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1455 results found

  1. Stripe Bank accounts should have option to include Currency while importing statement manually. Also Currency conversion tool is needed to convert Multi currencies to Base currency.

    2 votes

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  2. Create a way of flagging or colour coding draft bills to pay. When you have some that are on hold for one reason or another and some that aren't due until a lot later in the year, rather than looking at them in drafts repeatedly if they were flagged or colour coded we could easily see to ignore them. Much like when bills are overdue in the 'Awaiting Payment' tab and coloured red. Would just be a nice option to be able to change manually in Drafts.

    6 votes

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  3. Where the business uses Xero for GST and payroll, it would be great to be able to create a bill off a finalised GST return or finalised payrun. To have the bill included in the payables automatically would ensure the bill is captured.
    It would also be great to be able to pay GST and employer deductions with a batch file from Xero, just as we can with other bills. This would remove the need for manual loading of the payments in the bank and ensure the matching of the payment in Xero was a full circle to the finalised…

    4 votes

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  4. On bills awaiting payment and payment batches having a way to copy the amount that is not formatted so that it can be pasted directly into bank payment amount fields. At the moment the value is formatted with commas "1,200" which cannot be copied directly to a bank payment page.

    2 votes

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  5. Having recently created a custom invoice template for our business I wanted to include a merge field for payment terms (e.g. "30 days form date of invoice") next to the invoice due date field. Unfortunately customer payment terms, even though a data field in the contact record, is not available to incorporate in a customer invoice template. In my opinion this would be a useful addition to the custom invoice functionality.

    6 votes

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  6. How to make any particular non-mandatory field in an Invoice change to mandatory.
    I want to make the Item Code field & Reference Field Mandatory.

    1 vote

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  7. We enter bulk bills into the system and can only attached a copy of the invoice after authorised. To upload these signed invoices are time consuming having to open each bill and then drag or attached the copy invoice.

    It would save us so much time if these invoices could be attached directly to the bills in purchase overview instead of having to open every bill.

    4 votes

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  8. I would find it really helpful to be able to see the amount of the invoice and the 'overpayment' on the Bills and the Sales Invoices screens after they have been 'matched. Currently the amount for both shows as zero.

    1 vote

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  9. Clients can view and download invoice attachments after paying the invoice. Lawyers, accountants, engineers, architects, can benefit from automatically being paid for their reports, documents etc before clients can get access to them.

    1 vote

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  10. I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.

    8 votes

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  11. HI
    we work in wine retail & record our product &service on xero (we have moved from sage 50 2 years now)
    we cannot use track inventory option as this doest work with our current setup
    please can we simply have like a small box under each inventory saying quantity on hand for e.g 2 or if its negative like - 2 ( as this is really trouble some for me to all the time go to report & manually set my filters all the time with dates,& other details.
    ) please like on sage50 we had always a number…

    8 votes

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  12. When searching in reports for Xero Projects, the facility to enter 100-150 characters would allow us to do a full search, instead of the approx 50 characters it currently allows.

    1 vote

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  13. When an invoice in emailed in Workflowmax it is marked with a tick as “Sent”, however this does not carry through to Xero. Is it possible to add this feature so that invoice payment reminders in Xero automatically work without the need to manually change the invoice status to “Sent”?

    6 votes

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  14. We sometimes get Credit Notes which change the price of the items. We don't want to credit the whole item, simply want to adjust the price but Xero doesn't seem to have a straightforward option for this.

    1 vote

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  15. Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this

    4 votes

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    Hi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.

    To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.

  16. Our firm would like to utilize file storage within Xero for our clients, but we have a few suggestions based on how we use our current platform for files. We would like to see that the person uploading a document to the files can lock the document so that other users cannot delete it (i.e. minute book), that the documents stored in the files are live (i.e. live spreadsheets) so that items don't need to be constantly downloaded and uploaded and mass downloads for when a client is being offboarded.

    2 votes

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    Hi Marlene, thanks for sharing how files could e more powerful for your business and working with clients. We ask that each thread only contain 1 idea so it's clear for community members to know what they 're supporting and we can get a understanding of the interest for specific development. 

    I've updated your title to your first idea and e have 1 started for the ability to bulk export files over here you can join - welcome to also start new ideas for other items you'd like to see developed. 🙂

  17. Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.

    3 votes

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  18. Single double quote marks in an exported .csv file cause the file to lose data integrity - a facility to remove single double quote marks " prior to export of the file

    1 vote

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    Hey Stephen, thanks for raising this one!

    It'd be great to get a bit more information on this one.

    Could you let us know where you're experiencing issues with .aba files and what those issues were?

  19. I work a lot with quotes and 99% of the time I am interested only in Draft quotes. So I select "Draft" but everytime I select a quote to change it, after I close a change quote screen and I return to the list of quotes, the list is shown again with "All" quotes. Why doesn't Xero keep the selection criteria to re-show the list? I literally have to re-select "draft" hundreds of time per day. It doesn't make sense to me... The same applies to the search criteria in the top part of the screen. If I want to…

    1 vote

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  20. Allow a customer to apply credit notes against invoices when paying via credit card online

    1 vote

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