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  1. I am a refuge from QuickBooks (after decades of use). I switched to Xero because of the ever-increasing costs of QuickBooks since they switched to a subscription model.

    I have to have two Xero subscriptions -- one for my (very) small business and one for my home bookkeeping. (With QuickBooks, I could manage both with a single account.) At the Early level, that's $15 per month apiece, $30 a month for both, or $360 a year in all. That's less than QuickBooks, but it's a lot for my modest needs.

    Now with the added "cash coding" feature -- which I…

    2 votes

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  2. Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Can I turn this feature off. I have a client whose bills are broken down over several bikes, and therefore I can have one Invoice with several lines fed in from another software called MTA. I understand this is a great feature, but in this case I need the warning turned off. Is it possible to switch off?

    1 vote

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  4. Quote- Multiple formatting options in the "Summary" section.

    In the service delivery business the quotation is also your proposal. Having the ability to use bulleting or numbering as well as bold text or underlining would greatly improve the look and feel of your proposal when the "Summary" section is used to describe and summarize the work or project you are quoting on.

    1 vote

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  5. Hi Xero,

    I’m experiencing an issue when adding Item Codes to draft invoices. When I enter an Item Code, Xero automatically overwrites the existing Description field with the saved item details. However, in my workflow, I often need to enter a custom description first and then add the Item Code without losing my original text.

    Currently, even if I edit the item in Products and Services and leave the Description field blank, Xero still replaces my custom description with an empty field. I have tried manually entering the Item Code, but it either auto-fills or deletes the text I’ve typed.

    1 vote

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  6. Copy to Draft
    We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
    The base Sales Invoice has numerous lines for all the possibilities to process each day's
    sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.

    New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line.…

    1 vote

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  7. It would be great if you could customise what text is displayed with placeholders on the client end, for example, for the [online quote/invoice link] options, I'd rather they could be displayed simply the other end, instead of the long web link which looks a bit spammy...ie 'please access your quote here' - and it's 'here' that links - as a normal hyperlink would

    2 votes

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  8. We need to have the ability to add an additional column to the Sales Invoice Template.
    When we are already utilising the Item and Description column, we for example need to add a Barcode field as well. I would presume that this is a frequent requirement for other businesses.
    In addition, there should be a specific PO field in addition to the Reference field.

    2 votes

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  9. When entering a quote, we have to enter an account code for every line of a quote. If we type one in incorrectly (for example entering code 2000 instead of 200), then Xero opens a link to add account codes. The problem is that this does this in the same window. You cannot go back to your 38 line quote that you spent nearly a half hour creating because Xero didn't open a new window, no they put the link to new account codes in the same window as the quote. If you hit the back button to get back…

    2 votes

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  10. When entering a new bill, sometimes the VAT value is out by a few pence.

    A spinner button added to the 'Tax Amount' column to quickly increase or decrease the value rather than having to delete and retype would be convenient.

    See attached image of example.

    3 votes

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  11. A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.

    2 votes

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  12. What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds…

    3 votes

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    Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

    It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

    Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

    Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

  13. I raise invoices for clients who provide services to government departments and have project managers involved. This requires me to send an invoice to the accounts department who may have einvoicing and to the project manager who does not have access to the financial software and therefore requires a copy of the invoice which also confirms to them that the invoice has been submitted to accounts. Would it be possible to have another option when preparing an invoice to Approve, Send (as an e-invoice) and Email all in one process?

    1 vote

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  14. Show that vendor's previous bills on the screen when entering a new bill. This helps to see prior amounts and dates to make sure month-to-month expenses are in line.

    1 vote

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  15. Ability to see aged debtors' balance in the currency the invoice was generated in, not just in your base currency, otherwise, it is difficult to calculate how much a customer owes. The same is true when you view the balance for a contact. It shows the issuing currency for each entry, but the total is only shown in the base currency, which is not helpful if you need to inform someone of the balance outstanding.

    1 vote

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  16. When you create a repeating invoice give the ability to select a specific contact for the invoice.

    We have a client who wants invoices for the two services we provide to be sent to different contacts for approval (one to the marketing dept, one to the IT dept). This is a common issue with other larger clients who have budgets assigned to different departments. Sometimes we just put FAO [name] in the reference and they go to a generic accounts email address, but with this client the invoice needs to go to the approver first.

    In repeating profiles it would…

    1 vote

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  17. Would it be possible to amend Xero settings, so that if you run a balance sheet to the end of February, the comparatives are also run to the end of previous month?

    In February, my current month balance sheet is run to 28 February (Xero's choice) and Xero decides that means I also want to see the comparatives run to 28 January as a default setting.

    As many month-end journals are posted to, say, 31 January, the balance doesn't include them.

    This is very misleading: in any other month, the comparatives are run to the end of the month.

    It's…

    1 vote

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  18. xero online invoices show rate & quantity even when posted from XPM which do not show rate or quantity
    automatic invoice reminders from xero online are sent with rate & quantity even though invoice settings in xero exclude rate & quantity
    xero online invoices should be aligned with XPM in all formats - pdf version & online

    1 vote

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  19. When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.

    2 votes

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  20. At the moment Xero doesn't auto calculate the depreciation rate from the effective life. This means when we run the depreciation report the rate column shows up as blank if we've entered the effective life into the asset register rather than the rate. We should be able to enter the effective life and Xero auto calculates the depreciation rate for the depreciation report.

    2 votes

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