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  1. New invoicing - ability to type "." between numbers (like you can in bills) i.e 24.6 then becomes 24 June after you press Tab.

    Right now it only seems to accept 24/6, but I'm sure you used to be able to type 24.6 Tab and then it would convert to the date. If you use "." now, it will default to todays date

    18 votes

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    Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.

  2. The email template has changed which accompanies the invoice to the customer. We have a legal name plus a trading as name which people know us by. Currently the legal name is showing up boldly at the top of the email which it didn't before. We would like the trading name to be in this place so as not to cause confusion to our customers, or have the ability to remove it entirely as it has the logo there displaying the correct name.

    193 votes

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    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

  3. PO and Remittance advice - separate email address - ability to select different email address for sending PO and remittance advice to supplier. Currently able to add mutiple email addresses to contact, but then required to remove the unwanted email address when sending a PO or remittance advice. This can be labourious when creating a batch payment.

    53 votes

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  4. Can no longer add an expected payment date when viewing an invoice, you now have to go to the 'awaiting payment' section of invoices. Meaning more steps involved and lost functionality.

    60 votes

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  5. Can the main pull down bar (Dashboard, Business, Accounting, Projects, Contacts) be fixed at the top of the page? When viewing a screen that has 100 or more lines, it would be a lot more convenient to have immediate access to this than having to scroll all the way back up.

    183 votes

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  6. Being able to attach files to a reconcile period. This would be useful to easily reference supporting documents like the statement the period has been reconciled off.

    11 votes

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    Hi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.

    Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.

  7. Once you close a period, pulled all the accounts and happy with the financial position, you close the period to stop posting to that period. But when you receive a old supplier invoice, which has been accrued in, Xero does not allow you to post the invoice without re-opening the period date. This means, you either reverse your accrual journal to post the older invoice, changing the financial position or manully altering the invoice date, to post it into current period. Increases workload and hassle. It also means your supplier account does not mirror with their accounts with dates. Xero…

    26 votes

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  8. For Xero to expand their bank feed connections to develop feed that supports Chase bank UK

    22 votes

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  9. Could you please consider adding the feature of adding and processing auto superannuation payments from each finalised payrun (eg button next to "File" that would prefil the contributions in the payrun and further to authorisation). A number of clients are asking for a payday super feature, and adding this feature directly from the payrun will minimise the number of "clicks" and processing time. This also would be a hot topic if moving to compulsory payday super.

    19 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  10. Filter the bank reconciliation by spend or received

    Simple to complete the debtors first / or creditors

    15 votes

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  11. When reconciling transactions and Find & Match is used, usually for multiple matches, please add an attachment button.
    In the example of one payment matched to multiple sales invoices, there is usually a remittance provided by the client that we need to file with the payment.
    We shouldn't need to go back to a reconciled transaction and manually add the remittance to each line individually.

    121 votes

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  12. New invoicing...Very slow page load speeds to both open/create a new invoice on the new invoicing platform...and also to add a payment.

    Current wait time is 15-20 seconds per page load.

    Ive cleared cache and cookies to no avail

    I have uploaded some shorts on you tube for you to see the problem.

    https://www.youtube.com/shorts/M-iKYg1Rikg

    https://www.youtube.com/shorts/yxiFl34sIsc

    38 votes

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    Appreciate the short videos and can see what you're saying, Chris - Have you raised a case with our Xero Support team about the slowness in loading?

    Actual slowness in the page loading are issues that we'd like to dig into deeper as they aren't occurring for all users so it'd be good to be able to investigate one on one with our Xero Support team who can escalate if needed. Thanks

  13. Would it be possible to create an annual CIS subcontractor statement, showing the Gross, CIS deductions and net payments for all 12 months in the tax year please?

    9 votes

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  14. Bulk archive option for any contact either supplier and customer with no activity after 2 years or at least being able to run a report for the same inactivity (Smart list does not offer the options needed)

    23 votes

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  15. We bulk upload invoices in advance with "Draft" invoice numbers as we don't know their ultimate sequence for issue. We then assign a chronological invoice number when the invoice is approved and/or saved. In "Classic" invoicing, if I delete the invoice number it automatically assigned the next number in sequence e.g. #INV-0089, however in "New" invoicing if I delete the invoice number is warns me that I need a number and reverts to the original "Draft" number" and not the next chronological number in sequence. This is a significant backward step in functionality, can you confirm this bug will be…

    101 votes

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    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

  16. Invoicing - increase the number of invoices that can be sent on the Ignite Plan or have another plan between the ignite and grow plans that allows more invoices to be sent and bills to be entered without the current extras in the grow plan. The jump up in cost between these plans is too much.

    17 votes

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  17. Please remove the invoice amount from the "New Invoicing"

    This should be optional for set templates like the classic invoicing where you could turn it off and on. It doesn't look great and prefer the older layout of the emails where you could control the layout more.

    35 votes

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  18. 15 votes

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  19. It would be beneficial for clients who pay commissions to be able to customise the description on the pay slip (rather than showing just 'Withholding Income') or having to set up various 'Pay Items'.

    13 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
    It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.

    If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?

    please address this Xero!

    7 votes

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