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  1. Journal Accrual or Cash Basis default setting and journal import column.

    Default journal setting in is Xero is to post on a cash basis - apply a settings to select which basis is the default method (Cash or Accrual)

    Import journals on accrual basis - add an extra column to the import template to state if the journal is accrual or cash basis or a default setting if blank.

    2 votes

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  2. An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.

    7 votes

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  3. we will have an overseas employee (from NZ) joining our australian company. In payroll I can put under Taxes the status Foreign Resident but not his address in NZ. I find this very restrictive to only be able to choose a State in Aus and no overseas addresses. Anybody an idea how to circumnavigate this without having to find some additional app to connect with Xero as was suggested by Xero Support.

    10 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  4. Have a ribbon/menu across the top of the screen with the ability to pin a “button” that links to your most frequently used windows - eg bills to pay drafts window , or the reconcile window of the most used bank feed, or a report you run daily

    1 vote

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  5. As with standard users and bills raised, ability to bulk import invoices from excel.

    1 vote

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  6. Please add unit and rate columns in this report.

    I know the second option is Payroll Activity Details report. However, when I download this report in excel, the Pay item type is under the employee column i.e not separated.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Ability to automatically apply bank rules by default.

    Purpose: To save time from having to manually choose to turn-on bank rules.

    32 votes

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    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

  8. Hi all!

    I'm a one man band IT business, and I've just started being put on retainer by a company which is great, however I'm finding accounting for the retainer to be a bit burdensome.

    Currently, my plan is it add the retainer's ammount as a credit note at the beginning of the month, and then somehow nullify any remaining credit at the end. However, I was wondering if it would be possible to add a way of managing retainers separately and more efficiently from credit?

    Or even just having the option to add an expiry date to a credit…

    1 vote

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    Great to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers. 

    Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂

  9. Looking out our month-on-month Income Statement is cumbersome. Adding "YTD" in the "compare with" field would be an upgrade to fairly standard accounting.
    thanks.

    1 vote

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  10. Ability to partially reconcile a statement line to one invoice and leave the rest of the payment unreconciled until the details needed for reconciliation are received, instead of posting an overpayment.

    19 votes

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  11. When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.

    I think there should be a fifth option.

    In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.

    This would save a lot of time repeating steps.

    3 votes

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  12. It would be great if possible to run an invoice detail report which reflects customer location.

    3 votes

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  13. Is there the ability to make the cashflow report into an accrual report also so we have one report that can show p&l and capital expenditure with an area for adjusted accounts payable/receivable still outstanding and then projecting the bank balance.

    Currently we use a 12-month P&L and then have to do a separate balance sheet and it doesn't quite hit the mark.

    8 votes

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  14. Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.

    3 votes

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    Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?

    As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂

  15. Where can I attach contact related documents vs financial related documents, as it appears there is only one document file upload location now. When there were options to keep these separate previously. It is all very well making updates and changes to the system in order for things to be quicker and more efficient but when this means, loosing previously used facilities, this is very frustrating. Keeping these different related documents apart has been very important previously and so now these all being stored together will mean things our end take longer and are less efficient for the end user.…

    1 vote

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  16. Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.

    6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.

    I don't think this should be…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  17. Sometimes small businesses use personal bank accounts or credit cards for business expenses. In order to ensure quick book keeping and reconciliation of business expenses, it is necessary to remove items of personal expenses from these bank feeds. By doing this only those transactions from personal bank feed that are relevant to the business are imported. Personal expenses have to be manually deleted.
    Can the system not allow us to select a bunch of personal transactions and remove them instead of having to manually remove each line item. This will dramatically reduce the time spent by Accountants in reconciling Personal…

    1 vote

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  18. Are you likely to increase the number of employees you can have in Xero to more than 200? We don't want to move from Xero but may have to if the numbers can't be increased.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  19. It would be useful if the cell size was bigger when entering a Spend Money or Receive Money transaction. The area to type in is only two thirds the size of the cell in the Description box which restricts the amount of information visible. Only two lines of text are visible at a time.

    1 vote

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  20. Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.

    benefits of that option:

    it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.

    implementations way could be:

    Purchase order should be zero after allocating bill to it…

    1 vote

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