Xero Subscriptions - Split PDF invoices by client (not subscription type)
It would be great if Xero can change the PDF format of partner monthly subscription invoices by customer rather than subscription type.
This way the PDF can be forwarded to our Xero Blue practice file as a draft bill and hopefully the AI will extract each customer subscription as a separate line item within the bill so we an easily assign each line as an expense to each individual client.
Then the billable expenses will come through correctly when we raise sales invoices in XPM that integrate with our Xero Blue practice file as a draft invoice.
Currently only the CSV file does this that can be downloaded from our partner subscription invoice each month and we are entering the details manually to split between each client and then assign expenses line by line to each customer. It's very time consuming however I don't know of any other way (and am open to suggestions).
Thanks in advance.
Margie (Candour Solutions)
Margie Wiseman
shared this idea
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Elizna Bouwer
commented
@Andrew - I think even more people need to vote on this before they will even look at this. Hopefully, at some point, they will find a better solution.
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Andrew Schoenmaekers
commented
Is there a solution for this being processed or supplied?
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Laura Butler
commented
we can see the monthly subscription invoices in My Xero for each billing account but it would be great to be able to see a summary by client over a time period, for example to be able to make sure that a client annual accountancy invoice covers their subscription for the year, especially where rates have changed
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Crystal Henrickson
commented
Pull report of all Xero client subscriptions and the packages, apps and associated costs associated with each client.
Xero has several different subscriptions and this expenses is billed to the client. It would be helpful to know what clients should be billed what amount without having to go into each and every client and open up their CSV attachment.