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  1. Dear support team,

    I use Zero mostly to run payments and upload them in the bank system. I am trying to make my work easier as currently Zero has very limited features and I have to do a lot of work manually. I need to be able to download payments files from Zero in CSV or XML format and then automatically upload them in bulk in our bank system. The upload must be done in the right bank account and show our account number, the beneficiary, the amount of payment, currency, value date, status of the payment file and, most…

    1 vote

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  2. It would be really useful to be able to have a column in the 'awaiting payment' section where you can mark the group (i.e. Direct Debit) so when you're setting up Telleroo payments / batch payments, you can easily see which one's are Direct Debit suppliers without either running a payables report or clicking into the supplier to see which group they belong to

    11 votes

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  3. Business snapshot - link to default custom Profit & Loss Report

    We use a custom Profit & Loss Report which is default.
    Unfortunately the Business snapshot links to the standard xero Profit & Loss Report not the custom default Profit & Loss report.
    Can the Business snapshot be changed to link to the custom default reports?

    1 vote

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  4. Hi,

    I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.

    This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.

    Thanks,

    3 votes

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  5. We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new…

    3 votes

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  6. Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
    At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.

    1 vote

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  7. To add search in Transactions column paid / unpaid
    and to Receivables Account code perhaps in filters so to filter unpaid only for chosen code

    1 vote

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    0 comments  ·  Admin →
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  8. I recently encountered errors like "account must be valid" when updating invoices. It is important to list and/or highlight the relevant rows or item nos in the error message.

    1 vote

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  9. In most areas of xero you can enter dates in any format, however, in the 'new fixed assets' this errors unless its in the one format Xero accepts.

    Please make the date fields similar to the other fields in Xero, allowing any format e.g. 1/1/24, 1.1.24, 1-1-24, 1 1 24, etc

    2 votes

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  10. Make the functionality of quotes similar to invoices, e.g. import quotes, bulk approve quotes, bulk send quotes. I recently had to send out 417 quotes for the same thing and they had to all be done individually which was extremely time consuming. If they had been invoices, I could've imported them on a spreadsheet, approved them all at once and sent them all at once. Instead each one had to be done individually.

    2 votes

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    Appreciate your liking to invoices in Xero, Angela. Each functionality would need to be considered in isolation so I've changed the title of your idea here for bulk sending.

    We don't have any direct plans for this right now, but we'll begin to get a sense of the interest and keep you updated of any change, here.

    You'll find an existing idea for import/export of quotes that you may like to join as well. If there's any other feature like this that you'd like to see welcome to start another idea. 🙂

  11. The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.

    2 votes

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  12. Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.

    4 votes

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  13. Under classic invoicing I can share invoices across the Xero network between Xero entities from different countries (in my case, Australian company invoicing a USA company) Why can't this feature be available under the new invoice format (I don't see what eInvoicing actually has to do with it)

    First time I've seen Xero take a major step backwards (I now have to spend more time doing the same job... well done folks)

    3 votes

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  14. I am looking for an alternative to Quickbooks. As a solo consultant, I thought Xero would be the most appropriate fit for my business. Unfortunately, the fact that I need to subscribe to the top pricing plan at $115 per month in order to be able to bill for time is totally unrealistic. I thought Xero promoted itself as being a good fit for small business???? I don't need to track projects, I just need to be able to bill by the hour and invoice my 2 clients on a monthly basis. I'm sure I wouldn't be alone in these…

    3 votes

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  15. New Invoicing - Show selected From Email

    The old invoicing would show which Email address would be used as the from email when emailing an invoice to a client. This is an important double check to be sure I'm using the correct email address for the particular client. Since this has been removed I now have to remember to check the Email settings in a different tab before sending every invoice, which is very time consuming and is the primary reason I switch back to Classic every time I try the frustrating "New Invoicing" system after suffering through its hard…

    17 votes

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  16. We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.

    It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.

    2 votes

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  17. ADD SMS OPTION TO SEND INVOICE VIA SMS. LOT OF PEOPLE SEND VIA IPHONE OR IPAD ECT

    25 votes

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    Hi everyone, we really appreciate those that have been testing and sharing back on their experience with our beta for sending invoices via SMS. We've had great results and are moving forward to release this to all users in Australia to begin.

    As we roll this out this'll mean those that have been trialing this for us will lose access for a short period of time, but I'll round back to confirm once it's been released to everyone in AU 😊Thanks!

  18. The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.

    22 votes

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  19. Show a Icon when viewing a list of Transactions to see if the transaction has any documents attached.

    1 vote

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  20. Allow the Aged Payables Report to be grouped by the Planned Date.

    1 vote

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    1 comment  ·  Admin →
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    Hi Alison, while there's no direct option to group by Planned date in the Aged Payables Detail report atm, if you change Group to None, once run you can click the Planned Date column header within the report to re-order by this field and it'll group all payable invoices by Planned Date.

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