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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Neil Templeton commented
Import Export would be fantastic, I still however don't understand why when using products and services, if you change a rate for a Product it does not automatically flow through and update Repeating Invoices. What is the point of a Product/Service code otherwise?
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Hilton Walters LLP commented
This would be so useful, it takes forever to amend repeating invoices with unit rate increases. Being able to export the repeating invoice data out to CSV then update the rates in CSV format and re-import the CSV in would be far quicker thank having to go in to each and every client.
Does anyone know if Xero have any plans to develop this area of the software?
Scenario's when I have found that a bulk update or CSV export out feature would become useful.
Changing the payment terms / due date of repeatiung invoice
-Updating unit prices - eg when Xero increases there software package prices
-reviewing unit pricing to ensure consistency between all client being billed
-Forecasting and Budgeting information could extracted from a CSV
-Quickway of adding addition items to multiple repeating invoicesI would see this as an excellent addition to the program and would benefit so may business that reley on repeating invoices. Surely other users are experience these simular limitations.
I very much look forward to futher hearing from the xero team and comments from other users.
Thank you
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Kellie Donald commented
Wow it's almost been 10 years since this was suggested and still not a thing! Do Xero even read these?? Or are they doo busy 'upgrading' reports/screens that don't need changing!!
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Jason Rodrigues commented
Xero - are you waiting for the 10-year anniversary of this request to finally bestow us with this *critical* need?
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Rob Rabaiotti commented
The ability to "copy to" a repeating invoice would be a first step. In the 9 years since this was first suggested, almost all functions of Xero have been "improved" yet something as simple as this seems to have been ignored. Why are we still waiting?
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Natalie Adams commented
This is such an important function and I can't believe it has not been implemented since first suggested in 2014, Wow 9 years on and still not implemented.
This would save hours of work for us if it was implemented. I have a security monitoring company that has over 250 repeating invoices that need to be imported into a new Xero file.
They would also need to export and import with placeholders too.
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Isabella Chartres commented
If this isn't something that's included in the MoveMyBooks conversion then this should be something that is a feature instead of having to manually do this. The import option should be removed when you click on the repeating invoice tab so not to confuse people!
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Talana van Bosch commented
Being able to download repeating invoices should be a standard feature - and not having this export function available is simply a huge oversight.
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Margaret Ward commented
Please make this a feature as it is so needed especially when creating lots of invoices and being able to list them all in a report when needed.
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Edelnet Accounts commented
This is just as important as the missing export function in the Bank Account "Bank statements" when wanting to find incorrectly imported bank transactions.
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BELINDA WENG commented
Agreed! This is a very basic function and don't understand why it hasn't in place after long discussion and compliant.
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Nichole Sepulveda commented
This would be super helpful to be able to import or export repeating invoices. Seems odd that it's been on this Product Ideas since 2014, and still not as an option.
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Lynette McLoughlin commented
Why has Xero not taken this very basic fundamental into account and actioned it?
Every year we undergo consuming job to go in and update each repeating template with the changes needed.
Its is crucial that Xero add the facility to export, update, then import back.
Come on Xero - please update as a matter of urgency!
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Patricia Johnson commented
My Financial Director just asked for this feature! Did not like that I have a separate spreadsheet for double-checking my preparation.
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James Meharg commented
It's crazy that it can't export a list of recurring invoices. Can export most other things.
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Lisa Jukes commented
This is critical and will save time and reduce billing errors.
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Kylie May commented
Frustrating that you can't see repeating invoices anywhere on the Contact screen in Xero.
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Abhisar Thakur commented
If you can provide facility to create all the draft Invoices meant for Repeating transactions in a single click. It will provide an option to export those data as draft Invoices and import as the same.
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Deanne Poole commented
Hard to believe this is not yet possible
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Barbara Mundell commented
This is so important for us. We have pricing linked to the exchange rate that needs to be updated monthly.