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  1. I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
    Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
    However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
    Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

    4 votes

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  2. When purchasing product from clients we issue them with a hand-written Buyer Created Invoice on farm & then need to input this into Xero as a bill payment. But this doesn't show that it was a buyer created invoice. Please can this option be added

    13 votes

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  3. Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.

    29 votes

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  4. Would it be possible to have the ability to search on a customers account for individual products that have been previously sold to them? We have customers that purchase various products from us and sometimes it will be months between each purchase. I have to open every invoice to see if the item is on there. Even if there was an update on the Products & Services page to list the products sold to each customer, I think it would help.

    6 votes

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    Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.  

    Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report. 

    However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂

  5. In Xero Cash Coding or Transaction coding interface, provide a feature to allow pasting of data (copied for spreadsheet multiple row and columns) into Xero entry tables.

    3 votes

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  6. Ability : To have a function within contact to block raising purchase orders to an individual supplier.

    Purpose: To ensure no future orders are placed with suppliers, who we may have had issues with previously. Easier to have a function that would automatically flag this, as opposed to placing note within contact and relying on all to find this information.

    3 votes

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  7. 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.

    3 votes

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  8. The ability for Xero to automatically update pricing or changes that were made to items in products and services, when a quote is converted to an invoice.

    Or to at least get a notification that changes were made to the items in the quote when it is converted to an invoice.

    8 votes

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  9. In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.

    Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…

    10 votes

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  10. The ability to set up a holiday calendar period of our choice (we have multiple clients with varying holiday calendars) with the option to have the full holiday entitlement available and for the available balance to reduce as employees take annual leave.

    24 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  11. I would like to see a report that listed all the bank accounts, their balance at the report date and the date of the last imported bank statement line. For a company with more than a handful of accounts it would make it much easier to see which accounts needed to be brought up to date for accounts prep.

    2 votes

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  12. I generate invoices from the Xero app. Quick and easy. I would like to generate a receipt from my iPhone app as well after a customer has paid. At present you can only do this via the website.

    13 votes

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  13. We use another software programme which exports all our customer details and invoices etc into Xero automatically. The other programme uses Google to create addresses. A lot of the addresses include te reo, so include macrons. When the text is imported into Xero the macrons cause non-recognition of the characters, so we end up with a mess.
    Surely in this modern world, Xero, an Aotearoa, New Zealand, developed programme, can be made to recognise our indigenous (Official) language, and allow correct te reo spellings.
    This is 2022 not 1922, please allow us to get this basic NZ requirement correct. Xero…

    12 votes

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    Hi Karin, would it be possible to get a few more examples of names that you've tried to import and not have show with macrons? 

    One of our team have tested creating a contact via import with the name Whakatāne (/mækrn, me-/) and this created a contact in Xero as shown in this image. 

    It'd be great to better understand and see if we can look into this a bit more. 

  14. I have a lot different invoice currency which the customer should paying into respective bank account according to invoice currency. However, the invoice template now is having single standard terms which i have to list down all bank accounts in the invoice. There is also limit for creating custom invoice template but it is also not an good idea to create different template just to follow the bank account currency.

    Hope that Xero can create the filter for user to select the terms that match the criteria. Thank you.

    1 vote

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

    3 votes

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  16. I would appreciate to see when you create a PO that everything from the Invoice gets carried over to PO and then to Bill

    2 votes

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  17. 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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  18. 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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  19. 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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  20. 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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