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  1. Automate the showing of which invoice or bill a credit note has been applied to.

    I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.

    XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work,…

    2 votes

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  2. 15 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  3. In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries

    16 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  4. In the account transactions report, the reference for batch deposits (of invoices) should be the payment reference.

    Currently, the individual invoice numbers are presented for batch deposits when you run account transactions.

    47 votes

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  5. It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.

    32 votes

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    Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


    While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

    From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

    • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
  6. The ability to flag a customer as "purchase order required". We have a growing number of customers who won't pay us unless we put a purchase order reference on the invoice. It would be good if we can have a flag in the customer that says they require a PO and therefore when we raise an invoice to them it pops up a reminder message.

    11 votes

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    Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.

    At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.

    For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.

  7. we need more than 6 email addresses per contact, or the ability to choose groups instead of contacts only , when generating new invoices.

    thks

    14 votes

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  8. Xero access - Limited permissions for approver

    In the process of bills approvements we need the approvers to have limited access to suppliers (if they can access xero currently access allows them to see everything on the system). For example:

    approver A has limtied access to supplier B
    Approver C has limited access to supplier D

    approver A could not see information regarding supplier D and approver C could not see information on supplier B.

    This would help us to avoid having an extra software that handles approvals when everything could be done through xero.

    2 votes

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  9. Dispose of an asset in the next financial year without running depreciation to previous FY.

    2 votes

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  10. We have a lot of personal expenses (reimburseable) and no company expenses within our business - when employees input their expenses it defaults to company money.

    Occasionally these slip through the net and aren't changed prior to approval.

    Can we switch off 'company money' in expenses - or can we set 'personal spend' to be the default option?

    5 votes

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  11. VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax Audit Report spreadsheet off Xero,…

    12 votes

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  12. Currently, if you change the address of a contact, old invoices and bills will show the new address and not the old address.

    It would it be good if the old documents can keep the old address. It is because having the old address is a piece of evidence to show where the goods have been delivered to. It is important to show that to the tax authority and auditors where the goods are delivered to determine the GST/VAT type, etc.

    pls look into this. thank you.

    74 votes

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  13. bills summary screen - Add Total Bill Amount and Total GST to the Column Chooser and make the settings persist accross all Bills Tabs for the speciofied User and Organisation.

    2 votes

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  14. Make it so that an employees actual current leave balance is shown on an employee's record under the leave tab. Not just the balance with future leave applied. It's frustrating to have to download an employees pay slip to view these balances.

    12 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  15. Every month I publish, export and share reports with certain individuals. I would like to do this within Xero. I set up users who can have "View published reports" access. When I publish a report I can then select that report and choose which of these users I wish to share it with. The user is notified, can login to Xero and is then presented with a list of published reports that have been shared with them. It keeps all the functionality native to Xero.

    7 votes

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  16. The recent changes to the contacts screen have done nothing but hinder our business. You have removed the "Payments in past 12 months" which is something we rely on heavily when managing our clients. There is now no way to see all payments by a particular client where there are credit notes applied or they have paid by different means (sometimes by card, sometimes DD and sometimes bank transfer) as we would have to search each account separately and manually pull out the credit note balances. Very laborious and this is information we use daily in our credit control procedures.

    3 votes

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  17. The previous Profit & Loss report allowed you to filter by multiple categories. There was an add t report function which allowed users to drill down into secondary categories and export ALL of the data into one report which showed 1. A P&L Summary, 2. Detailed expenditure for the chosen secondary category. The "Add to report" function allowed the user to export the entire category details as a whole.

    For our business this is critical. We are a bespoke project based company and use this filter constantly & No the project feature does not work for our business....I have tried!

    5 votes

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  18. Add the option for multi currency to other subscription types.

    Currently the only way to use multi-currency is to upgrade to the Xero Established/Premium or Ultimate pricing plan. For a sole trader that doesn't need all the extra features of those plans, that is a minimum price increase of over double the starter plan.

    38 votes

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  19. The ability to add in work in progress each month so that it shows as turnover in the P&L. This will enable us to produce a true position of the businesses profitability.

    5 votes

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  20. After reporting a bug (can no longer preview contact files) I was given the following response :

    "As you’ve found, right now it’s not possible to preview contact files anymore. You can however, download it and view it instead.
    I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts."

    When something breaks you fix it. You DO NOT pretend that fixing it is a "New Feature" - that then needs requested and voted on.

    3 votes

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