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  1. Repeating Invoice - bulk update of amounts

    211 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Dyan Aitken supported this idea  · 

  2. Document Packs - Edit sent pack

    98 votes

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    30 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

    1. ability to change the email address/contact of a sent pack
    2. ability to add additional documents to a sent pack, and
    3. the ability to edit metadata of a sent pack

    For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

    Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

    Lastly, it'd be good to get more substance of how the ability to rename a pack…

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    Dyan Aitken commented  · 

    Hi

    For me number 1 is most important with being able to change the email address. This has happened to me a number of times already. Client has various email addresses that all valid, so the one we have is technically correct, but that would require them to create another xero login which they don't want to do and would rather we use a different email address that already has a xero login. We then have to cancel and reissue the doco pack which is all unnecessary time.

    I think you are also missing an important one too - not having to type the email address of the contact - would be so create if that somehow could link to XPM clients. So much room for error (even with copying and pasting) and so time consuming

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    Dyan Aitken commented  · 

    having only used document packs for a few weeks, i have already found this really frustrating that you can't edit an email address. Would be fantastic if this feature could be added

    Dyan Aitken supported this idea  ·