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  1. The PayPal data feed imports dates from UTC, as is.

    For example in Australia there is a fairly large window each day where transactions will be imported and appear to have occurred the day prior. For other timezones it's likely the opposite.

    In my eyes this is an outright bug/lazy coding. The response I received from support tells me they are aware of the problem, but it's just a known quirk! They suggested adding a manual adjustment to fix the balance when required. Ugh, I would feel dirty doing that, lol.

    Essentially the only place the PayPal feed is always…

    2 votes

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  2. We need to give a user the 'Invoice only (sales)' permissions but do not want them to view invoices created by other users or ANY sales figures such as 'total awaiting payment' or 'total overdue'.

    It would be incredibly useful to have tick box options for main permissions when setting up a new Invoice Only user. These permissions should include:
    - View sales totals
    - Approve invoices
    - View invoices created by other users
    - View Invoices awaiting payment tab

    30 votes

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  3. For employees who use Xero My Payroll, if you are a Payroll Admin user, you can grant employees authority to approve leave. The option for Timesheet approval should also be there, it is available in other countries but not NZ.

    34 votes

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    12 comments  ·  Payroll  ·  Admin →
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  4. When I add a Task to a project I would like to add a Task Title trhen have a seperate section to Describe the task detail. At the moment there is insufficient space for this information.

    2 votes

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  5. Allocate purchase orders to CIS labour & CIS material account codes. Obviously these shouldn't be included in the CIS report until the purchase order is changed into a bill.

    11 votes

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  6. When creating an invoice for a customer and applying the “items” that were assigned to the customer it would be very helpful for Xero to apply all of the relevant information that was entered for the item to the invoice. Such as sales price, revenue account etc. Currently the billable expense information that is applied is the “cost price” only, which is not relevant on a customer invoice, and you must set the revenue account for each line item. All of the information is already entered in the inventory for the item.

    13 votes

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  7. Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
    Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
    As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.

    12 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  8. Hi,

    Please can you allow more than 5 reminders, we chase to strict deadlines so 5 isn't enough. Does there need to be a limit?

    Thanks

    Ryan

    31 votes

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    Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders. 


    To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂

  9. Ability to merge inventory items.

    Purpose: Users can easily merge the inventory items when they accidentally created the new same items in Xero.

    45 votes

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  10. To lock future dates to avoid invoices being captured in the incorrect month or year. Or to show a warning when the invoice is posted to make the user aware that the invoice is post dated

    6 votes

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  11. Bank Rules Report
    To enable review of all rules in place rather than having to select each one individually. This will enable duplications to be removed, rules not working to be fixed etc etc

    35 votes

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  12. When making a batch payment, it's always a pain to have to exit to get the missing bank details.

    I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.

    4 votes

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    It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct? 

    Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record. 

  13. Finalise Year End
    Can we have an option (just like finalising the GST returns) where we can finalise the year, and then later on print a report with any changes made since? The lock dates are not the solution, because they can be unlocked and relocked and there is no detail of changes made.
    If we could "finalise" a year when the client has signed off accounts or tax returns, then if anyone inadvertently edits or changes coding we can see that.

    3 votes

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  14. I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.

    I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.

    10 votes

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  15. Can you please create the functionality to send the payslips to both the employees and the employers.

    Currently payslips can only be sent to one email address when being sent by Xero. A second email address can't be added to an employee's record for payslips to be sent to.

    It would be beneficial to be able to send them via Xero to both the employee and employer.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. This column is useful but could be improved.

    As already noted in another existing idea, it would be good if there was a way to indicate whether the discount is per-item or for the line. As it stands, if there is a count, then to emulate a dollar discount on each item, we have to manually calculate the total discount for the line (number * $ discount) to enter the appropriate line value.

    The percentage discount option is good also (as it avoids the above problem with specifying an absolute amount). However, it has a different problem in that the…

    11 votes

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  17. Export a file that collates all invoices for each contact, to be uploaded to your bank to run customer direct debits. The same as you can do for bill payments. We currently use UCollect for $360pa, if anyone has any other ideas for this simple task -while Xero is working on building it ;) ...I'd love to hear them, TIA.

    19 votes

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  18. Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.

    17 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  19. The ability to send multiple (or up to 10) quotes to one email address

    5 votes

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  20. Project Summary Report always had actual hours and estimated hours on and since it has been updated this option is no longer available and that is 2 of the most important columns for us. Also the wording of the headings have changed and no longer match the Project Details report which is ridiculous. This report needs to be converted back to how they used to be.

    8 votes

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