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11 results found

  1. Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.

    Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.

    I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…

    1 vote

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  2. I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.

    1 vote

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  3. Save international payee details on the Xero contact page

    At the moment, we can only add international payee details when making a payment. It would be really helpful if we could store these details (like SWIFT code, routing number, IBAN, or account number) directly on the contact when setting them up.

    For example, if I’m regularly paying a supplier in the US or Europe, I’d like to save their international banking info the same way I can with a UK sort code and account number. This would save time and fit into my workflow when creating bills.

    1 vote

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  4. For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)

    1 vote

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  5. In an ideal world when a client pays us via Stripe 100% of the fee would be reconciled and XERO/Stripe would invoice us separately on a regular basis for the applicable Stripe fees.

    1 vote

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  6. Are there any plans to incorporate Stripe Tax into Xero Invoices/Xero Quotes? Since Stripe is a common payment method, it would help us streamline our processes if Stripe Tax was an option when creating Quotes and Invoices in Xero.

    1 vote

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  7. Item price - to be able to change the item price on a set date and it update automatically on that date.
    When we give customers notice of a price change, sometimes this is months in advance. Now I know I could add a note to the item, but seriously, this would mean checking the notes for every item which would become very tiresome + time consuming.
    I would like the ability to go into a line item and be able to set a date when the price needs to change. The price would then automatically update on the specified…

    1 vote

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  8. In the iOS app: Create an Invoice. When you are selecting the customer to invoice: Who is it for?

    Once you tap this field, a search window appears and you start typing customer name to find.

    Below the search field it would be nice to have a list of the top 5-10 customers you have create invoices for.

    1 vote

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  9. Products & Services - When creating a new item code, and saving the amount to $0.00 so that amount can be entered when creating invoices, it would be great if draft invoices rettained all the information that populates - such as description, account code and tax rate.

    At present I am having difficulty saving a new item under Producst & Services with $0.00. Then when creating an invoice for my client to complete, manually entering $0.00 and saving, he opens the draft invoice and the item code is still visible but nothing else.

    I have done a work around by…

    1 vote

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  10. The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:

    • Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),

    • Credit a creditors account (to reflect the anticipated liability).

    This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.

    In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…

    1 vote

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  11. "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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