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4834 results found

  1. We need to be able to select more than 2 years in smart lists.

    3 votes

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  2. It would be great if you could also add a scheduled amount to be paid on a bill when you enter a planned date. This would help when you are paying off a bill in instalments and the cashflow summary would be more accurate. Instead of showing the total amount of the bill to be paid it would show the planned amount to be paid.

    21 votes

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  3. Want to create a AFI file in Xero to collect payments directly from my client's via direct debit.

    12 votes

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  4. Dear Sir/Madam,

    When I download custom xero template it has «PaymentImage» code.
    I would like to upload my own image different from Payment Service image to the bottom of the standard invoice same as logo, then I will not need to use a custom PDF template.

    Could you add this option?

    PDF invoices are not convenient as it requires invoice to have Sent status to print PDF. And no quick preview availiable, so no option to preview custom invoice prior sending it.
    I don't need saving every preview PDF invoice perhaps it can just open in a new tab without…

    2 votes

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  5. Currently when you use the Switch rule the order that the accounts are displayed when they are transferred by the rule is not the same as the order that they show in the existing group. This can be frustrating when you have say a Provision for tax group of accounts which could be a refund or tax to pay and you have accounts displaying as Opening balance then tax provision and RWT etc as you want the Opening Balance account to always display first.

    1 vote

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  6. Hi Xero team,

    For timesheets with the "Total hours worked" setting, would you be able to create a setting that allows us to set our own default shift duration?

    When we go to add a shift to our timesheet, by default the shift duration is set to 8 hours. For those of us who don't work 8 hour shifts, each time we log a shift we have to click on the duration and change it to the amount of hours we worked.

    It would be awesome to have this feature that allows us to set our default shift duration to…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  7. When we receive a bill from a supplier that also uses Xero we have the option to put it in as a draft bill directly into our Xero. It's very useful feature. But as a partner with nearly 200 clients when we click through it asks us to log in and select which client the bill is for. We used to be able to type the company name (usually our own) but that option has been removed and now I have to scroll down the list of clients until I find the right one. How is this an improvement? Can…

    1 vote

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  8. I would like to set and track deadline dates on the dashboard for each client relating to statutory and other submissions (i.e. provisional tax / monthly management reports / tax return submissions / etc.).

    1 vote

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  9. When doing bank reconciliations and a 'match' needed to cover a number of items included in a single payment ( for instance a credit card payment which includes a number of separate expenses), it would be helpful to have a dropdown menu in the 'description' column. This would avoid repetitious typing of entries such as: Officeworks, Bunnings etc.

    1 vote

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  10. To have an option for a bill to be paid automatically on the Due date
    Invoice comes from Supplier. Invoices is processed to Xero with a due date
    On the due date invoice is paid automatically (through interaction with bank)

    3 votes

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  11. NZ Payroll - bulk approve timesheets

    26 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  12. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    33 votes

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  13. When generating a batch payment for multiple bills, the reference column of the batch payment is driven from the reference field within the supplier contact.

    When a batch payment is made the reference is automatically set from contacts rather than the reference on the invoice. This means that in the reference column of the batch payment the invoice reference is required to manually added, doing this also updates the contact which means this process has to be completed every month otherwise you end up exporting payments with the previous months invoice reference as the payment reference.

    The simplest fix is…

    29 votes

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    Hi everyone, rounding back we appreciate there hasn't been much explanation before now on why this idea is not planned. 

    Coming across from our previous forums this has been reviewed by many of our team in product. To start, and explain logic behind the scenes - Xero allows references to be pulled from either:

    • what's been entered as a reference for the contact, or
    • the bill reference

    Batch payments is designed to cater for businesses that require the same reference for every invoice via the reference entered in the Contact record.

    👉For example utility companies needing an account number entered as a bill reference; so that the utility company knows who paid them.

    If you need to have all the payee references be pulled from the bill instead of the contact record then you can remove the reference from the contact field when processing your batch. Moving forward all of…

  14. In the Find and Match screen, add a filter for a date range rather than having to scroll thru all the outstanding transactions.

    49 votes

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  15. Lightyear now has receipts but the import in Xero as Invoices. Can we set this up to come in as Spend Money as Hubdoc doesn't have approvals or the ability for the uploader to code without being able to publish.

    1 vote

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  16. When I look at transactions posted to a N/L code, I just want to see everything and then decide how to filter it there or in Excel etc.

    We don't need the extra steps of breaking down the data into 000's as that is annoying and takes a little more time for the extra clicks.

    1 vote

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  17. The report pack is a great feature to save time in downloading multiple reports at the same time. Is there the ability to export these reports to excel as separate spreadsheets rather than as multiple tabs on the same sheet? If not can this feature be added as accountants generally review these work papers separately and it saves time if we don't have to convert the multiple sheets into separate spreadsheets.

    1 vote

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  18. Similar to other "snapshots" available on the Dashboard, for any VAT registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for VAT liability total shown on the dashboard

    40 votes

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    Hey everyone, just a quick update on this one, as it was shifted to delivered in error.

    Whilst we have refreshed the VAT dashboard widget with a new look, it does not display your current VAT liability - apologies for the confusion.

    We’ll be opening this idea back up to votes and feedback from the community.

    As the team have confirmed this is one they’re exploring, we’ll pop it in ‘working on it’ for now.

  19. Improve / expand data brought across in Stripe Direct Feed. Description in Stripe is not brought across which means many Stripe transactions in our Xero feed have meaningless references and descriptions e.g.

    Reference: ch_3MHilDKRj5Y4ltOC0Sef6SkV
    Description: Subscription creation / Card Country-CA

    Instead of the actual product description that is shown in Stripe.

    That means we can not create bank rules to rely on description / reference data and need to manually check transactions in Stripe to reconcile revenue to the correct product-based revenue accounts.

    2 votes

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  20. Looking at the mileage and expense app in the demo company, I noticed many fields need to be completed each time, such as bank account, categorised to an account etc. This level of detail should be managed by an administrator rather than an employee who is on the road and needs to worry about what code the expense should be linked to and the tax rate, and so on. All they need to do is take an image of the receipt, type a few words explaining the reason for the expense and then send it. After which, it is up…

    4 votes

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