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  1. UK Payroll - Export payment file in CSV format

    43 votes

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    submitted  ·  30 comments  ·  For small businesses » Payroll  ·  Admin →
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    Nigel Godfrey commented  · 

    Please can you respond to us on this Xero?

    So far we know that Xero Payroll's current batch payment file doesn't work on:

    Santander
    RBS
    Barclays.net
    Metrobank
    Revolut Business
    Danske Bank

    The Xero bill payments file is not much better but is a CSV so it is easily manipulated.

    The best solution would be for Xero to know the bank requirements, and for the user to select the bank it is required for when they download.

    But for now, knowing if any progress can be expected would be a good start.

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    Nigel Godfrey commented  · 

    Yes yes yes!! Every month I have to retype all the payment amounts. What I need is the bank payment file download options from the main part of Xero to be available in the payroll section.

    Nigel Godfrey supported this idea  · 

  2. Profit and Loss - Filter report, option to change filter criteria after column choice selected.

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Nigel Godfrey commented  · 

    Also, it pulls the wrong data: once you set the columns, it ignores the filter values.

    Nigel Godfrey shared this idea  · 

  3. NZ Payroll: Set number of pay cycles for recurring payroll deductions

    14 votes

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    submitted  ·  8 comments  ·  For small businesses » Payroll  ·  Admin →
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    Nigel Godfrey supported this idea  · 

  4. Xero subscription invoice to be added automatically to xero for reconciliation

    553 votes

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    33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, further on from our last update we are extending the ability to automatically record Xero subscription invoices in your organisation to UK customers via einvoicing.
    As a first cut if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll need to enter your businesses VAT. Over the following months we'll be building on the experience so you can eventually choose this option from the online invoice itself. We'll keep you updated of progress for this, here.

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    Nigel Godfrey commented  · 

    Just emailing a PDF would be a good start! And giving me the option of choosing the email(s) it goes to, so I can cc my draft bills email address, Hubdoc or Datamolino.

    Nigel Godfrey supported this idea  · 

  5. Reporting - Set default date columns from oldest to most recent

    9 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

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    Nigel Godfrey commented  · 

    Hi @kelly, dragging all 12 columns to a new order in the layout editor is a pain, and then you lose the ability to change some of the other settings for a report. It's especially annoying when trying to create a reusable report pack a small group of reports can quickly be refreshed with up-to-date data. Robbie's idea is a good one: so many time based reports in Xero are counterintuitive, at least for non accountants.

    Nigel Godfrey supported this idea  ·