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  1. 32 votes

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    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

    Peter Miles supported this idea  · 
  2. 15 votes

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    Peter Miles shared this idea  · 
  3. 149 votes

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    Peter Miles commented  · 

    Still in the ignore pile it seems !

    Peter Miles supported this idea  · 
  4. 38 votes

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    Peter Miles commented  · 

    The old Profit and Loss Report, will print all of our job activity for the full 12 months. And will also export it perfectly, for all 113 jobs.
    The new format report will not produce a report, just a message in the bottom left corner "Sorry, something went wrong" not really much help !
    I tried printing in steps, a selection of jobs at a time, much as advised by Xero Support above.
    However, as the accounts used in each are not the same, the alignment is all over the place and crazily time consuming.
    I would like to urgently request that the old P&L report is not abandoned at the end of the month, and kept until such time as the new report functions completely.
    Thanks
    Peter

    Peter Miles supported this idea  · 
  5. 184 votes

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    Peter Miles commented  · 

    Purchase order based reports, where are they ?
    O/S PO balances report
    Export ability for Purchase Orders with filters for Tracking categories and GL Account Codes

    Peter Miles supported this idea  · 
  6. 417 votes

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    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

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    Peter Miles commented  · 

    Import and export would be great.
    Also, when you view you cannot see the value if it is a fixed amount, would be useful if when viewing you could see the value or the % ?

    Peter Miles supported this idea  · 
  7. 438 votes

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    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Peter Miles supported this idea  · 
  8. 580 votes

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    Peter Miles supported this idea  · 
  9. 266 votes

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    Peter Miles supported this idea  · 
  10. 950 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Peter Miles supported this idea  · 
  11. 687 votes

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    Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.

    As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.

    With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.

    Peter Miles supported this idea  · 
  12. 412 votes

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    We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.

    It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.

    But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.

    For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.

    We'll continue to track…

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    Peter Miles commented  · 

    I am not interested in flagging sales invoices in dispute, this can easily be done in the comments/notes, and should be well known by the person/dept for Credit Control.
    However, for bills it is critical to allow the costs to appear in the accounts, but there be no risk of paying the bill by mistake which would remove all leverage.
    So i am fully in support of tis feature for Bills, and hope it gets put into the planned improvements.

    Peter Miles supported this idea  · 
  13. 13 votes

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    Peter Miles supported this idea  · 
  14. 44 votes

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    Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.

    We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.

    Peter Miles supported this idea  · 
  15. 523 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Peter Miles supported this idea  · 
  16. 170 votes

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    Peter Miles supported this idea  · 
  17. 18 votes

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    Peter Miles commented  · 

    You also cannot export them with the other contact information, which seems a little crazy !!

    Peter Miles supported this idea  · 
  18. 20 votes

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    Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.

    As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.

    The Account Transactions Report can then be used to manage the values being carried forward. 

    Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know. 

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    Peter Miles commented  · 

    Hi Anthea,
    Yiu can do this by using a separate line on your invoices, a negative for the retention value, and code this to a customer retentions account in the Balance Sheet. You can run a transaction report to manage the values being carried forward. We also add a comment in the narrative, indicating the cumulative retention value, hope this helps.

  19. 6 votes

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    Peter Miles supported this idea  · 
  20. 607 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Peter Miles supported this idea  · 
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