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  1. Reporting - Report that shows Repeating Invoices

    237 votes

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    102 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Karen Hooper supported this idea  · 
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    Karen Hooper commented  · 

    Also add the ability to export all the repeating invoices to Excel or PDF.

  2. Invoicing - Choose which columns to show on the Invoices screens

    15 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Karen Hooper commented  · 

    Customise columns and allow in-line editing. Many online applications allow you to customise views, add or remove and in-line edit. With invoicing for example it would be great to be able to add a Note in a column from the view and be able to see that note in the view without having to open the individual invoice. Typically you have more than one person working on invoices, having to open an invoice to see the note and then click on Notes to see the Notes is an incredibly bad experience. I've uploaded an image of Zoho Projects that has the ability to add comments for all to see plus you have change the columns etc.

    Karen Hooper supported this idea  ·