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4 results found

  1. Xero Me - Decimal hours for timesheets in Xero Me

    15 votes

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    submitted  ·  6 comments  ·  For small businesses » Payroll  ·  Admin →
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    Elizabeth Nikias commented  · 

    I agree. if it's confusing for us... how do we make sense of it for our clients?

    Elizabeth Nikias supported this idea  · 

  2. Reporting - Report that shows Repeating Invoices

    238 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…

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    Elizabeth Nikias commented  · 

    I pay for some Xero files on behalf of clients and then oncharge them via direct debit on 01st of each month. With the Xero price increases from 01 July 24, I would like to pull a report that shows my repeating invoices so I can easily see which of these client invoices I need to increase.

    Thank you

    Elizabeth Nikias supported this idea  · 

  3. Contact - Include contact phone number on invoices and quotes

    17 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Elizabeth Nikias commented  · 

    A few clients have been requesting this now in their invoice template. Strongly support this idea!

    Elizabeth Nikias supported this idea  · 

  4. Quotes - Import/Export ability

    181 votes

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

    Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

    Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

    We'll make sure to update everyone through the idea here if there's…

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    Elizabeth Nikias commented  · 

    Clients sometimes change structures and sometimes new Xero files. They would like to be able to export all their quotes into their new Xero file to track the history.