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  1. Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
    we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth task

    i.e also an option for '30 days payment due upon receipt of invoice' 😃

    8 votes

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  2. I think being able to connect a barcode scanner to xero to allow users to create a new invoice and scan items to have them appear as line items would be very beneficial to many customers. A lot of people use xero to resell items and if i could create a new invoice and instead of manually type everything, to just scan the UPC and have the item pop up would help prevent human errors

    2 votes

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  3. Recipient-Created Tax Invoices (RCTI) are a normal thing in some industries. Xero is not set up to create them; instead we have to do a workaround with purchase orders.

    I'd like to not have to use the workaround.

    The workaround consists of:
    - creating RCTI branding themes
    - creating a purchase order for each entity needing RCTIs
    - edit that purchase order with the new details every time creation of an RCTI is needed (so in labour hire this can be every week for each contractor)
    - send the purchase order to the entity needing the RCTI (editing the email…

    13 votes

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  4. OLD vs NEW XERO INVOICING

    Invoice Preview: In the old version, previewing a sent invoice shows how many days remain until it is due or how many days it is overdue. However, the new version does not provide this information, it would be efficient and faster to get this info right away

    2 votes

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  5. A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.

    1 vote

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    Hi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?

    As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.

  6. Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.

    Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…

    3 votes

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  7. Allow invoices to still be emailed when using e-invoicing

    2 votes

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  8. I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.

    Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.

    It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.

    3 votes

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  9. Email Templates - Supplier remittance to include a place holder option for invoice number.

    4 votes

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  10. The ability to bulk archive Contacts via exporting a CSV, deleting contacts and then re-importing those that should stay.

    3 votes

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  11. For the existing Tax & reporting tile on the dashboard, it would be good if the Activity Statement included an indicator for when the next one is ready to be prepared and submitted.

    2 votes

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  12. The 3 Project categories at present are Draft/In Progress/Closed. I would like another category called "Invoiced" so I could see which projects have been invoiced and are waiting for payment before we close them.

    3 votes

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  13. There is a new completely unnecessary and annoying column named "View" in the Bills reports. I can switch it off each time I open that report, but I would like to reset the default so it doesn't come up ever. To view a bill all I have to do is click into it, so the extra visual of the EYE is just very irritating. It isn't an issue with the Invoices.

    2 votes

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  14. I need to edit the email text, or select an alternative email template, to be used when an overdue invoice reminder email is sent.

    1 vote

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  15. Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.

    2 votes

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  16. In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…

    4 votes

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  17. I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.

    1 vote

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  18. In the Standard Invoice template - the delivery address currently shows in the middle column, rather than under the name of the business. This is confusing if a business has multiple locations, with one centralised billing address. It means that the centralised billing office can't easily see which location the invoice is for/items were delivered to.
    It would be better to show the delivery address under the name of the "To" so it's obvious which location the items were delivered to with the name and the corresponding details of address and contact person.

    4 votes

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  19. Customer statement - with a customised due date option.

    The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).

    4 votes

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  20. For scanned receipts containing a QR code, it would be very useful if the system could automatically read the code and populate it into a "Notes" field or the Invoice Reference field. This would streamline data entry and reduce manual work.

    1 vote

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