votes

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  7. The purpose of this development would be to add the wages payable & superannuation payable entries to the Match, Find & Select menu. This would allow you to see the payrun for the week or superannuation processed by the program and match as appropriate.

    The purpose of this development would be to allow users to see the payment and the actual information processed in Xero and potentially correct issues (e.g. reduce potential underpayment of superannuation/wages at point of reconciliation instead of months later).

    5 votes

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  8. Ability to mark an invoice as "shipped". I want to use repeating invoices, but it's an administrative nightmare having to use an external method to track which orders have been shipped to the customer. It's not like you can even download just the invoice header information into a spreadsheet and use that. The export option downloads all of the lines, as well.

    An invoice could have a field like "physical item to ship" or "requires processing after payment" that could be used to filter for "unprocessed" items.

    A tracking number would be useful, too. Setting it to "shipped" would send…

    7 votes

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  9. it would be ideal if you could have the ability to remove / delete costs in the main information tab in a quote. Ie: If you apply a template with a bunch of costs but realise you need to change it - it would be idea to be able to select multiple costs and just remove them from the quote rather than having to go into each individual cost and deletling.

    4 votes

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  10. Applying Mark up in Quote - Ability to hit 'apply mark up' and select specific costs / folders that the mark up is applied for. Ie labour costs are not based off markup but the products are. If you hit 'apply mark up' the markup gets applied to every single cost.

    4 votes

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  11. Ability to use backorders in the Purchase Orders.

    Purpose: Users can easily know which purchase orders have backorders.

    7 votes

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  12. Ability to add a delivery date to the purchase order for each line item.

    7 votes

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  13. Ability to have multi-currency for inventory in Xero.

    Purpose: To make invoice and purchase tracking easier, because this feature will allow users to enter different currencies when they’re buying and selling the item.

    5 votes

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  14. Ability to add freight charge fields in the sales invoice.

    Purpose: To easily show the freight cost to the customer rather than having to edit the line items.

    6 votes

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  15. Show purchases orders on the dashboard, as per this thread! Would be really useful to see what is approved but not billed at a glance. https://central.xero.com/s/question/0D51N00004oQgTxSAK/is-it-possible-to-show-your-purchase-orders-on-the-dashboard?t=1652190558049&searchQuery

    5 votes

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  16. Xero, unlike other similar accounting software, lacks a very important and BASIC functionality of enabling users to record batch payments of foreign currency invoices or bills in 1 step and asks the user to copy the full invoice amount when it can be simply "ticked"

    Currently, an "Overpayment" entry needs to be recorded then applied by copying the invoices / bills amounts into the fields on the right hand side of the payment application screen.

    Drawbacks:
    1. It is time consuming for bookkeepers as it has to be done in a 2-step process instead of 1 step
    2. The user…

    6 votes

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  17. Need to be able to add way more than 1000 codes at a time

    2 votes

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  18. They are other ideas around the same variation. We require downpayment on a purchase order. It is a % of the total order. We have no easy means beside cheating the qty or unit price then reconcilation is a bear.
    You have a mean to record a down payment on a project. But how do you invoice it? Many of our customer require a paper trail before sending money.

    5 votes

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  19. A report that shows all purchase orders with invoices against them and balance remaining.

    6 votes

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  20. How come the process of designing invoices is so painful? It would be great to have a built-in drag and drop invoice designer. I realise it won't be easy but it's mad that our only option is to design them in Word. There are so many sites that allow similar functionality, albeit for non-finance related areas like marketing.

    3 votes

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