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  1. VAT Return - transactions by VAT Box
    Hi our company VAT return is currently over 400 pages long. Reviewing it is not easy when you have the box 1 figure on page one. I then scroll to about page 65 to get to the box 4 numbers after scrolling past it 2 or 3 times.
    It would be amazing if there was a navigation panel to one side that I could click and it would take me to the page of the vat return relevant to the box number I want to review.

    3 votes

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  2. Accepted Quote Report

    Great to see that we can now look at a report for accepted quotes but the report is not filterable by the accepted date - please can this be added to the date search for quote reports within Quotes through Receivable Invoice Details and Summary reports.
    At the moment the report isn't right as you can only search by due date and created date which is no good - the accepted date needs to be a searchable date or the quote filtered by accepted quotes is useless if you ant to see what quotes have been accepted…

    12 votes

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  3. We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.

    8 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  4. Including additional earnings rates in the annual salary display. At the moment it only includes ordinary hours and has confused some of our emplyees.

    14 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  5. The ability to be able to multiple select earnings types when setting up the employee template.

    Also with the ability to select Calculation Type - either Use Earnings Rate or Enter Rate.

    If selecting 'Enter Rate' this can be input after the earnings lines are available - like usual.

    11 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  6. This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.

    14 votes

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    2 comments  ·  Payroll  ·  Admin →
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  7. Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily

    1 vote

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  8. As with standard users and bills raised, ability to bulk import invoices from excel.

    1 vote

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  9. Please add unit and rate columns in this report.

    I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
    thanks.

    1 vote

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  11. When manually reconciling a bank clearing account, you have to manually add up the credits that you have ticked to make sure that they add up to the debit that you are reconciling to.
    It would be great if there was a figure showing the total of all items ticked.
    It would work exactly the same as when preparing a batch payment in the Purchases module where the total of all bills ticked is shown at the top.
    It would save SO MUCH time if we could have a similar total showing in the bank transactions screen - there can…

    18 votes

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  12. I would like to have an option for repeating journals to be done daily. Currently you can only choose monthly or weekly.

    7 votes

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  13. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    24 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  14. When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.

    I think there should be a fifth option.

    In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.

    This would save a lot of time repeating steps.

    3 votes

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  15. To include different accounting method for construction company.

    We are using PCM method for our accounting in which our revenue and expenses recognized are based on the project's progress. Our project work done percentage is based on the costs incurred and the revenue and cost of sales are based on the work done percentage.

    I have attached an example of calculation.

    4 votes

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  16. Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.

    Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.

    8 votes

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  17. Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.

    3 votes

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    Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?

    As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂

  18. Please add cropping function on the app when you are adding photo of a business expense receipt.

    5 votes

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  19. Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.

    6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.

    I don't think this should be…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  20. Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
    Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…

    1 vote

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