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127 results found

  1. It would be good if you could you could add an option where you can enter a batch of invoices from the same supplier without having to add each one separately and approving them, and then have to enter the supplier name each time.

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  2. It would be nice if the tax rates show separate on the bills when entering them to know it is calculating properly. I understand we can see the tax broken out after we click approve, but it would be handy to see it before. It would also be nice if we could manually adjust the tax amounts.

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    Hi Bailey, currently when you enter a bill, if there's more than one tax rate, a different tax total is shown for each tax rate underneath the Subtotal.

    These totals are automatically updated live as you enter more lines on the bill - there's no need to save or approve the bill to see it.

    If you're experiencing different behavior I'd recommend raising this with our specialists at Xero Support who can get a closer look in to see what's going on.

  3. I am not liking downloading an invoice in suppliers invoices/drafts to view the invoice to coorect the draft to then approve. It's more steps, more time and adds another copy of the invoice in download form to my laptop storage. It feels like step backwards. Can we please go back to having a preivew in the drafts screen as that is where the preview was used most.

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    Hi Lexi, you can preview a Draft bill as well as view a side by side preview of attached files to the Draft bill from the quick view option on the Bills list.

    If you click the eye icon to the left of the Bill in the list view this will open the Bill so you can view it's contents. From here you can click the 'Files' button to View any attached documents.

  4. On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface

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    0 comments  ·  Payroll  ·  Admin →

    Crossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊

    If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.

  5. I appreciate getting a notification of a future ATO outage but I'd like the ability to dismiss it; I've already checked the dates and confirmed it won't affect me, but it stays on the page while completing the BAS.

    1 vote

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    Thanks for your feedback on this notification banner, Shannon.

    After a quick check in with our team on this, I'm pleased to share they've made a small change so you'll now find it's able to be dismissed!

  6. When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.

    Please add an edit button.

    Currently, from this screen, to edit the invoice, we need to go to:
    Bills To Pay > Drafts > search for the invoice > then edit it

    Too many additional steps to edit the invoice, it should be easy from that first link.

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    Hi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.

  7. With the rollout of the NDIA’s new PACE system, NDIS participant plans now include funding periods (e.g. monthly or quarterly). Providers and plan managers must track and claim within these timeframes, but Xero currently doesn’t support this.

    Adding a Funding Period Tracking feature would let users:

    Set funding period start/end dates per participant or support category

    Track and report spend per period

    Receive alerts for overspend or expiring funds

    Validate invoices against active funding periods

    This would help thousands of NDIS providers maintain compliance, reduce manual tracking, and strengthen Xero’s value in the disability sector.

    1 vote

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    Hi Nicole, thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

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