Settings and activity
13 results found
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177 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Alison Hogg
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29 votesAlison Hogg
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83 votesAlison Hogg
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
Alison Hogg
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67 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Alison Hogg
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64 votesAlison Hogg
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39 votesAlison Hogg
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27 votesAlison Hogg
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42 votesAlison Hogg
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18 votesAlison Hogg
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29 votesAlison Hogg
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35 votes
An error occurred while saving the comment Alison Hogg
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I second this as a contract accoutant I have projects per annual accounts job and working for 3+ firms and need to raise weekly invoices for my time. Being able to grab all of X and create an invoice for the week would be amazing for those of us with lots of projects and only a small handful of clients.
Alison Hogg
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153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Alison Hogg
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I work across hundreds of clients a year, and the ability to be able to set a favourite of Fixed Asset Reconciliation would be amazing across every sub I access. And I'm never accessing the same subs year on year either.