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  1. When copying an existing invoice to a new invoice, the reference should not be copied over as well or the user to be given the option to not copy the reference number to the new invoice.

    There are many times, reference number is not updated or removed and then needs to be fixed at a later point.

    1 vote

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  2. Hi there, we have been using tracking options for our projects and we have now reached the maximum number and reached the limit for it, but we don't want to delete the previous projects<. Just want to know, if we can increase options limit to numbers. Thank you.

    Limin Kaka Luo
    Thee Group

    18 votes

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  3. Add an additional Update button to the bottom of Account Transactions report page (or any screen with an update button). Right next to the Save As and Import buttons would be excellent.

    3 votes

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  4. When you have a large number of Tracking category options and you wish to add another, you have to scroll heavily to get to the bottom of the list each time you wish to add another.
    This is not time efficient. The option to add another tracking category option should be at the top of the page for simplicity and time management of the XERO user

    2 votes

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  5. The ability to match and upload receipts and invoices stored and analyzed on any number of different apps to simple bank transactions downloaded and categorized in xero based on the exact amount and the relative date only. Do this without the complication of further analysis in xero such as matching or paying bills.

    Background and use case: For any business primarily downloading and categorizing expenses from various bank and cc accounts and not using xero to bill customers and create invoices.

    1 vote

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  6. Xero offers users the ability to select between cash-based accounting and accrual-based accounting for financial reports. However, a major problem is that the inventory sales reports are based only on accrual-based accounting. This means the financial reports and inventory sales reports are never consistent. Please add the ability to run cash-based accounting reports for inventory sales (sales by item, etc.).

    3 votes

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  7. Greetings,

    Xero offers an outstanding process for depositing Invoices with Awaiting Payments (pictured below). Our business does not use this feature because invoices are paid immediately.

    Why there is no similar process for Paid Invoices (cash)? It seems of utmost importance.

    I believe numerous businesses would benefit greatly from having this feature for Paid Invoices as it will increase efficiency, accuracy, and allow for more streamlined bookkeeping.

    Thank you for considering and moving it to the top of the list!

    2 votes

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    When you say that the invoices are paid immediately, how are they currently reconciled?

    Just trying to better understand how you envision this flow to help you move more efficiently in Xero.

  8. We run multiple branches out of one Xero ledger. We find the income and expenses by contact report very handy to track sales data, however it would be much more useful if we were able to filter by tracking catagory (for our instance we track branch locaiton).

    4 votes

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  9. The Contact Financial Details Reference field used to be populated with the last reference entered for a customer in the Customer Invoice Batch Clearing reference field. I have many customers paying by ACH or Zelle and have the same reference information each week. For my customers that I have had for a long time the reference field is copied from the Contact Financial Details Reference. But for any new Customers this functionality does not work and the field is blank in Batch Clearing. So I have to enter the reference for each blank line on the batch. Please add the…

    1 vote

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  10. When reconciling, it would be helpful to see if an attachment has been added, and to preview that attachment if so, rather than having to open the bill and then click on the attachment, then causing to lose the info on the reconciliation page.

    1 vote

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  11. I have worked with an accounting system that allows many rows e.g. description, Qty, Price, Account and Tax rate to be copied from Excel (at a go) and pasted to create an invoice, Journal etc. This saves a lot of time.
    Can you please look into activating such function. Thanks

    1 vote

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  12. Ability to request approval for bank reconciliation and upload the bank statement

    1 vote

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  13. The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.

    12 votes

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  14. This applies to Invoice & Bill importing in both live Xero and through the Conversion toolbox. Please allow Overpayments to be imported as separate items to Invoices/Bills & Credit Notes.

    1 vote

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  15. The recently added filter functionality on bank reconciliation was not what I was hoping for. Rather than filtering bank statement lines I want to be able to filter the transactions that I’m matching to it, by date.

    When reconciling POS device daily receipts I can already filter for transactions with the right description but then I have to tick every transaction for the corresponding day. Then repeat for every day. If I could filter on date I could “select all” and match much more quickly. It’s currently extremely tedious!

    4 votes

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  16. It would be great to be able to open & close the sections in the VAT return.
    I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!

    2 votes

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  17. Bank feeds are critical to a business's accounting system.
    Detail on those feeds is also critical.
    BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
    See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
    The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
    The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
    Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…

    1 vote

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  18. The addition of an undo button when accidentally deleting a draft report

    3 votes

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  19. When you do a credit note and allocate it against an invoice, it show on the cash report
    Teh cash report should be 100% correct and not show any non-cash transactions

    1 vote

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  20. Hi Xero Support,

    So basically, I would like to generate P&L by Tracking Category only for those categories which have activity during the month, those which have no activities (zero transaction), I would like to exclude it. So, my reports will be not too long and comprehensive.

    QuickBooks has this function (--)v

    Budi

    1 vote

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