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3515 results found

  1. ability to add/upload the bank statement/credit card statement to reconciliation report for future cross checking by accountant

    211 votes

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  2. Ability to set up standard week in Xero Payroll.

    Purpose: To make users easily calculate their employee’s wages. Especially for industries that run 7 days a week.

    169 votes

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     ·  53 comments  ·  Payroll  ·  Admin →
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  3. Where the "Reporting Name" feature is used when creating accounts, it would be great to be able to select either account name or reporting name when running reports such as the BS, P&L or trial balance

    64 votes

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  4. When a customer accepts a quote via the link the email is sent to the users email address - suggestion is to have it sent to the REPLY TO email address and / or the USERS address.

    119 votes

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  5. Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.

    It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".

    As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals

    7 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  6. Ability to set colour of organisation in the naivgational banner

    Purpose: To help distinguish between clients, and avoid entering data incorrectly when working with multiple clients.

    168 votes

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  7. Hi,

    Can I please request that on all customer statements there is a running balance on the side, so that it's easy to add up?

    13 votes

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    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

  8. Invoice placeholders (repeating invoices)

    It would be an advantage to allow additional fields in the repeating invoice template, including future quarter(s) / year(s) or date ranges.

    12 votes

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    Thanks for the advice here, Barbara - In relation to what you've asked it sounds very similar to the idea here that I'd

    d recommend adding your support too. 


    Jeremy - do you mind giving a bit more detail of what you're in need of here if Barbara's help doesn't resolve your issue? If you'd like to insert a placeholder for a future date this can be done. If you'd like to set a specific date you can do this using + and - when inserting the placeholder. 



  9. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    24 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  10. Using the dashboard search, we are no longer able to search by account number and must instead use names. Account numbers are used by thousands of businesses across the country and it's one of my most common client questions.

    We can search by account number in the contact screen, please extend this to the dashboard search

    28 votes

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  11. When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.

    If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.

    This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.

    We do hope that the Invoice Number column can also be shown…

    6 votes

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  12. Ability to select multiple/all transactions during reconciliation.

    Purpose: To save users time from having to reconcile the transactions one by one.

    178 votes

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    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

  13. New Account transaction report - remove the totals when generating the report for a single account.
    The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
    When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total…

    9 votes

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  14. Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.

    Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.

    28 votes

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  15. When looking at a customer's account in Contacts, there should be a spot in the invoices due that shows clearly if there is an unallocated overpayment, prepayment or Credit at a glance.

    There also needs to be a better report just for unallocated Prepayments, Credits and Overpayments.

    I find the Receivable Invoice Summary isn't wait I'm looking for as it doesn't fulfil the job required.

    16 votes

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  16. It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.

    This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.

    The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.

    72 votes

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  17. Ability to specify a set approver for a specific employee when they submit expenses

    152 votes

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  18. Feedback - Projects: Reporting - Bills assigned to a Project

    This is providing feedback on the new feature released in response to

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961406-projects-reporting-bills-assigned-to-a-project

    Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.

    My feedback: Thanks for shipping this new feature. It is a good start, but only a start.

    1. Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…

    8 votes

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    Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!

    Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.

    It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for. 

    I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change. 

    We'll begin feeling out the community interest on the idea here, and can…

  19. Currently, the stock is not updated until the bill is entered. Many times the deliveries can be part-deliveries or billed on multiple bills. It is impossible to part bill and update the stock for the delivered items
    Also, we can get billed before any order is even processed by the supplier. To match the bill with the purchase order, it needs to be entered through the purchase order, which updates the stock before it has even arrived in store.
    We need the ability to update the stock record in Xero at the time of delivery, not on billing date.
    This…

    81 votes

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  20. Being able to customize each user role is quite important as every person in every company does something different. Giving them access to systems they shouldn't have because the User Role they need to do their job allows them access to these other areas is a security risk in general.

    Putting in Custom Roles will also allow companies to adjust the Users to their Company Policies for controls.

    This is the main reason I am posting this, as we are soon bringing on a new junior accountant where I will need to give them "approval" rights for Invoicing and a…

    59 votes

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    Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans. 


    Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made. 

    I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too. 

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