Settings and activity
12 results found
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11 votes
Sue Kesa
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57 votes
An error occurred while saving the comment Sue Kesa
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53 votesSue Kesa
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20 votesSue Kesa
shared this idea
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11 votesSue Kesa
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115 votesSue Kesa
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91 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
Sue Kesa
supported this idea
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1,431 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Sue Kesa
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23 votesSue Kesa
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263 votes
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…
Sue Kesa
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An error occurred while saving the comment Sue Kesa
commented
We need
1) a customisable report of repeating invoices
2) add an export to excel or pdf option and
3) the functionality to customise the headings of the repeating invoices view -
243 votesSue Kesa
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6 votesSue Kesa
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So frustrating. One simple column for Groups but no ability to add it. Also why do we need so many unwanted columns of data when exporting a file. Grrr. Would be good to choose only what we want exported to .csv.