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  1. Switch Banks from the left sidebar. People need to go to Dashboard, click a bank, then have access to the drop down menu of banks, but this is slow and not as useful as having all the banks and credit card accounts listed on the left sidebar with ability to switch.

    1 vote

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  2. In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.

    1 vote

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  3. Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.

    3 votes

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  4. Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL

    5 votes

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  5. Feedback - Projects: Reporting - Bills assigned to a Project

    This is providing feedback on the new feature released in response to

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961406-projects-reporting-bills-assigned-to-a-project

    Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.

    My feedback: Thanks for shipping this new feature. It is a good start, but only a start.

    1. Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…

    22 votes

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    Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!

    Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.

    It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for. 

    I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change. 

    We'll begin feeling out the community interest on the idea here, and can…

  6. Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.

    356 votes

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    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

  7. The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.

    10 votes

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  8. Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

    Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

    Purpose: A report that would allow users the ability to extract KPIs…

    1 vote

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  9. When paying bills through Xero there should be some warning box to state this will not take money from your bank account. This will be recorded in Xero however you will need to make payments from your bank account.

    1 vote

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  10. Some bank feeds have transaction details where the bank uses a debit card reference or DF reference in the PAYEE, the reference will contain the actual PAYEE name, for example the PAYEE field will have 1234-XXXX-XXXX-1234 or 123456789DF and the reference will show the actual PAYEE. Can Xero replace the PAYEE name with the actual PAYEE if it sees the above numbers. Too many clients are not replacing the numbered PAYEE and trying to recognise the PAYEE is proving time consuming as clients are not recording the PAYEE with the correct details

    1 vote

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    Hi Bip, mapping of details from your bank statement to fields in Xero are dependent on your bank institution and feed. A change in this regard is a change for all users with that same type of bank account feed and I want to be open that this isn't something that can be changed on an individual basis.

  11. It would be really helpful to be able to add yes / no, to do / complete or custom field options to tasks rather than time. Not all tasks get billed for the time spent, but all tasks have to be completed. Being able to check them off would be great. IF you can then have Job / Project templates even better, as a project can be created with these already on there

    4 votes

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  12. Allow the downloaded PDF copies to show chinese characters and korean characters

    Regards, Vivian

    5 votes

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  13. Bank Reconciliation suggestions. The ability for Xero to identify a name within a customer contact and match it to the name on the bank feed and suggest this as a match. for example John Smith is the contact for ABC pty ltd. when he makes payment he only references John Smith. Xero will recognise John smith is a contact for ABC pty ltd and suggest their invoice in the bank rec.

    14 votes

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  14. Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
    The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.

    25 votes

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  15. A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
    This report could be used to track transfers that go from Bank Account A to B to C.
    Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.

    12 votes

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  16. Bank statement search needs to allow the user to filter the search by spent or received as the amounts elements apply to both spent and received.

    Also - please fix the bug with status being ignored by the search.

    38 votes

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  17. Can we have complete name of Chart of Account in Xero Expense. For eg, from screeenshot attached, we have x3 different Meal Chart of Account but as i can't see the complete name of the chart of account i have to go to different screen to find the right code.

    If we can see/have complete name of the chart of the account when submitting/editing Credit Card receipt that will be super helpful

    3 votes

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  18. There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.

    I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.

    This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that disappoint…

    4 votes

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    Thank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here. 

    We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers. 

  19. If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.

    4 votes

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  20. Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.

    20 votes

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