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  1. New idea - In Reckon there is a little drop-down calculator you can use in the amounts field. So if for example you claim 60% business/40% personal for a vehicle expense, you can work it out in the box of a split transaction in the bookkeeping program rather than having to open a separate calculator. Likewise if you have a docket with both personal and business transactions on it, you can add them up within the transaction instead of opening a separate calculator.

    1 vote

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  2. Have "My Cases" clearly accessible and visible through the main Xero Dashboard rather than having to go to a completely different URL

    9 votes

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  3. Please fix the Schedule 5 PAYG calculation to include YTD commissions and bonuses as well as ordinary earnings. This is causing issues with tax not calculating automatically because the employee's only form of income is from commissions (real estate industry) and they are forced to report it under commissions for STP Phase 2 yet the calculation things they have $0 YTD earnings.

    24 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  4. We only want to pay the supplier/freelancer once our customer has paid for the service.
    Some form of link between a purchase invoice and the associated sales invoice to flag that the supplier can now be paid as the corresponding sales invoice was settled.
    Trigger something in the Due Date or even set up a payment so that it is easier to make sure we only pay once we have been paid

    3 votes

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    Hi Neil, just rounding back on your idea here again. We have a separate request for the ability to be notified when an invoice has been paid. Being good to track each part of the idea separately I'll slightly adjust the title of your idea for the first portion and you're welcome to join this other one for any updates around notification of paid invoices. 🙂

  5. Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.

    6 votes

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  6. Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.

    3 votes

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  7. This was happening for a while after a recent update, but it's gone back to the way it was :( ... having to manually unselect the items after the operation.

    3 votes

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  8. Ability to retrieve ABA file that was previously created / used to review the actual bank details that were uploaded to the bank account.

    Also to view which payments made up the total payment

    4 votes

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  9. Hi - could the Timer appear on other Xero pages, not just the Projects page? So when the timer is started, it stays on the screen when we move between Dashboard, Business, Accounting etc. That would be great. Thanks.

    3 votes

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  10. Ability to automatically apply bank rules by default.

    Purpose: To save time from having to manually choose to turn-on bank rules.

    53 votes

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    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

  11. we will have an overseas employee (from NZ) joining our australian company. In payroll I can put under Taxes the status Foreign Resident but not his address in NZ. I find this very restrictive to only be able to choose a State in Aus and no overseas addresses. Anybody an idea how to circumnavigate this without having to find some additional app to connect with Xero as was suggested by Xero Support.

    19 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  12. Currently we create a budget for each tracking category (department).

    I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.

    I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)

    I understand that there is not a way to show a formula column without all the individual budget columns.

    Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report

    13 votes

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  13. Where recurring bills relate to monthly charges, invoiced on a daily rate, can a feature be set up so that the number of units automatically defaults to the number of days in the month of billing?

    3 votes

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  14. Bill Due Date

    At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.

    3 votes

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  15. In the Files area, there are some that you do not know of until you opened them, and upon seeing them, it's not needed for the business. You have to close the file, either select the checkbox then delete, or the option button on the right to delete. Can you add a Delete function upon opening the file so we don't have to click close just to delete unwanted files? Thank you!.

    2 votes

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  16. when i filter through Payable invoice Report, it only allows to select groups containing but not excluding certain contact groups. i have only suppliers under no group, Euros & DD and i wish to exclude these within DD group to be excluded to avoid double paying them.

    3 votes

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  17. I would suggest to about the Contacts function. Currently, the system automatically merge the contact information with the same name first and last name when importing the contacts. It's very common that customers have same first name and last name. I think it's better for Xero to have diagnostic to ask if the contacts imported are the same before merging. The auto merging function is creating lots of issue when the customers name are the same.

    2 votes

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  18. Add a section to manual journals so that you can make adjustments for a specific vendor (customer).
    For example, our customer signed a contract for subscription for 12 months. I show deffered revenue and then every month I transfer part of this deferred revenue to revenue. It is very difficult to track whether all deferred revenue has been converted into revenue if it is not possible to keep records of revenue by counterparties, especially if multi-currency accounting.

    2 votes

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  19. Be able to use CIS nominal codes on quotes so CIS is displayed

    36 votes

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    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

  20. I often take part-payments against customer invoices in Xero. But, when I use the app, the full sales invoice amount appears rather than the remaining balance. The app should show the remaining balance on sales invoices - when viewing the list of unpaid invoices.

    1 vote

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