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  1. Please INCLUDE GOOGLE SHEETS for ALL downloadable reports in Xero. Some reports are downloadable only in Excel. SUPER FRUSTRATING!!!!!!

    1 vote

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    Hi Johann, so I can get your request in front of the right team, I just need to check which reports you're specifically referring to. Would one of them be the VAT 201?

  2. The date format for South Africa is incorrect. We use a day month year format, not the American month day year format. Surely Xero can change this so its adaptable for each country and preference? Its not asking a lot of work to have that additional option. But can cause a huge issue when its not what we work with.

    5 votes

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  3. The ability to distinguish between invoices by reference and invoice number rather than client name which could be 100 different invoices under the same name.

    5 votes

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  4. When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)

    2 votes

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  5. PROJECTS if a client has multiple projects, can there be an option that you can bill all or some of these against one invoice.

    33 votes

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  6. can you please add columns for customer account number and VAT number to invoice export data sheet? this should be a simple add as so much of the customer data already is there. it makes business analysis much better. it is far too cumbersome to track customer profitability otherwise.
    thanks!

    1 vote

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  7. When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…

    19 votes

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  8. A client has asked for the functionality to show the Kiwisaver deduction rate for employees on their payslip?

    It would be really helpful for all staff to know what this is, and also check they are on the correct rate?

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Why make credit notes so difficult to create?

    39 votes

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  10. We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.

    10 votes

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    This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.

  11. I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.

    13 votes

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  12. Allow to create project templates to apply to task lists to newly created projects

    23 votes

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  13. Quickbooks has "motion tracking" mileage, meaning the user doesn't have spent time entering their starting and final postcodes, they literally just turn the feature on and it auto records their mileage via GPS. I have clients (using Xero) who are on the road everyday for business purposes and this feature would be so useful for them to save time.

    21 votes

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    Hi everyone, thank you for feeding back and sharing with us through the idea here. We appreciate why you'd like to see automated mileage tracking developed within Xero expenses.

    While our team have a keen eye on the idea and interest in exploring this in the future we want to be open that resources are across other important work atm and there are no plans to develop this, this year.

    We'll continue to track the interest and keep you updated of any change for this through the idea, here.

  14. There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.

    16 votes

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  15. We require more than 10 email templates for our organisation, due to running multiple events and each needing a different message to go out with the Sales Invoice in the email body.

    Please Xero can you review this, I'm sure it wouldn't be too difficult to change!

    7 votes

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    Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business? 

    This isn't something we have immediate plans for atm but good to know when sharing your feedback with product. 

    For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero. 

  16. I need to search Invoice descriptions to find Invoices that have certain quote references.

    I've found a workaround for this using an Account Transaction report and filtering on description. However I can't find a way to use an OR operator.

    For example I can create a report that finds all quote references with "A0", and I can modify that to display a report that finds all quotes with a reference that contains "L0".

    However, I can't find a way to create a single report that contains all quote references with "A0" OR "L0" (or "A0" OR "A1" OR "A2")

    8 votes

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    Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team. 

    It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve. 

    However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition. 

    For example A0, L0 or A0, A1, A2, 🙂

  17. It would be helpful to link our 2 tracking categories together. As it stands, we've got departments within our business as tracking category 1, and divisions as category 2. It would be so helpful if we could put default links in place, as each department links directly to a specific division in the business. That way, when we go to post sales & purchase invoices to the ledger, once a division is added to the tracking category field, the division is automatically populated.

    10 votes

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  18. It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary

    40 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual solution…
  19. In Find and Recode allow Advisor only to tick the range of items to show ... 1,000 or 5,000 etc. 200 only is a pain.

    2 votes

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  20. A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.

    38 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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