10 results found
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Repeating Invoice - Do not trim the Reference to 15 characters
The Repeating Invoices reference number is cut off which make it difficult to very navigate and find the correct Repeating Invoice to edit.
For invoices in other states (draft, pending approval, pending payment, etc.) the reference is properly wrapped which makes it easy to find what I need.
For Repeating invoices however, I need to open one by one to find the right one because the reference is cut off. there is no reason to cut off the majority of the reference - at least help wrap the text so that all the reference shows. It is especially cumbersome when…
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Add PTR to base Xero package
The Australian Taxation Office (ATO) allows partners to fill out and submit a Partnership Tax Return (PTR) without being a registered tax agent or accountant. However, TPR is currently only available in Xero Tax, which is a professional tax preparation software package designed specifically (and only) for registered tax agents and accountants.
Can I request that (like BAS and TPAR) the PTR report and lodgement features be made available in the base Xero software?
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view invoices by GST excluding amount
The main invoices view, where you can toggle between 'All', 'Draft', 'Awaiting Approval' etc. and search, only shows the GST inclusive total ('Due').
Generally speaking in day-to-day business you only ever want/need the GST exclusive amount, but at the moment you have to individually open each invoice to get that amount, or run a report.
And on an export of a view it only includes the GST inclusive and the GST amount as columns, but doesn't include the GST exclusive amount.If you could change that view to easily switch between it showing GST inc. and GST ex. amounts -…
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edit spend money from transaction report
Would like a pop out screen to view and edit transactions from the transaction report without having to arrow back to the report after each view/edit. Currently it is extremely time consuming with appx 7 back clicks to return to the report after each individual view/edit.
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I want to remove currency columns from default transaction report in the template - not having to update to remove them all the time.
I want to suggest removing currency columns from default transaction report in the template - not having to update to remove them all the time. You end up with a double up and its harder to read. Every time I look at a ledger I have to untick the currency source columns and update. Can we just have Debit and Credit in the base template please?
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Add an option to assign expenses to particular invoices.
I'd like to be able to assign particular expenses to an invoice. Currently I can mark an expense as invoiced but it woul dbe much better if we could select which invoice it's actually been included on.
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Find & Recode - Discount
On invoices of more than 50 items, the automatic features of getting updated the Account or a Discount do not work (the page gets frozen and even if you wait for an hour, nothing happens).
Since this limitation seems not able to be worked around, would you be able to add a Find & Recode where one can add / change the Discount assigned to each row of an invoice?
This way one would be able to assing discounts per line/row in a easy manner.
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Enable "make one for all" inviocing options for all customers in a group
Enable "Make one for all" invoices for all contacts in a specific group/s
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6-digit unique cheque number limit needs to be expanded
When writing a cheque, I am limited to a 6-digit unique cheque number. With QUickBooks I used the date as the checknumber. For example May 31 2025 would be 20250531, then I append a letter to it as 20250531a. With making payment on web sites and then entering checks into Xero this still allows things to sort properly. Being limited to 6 numbers makes it harder to keep track of things.
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Hubdoc Tags Should be Visible in Xero
We tag documents for organisation in Hubdoc, but have no visibility of these in Xero, which makes no sense. These don't need to be editable, but it would make sense that it showed what tags were on an invoice. Even if this was detailed in the history of the invoice. This would be a massive time-saver!
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