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Invoices: Repeating Invoices - Bulk Import/Export

Ability to import/export invoices in bulk.

Purpose: It’ll save users time rather than having to create each one individually.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Trinette Havemann commented  ·   ·  Report

    I agree - this would save time. Especially when comparing data in xcel with external data.

  • RadPro Accounts commented  ·   ·  Report

    Needing to periodically reconcile the line items in our Xero repeating invoices against records in an external database for audit purposes. Needing to pay someone to do this manually one sole-destroying repeating invoice at time. Would really appreciate being able to export the repeating invoice templates.

  • Martin Grindlay commented  ·   ·  Report

    We have over 7,500 repeating invoices. I dont understand why export isnt possible given its a (fairly) basic table, with a template for the invoice behind each. This is a massive stumbling block for us a business.

  • Anna Liza Rodriguez commented  ·   ·  Report

    I hope this happens because a lot of users have many clients and this would help our process be very efficient.

  • Steve Mathieson commented  ·   ·  Report

    We have hundreds of repeating invoices and each year it is a stupidly time consuming job to go in and update each one with changes. Would be brilliant if we could export, update, then import back.

  • Dave Spruit commented  ·   ·  Report

    Each year with increases we need to go into each Repeating invoice and re-add the line items to bring in any increases. We have around 1000 of them so this takes forever.

  • Jackie Lowe commented  ·   ·  Report

    It would be great if you could download all your recurring invoices onto one excel spreadsheet as I have recurring invoices where dates need to be adjusted in the description. I and would rather do this in bulk then go through each invoice.

  • Nicoleta Ilarie commented  ·   ·  Report

    It would be fantastic to be able to bulk export repeating invoices to Excel so that I can compare our providers' products in Power BI.

  • James Beauclerk commented  ·   ·  Report

    This would be amazing, we have over 800 repeating invoices that I'd like to be able to export to xero

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