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  1. We would like a function to be able to search employee's by national insurance number.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. When reviewing an expense claim, it would be ideal if the attachment (receipt) could fill the left side of the screen, so we can see the full receipt.

    Scrolling up and down to view information is tedious, so having the attachment displayed in a fixed area with an option to zoom in when needed would make the process much smoother.

    Currently, the view shows the top third only, so it misses a lot of information.

    1 vote

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    1 comment  ·  Admin →
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  3. Current subscription payment method only allows debit/credit cards, it creates an additional step for the cardholder to claim back the fund from company every month. Therefore, I need the option to pay for the Xero subscription via auto GIRO deduction directly from company's bank account. It is more logical to have auto GIRO option since the subscription is for company use and the payment is recurring.

    4 votes

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  4. It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Not being able to enter an item # in quotes: This is a bad flaw in your software for people selling services and should be fixed. I People doing custom project services will not want to create new "products" every time they do a custom quote, they just want to add Item 1, 2, 3 and start typing work description

    11 votes

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  6. There is no reason to override a cogs associated account to a purchase account in the inventory item summary.

    The suggestion is to allow the inventory item summary report to report on items as they are actually tracked on the P&L meaning material purchases are a cogs and should show in the cogs on this report.

    1 vote

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  7. If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
    ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Insert blank row in customised financial reports to separate different groups..

    6 votes

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  9. To minimise additional payroll payment processing it would be great to have the ability to pay employees from more than one Company bank account using the Payroll Batch payment functionality i.e Employee 1,2,3,4 gets paid from Bank Account A and Employee 5,6,7,8 gets paid from Bank Account B.

    9 votes

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  10. Just wanted to feedback some issues found during brief testing of Hubdoc (as potential replacement for Dext; we'll not be proceeding at this stage) ... here's what we found:
    - different naming conventions - “Credit Note/Refund” equivalent (not sure what it is?) not as intuitive
    - for multi-line entries, it doesn’t tell you what the remaining balance on a bill is (it does provide running total of lines entered but requires external 'calc' action)
    - clunkier on mobile phone - have to log in each time whereas Dext is just snap and go
    - no option to do multiple page…

    1 vote

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    Appreciate your feedback, Rich. It really helps if each idea you is raised separately. This way others know exactly what they're adding their vote for here in community, our product teams can get a sense of interest in a particular feature and we can keep users updated if there are plans made specifically for that functionality.

    In terms of your ideas here I see you've titled your idea to reflect the first point you've raised, it looks like there are a few existing ideas that relates to items you've mentioned, otherwise you're welcome to start a new idea for each other point. Thanks

  11. The new invoicing page design has created a bloated feature-packed version of invoicing that, whilst great for companies who regularly email or print invoices for posting, is an absolute pain in the proverbial to navigate for companies such as ours who only create invoices for accounting purposes, and never send them out.

    For background context, we are a small family-owned investment property company who create invoices in Xero corresponding to rental income statements we receive from letting agencies. We only create the invoices once we've received the statements, so the original invoicing feature was perfect for us. Its replacement is…

    3 votes

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  12. At present, using Xero's Invoicing templates, you cannot send a "Receipt" from the Invoice -> Email screen. It prints as "Tax Invoice" with a zero balance. You have to click into the payment applied and send a "Receipt" from there.

    If Xero labelled a paid Invoice as a 'Receipt', then surely we could use 'Receipt' templates - as you cannot unless using an advanced docx template with custom coding.

    Secondary to that, Email templates - not being able to have a 'Receipt' template means that our "Receipts" go out with Xero's "View Full Invoice and Pay" message at the bottom…

    4 votes

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  13. When reconciling transactions, there is "Who, What, Why". When viewing reports, the "Who" becomes "Description". Not ideal, but okay.

    We really need a way to Group and Summarize by that Description field. Especially when looking at annual reports for accounts that have lots of monthly expenses, it would be really great to have them totaled up by Description.

    1 vote

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  14. When showing a list of statements to send (from Business - Invoices - Send Statements) from Send Statements, can the invoice number be shown on the screen so sorting can be done on invoice number. Also the date of the invoice would be handy as well to give an idea of when first looking at the front screen as to how old they are. It would make choosing and sending quicker and more efficient.

    2 votes

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  15. NZ Pay Day Filing Reminder

    To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Could we have a bulk date change please for when we are ready to send a lot of draft invoices or any in awaiting approval (and in the repeating 'payment due date' section)
    we rely on the repeating function but its a pain to go in and change them one at a time when there's loads, especially when they copy over into draft aswell, its a mammoth task

    i.e also an option for '30 days payment due upon receipt of invoice' 😃

    8 votes

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  17. I think being able to connect a barcode scanner to xero to allow users to create a new invoice and scan items to have them appear as line items would be very beneficial to many customers. A lot of people use xero to resell items and if i could create a new invoice and instead of manually type everything, to just scan the UPC and have the item pop up would help prevent human errors

    2 votes

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  18. I think the time has come to invest in AI, as a accounting software leader (Xero). Many people invest their money in AI software, like accountants, to do better / more accurate and faster budgets, forecasting (cash/accrual) mixed with different scenario's, transaction reconciliations and presentations of data/information and graphs. This usually in excel; outside the accounting software, where mistakes are likely to happen. I am not in IT, or software development/integrations, so I do not have an idea what this type of investment would cost, but my gut feeling is it would be worth it.

    6 votes

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    Like your forward thinking, Johan. 

    As Freya mentioned there is some AI going on in Xero already with the way Xero makes suggestions to help you reconcile your bank account. 

    We recently shared some insights with our customers on our approach to generative AI with Xero and you can read more about this on our blog

    Later this year you'll see Just ask Xero (JAX) be introduced and I'll round back to share once this is available. 

  19. Recipient-Created Tax Invoices (RCTI) are a normal thing in some industries. Xero is not set up to create them; instead we have to do a workaround with purchase orders.

    I'd like to not have to use the workaround.

    The workaround consists of:
    - creating RCTI branding themes
    - creating a purchase order for each entity needing RCTIs
    - edit that purchase order with the new details every time creation of an RCTI is needed (so in labour hire this can be every week for each contractor)
    - send the purchase order to the entity needing the RCTI (editing the email…

    13 votes

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  20. We are forwarding inbound invoice emails to the Xero processing address, but, many suppliers send multiple copies (up to 5 or 6) saying "Invoice", "Invoice due in x -7 days", "Invoice due today", "Invoice paid", each with the invoice.

    Going through the duplicates screen is time consuming.

    Please make this easier for bulk actions:

    1) a keep this and delete others (in a group)
    2) a delete all (in a group) - sometimes we get statements or similar sent and right now we can delete the duplicates but have to go back to the invoice list to delete the original.

    2 votes

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