Settings and activity
67 results found
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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…
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Sarah Jacobs
commented
And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!!An error occurred while saving the comment Sarah Jacobs
commented
At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
An error occurred while saving the comment Sarah Jacobs
commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboardAn error occurred while saving the comment Sarah Jacobs
commented
Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
Sarah Jacobs
supported this idea
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49 votesSarah Jacobs
supported this idea
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531 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
An error occurred while saving the comment Sarah Jacobs
commented
Yes, all set-up screens should have import/export functionality
Sarah Jacobs
supported this idea
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68 votes
An error occurred while saving the comment Sarah Jacobs
commented
When I send a remittance advice using the new bills screen, Xero notes it as a receipt email - this is the wrong terminology and needs to be changed to 'remittance advice'
An error occurred while saving the comment Sarah Jacobs
commented
Why is the supplier name in bold, but the reference isn't? They are both hyperlinks. This is inconsistent and not user friendly. I would prefer the supplier name not to be bold as it feels like Xero is shouting at me
Sarah Jacobs
shared this idea
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819 votes
Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.
We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.
We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.
You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.
When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…
An error occurred while saving the comment Sarah Jacobs
commented
agreed. you don't necessarily want to allocate a credit note to a bill, but just want to reconcile it against the payment
Sarah Jacobs
supported this idea
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118 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
An error occurred while saving the comment Sarah Jacobs
commented
agreed - you should be able to copy a bill to a credit note
Sarah Jacobs
supported this idea
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187 votes
An error occurred while saving the comment Sarah Jacobs
commented
I always adjust any invoices I void to a zero balance with an explanation in the description and add 'voided' to the reference to avoid this problem, in case I have not excluded voided invoices when I run a report.
However, I would prefer that voided invoices are not deleted entirely as there should be included on audit reports -
171 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Sarah Jacobs
supported this idea
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138 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Sarah Jacobs
supported this idea
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636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Sarah Jacobs
supported this idea
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988 votes
Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.
As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.
This is just the initial stages of diving deeper into this work, but steering in the right direction.
I'll be sure to share any progression around attachments within payroll with you all, here.
Sarah Jacobs
supported this idea
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An error occurred while saving the comment Sarah Jacobs
commented
Agreed
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231 votesSarah Jacobs
supported this idea
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36 votesSarah Jacobs
supported this idea
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17 votes
Hi team, the Payable Invoice reports will generally help you zone into your top repeating suppliers and better view activity.
As suggested, if multiple contacts of a similar nature are being created merge may also help you manage these in your contacts list.
It'd be good to understand if there are other needs that this idea would help you with here - please do share any detail.
An error occurred while saving the comment Sarah Jacobs
commented
I generally merge these small value suppliers or use a generic contact name ie 'BP Petrol' regardless of which servo the petrol was purchased at
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68 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
Sarah Jacobs
supported this idea
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19 votes
Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology.
Over the coming months you'll see some visual changes as we build and release these updates to Bills.
While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement.
An error occurred while saving the comment Sarah Jacobs
commented
When you modernise the bills section, please don't use too much white space.
I want to see as many transactions on these screens as possible, without searching or scrollingSarah Jacobs
supported this idea
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113 votes
An error occurred while saving the comment Sarah Jacobs
commented
Agreed - then we wouldn't need the bulk merge functionality :)
Sarah Jacobs
supported this idea
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201 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Sarah Jacobs
supported this idea
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23 votes
An error occurred while saving the comment Sarah Jacobs
commented
This irritates me too, particularly as Xero doesn't have the functionality to report/export repeating invoices, so I have to manually populate a spreadsheet with this information and have to click on every repeating invoice to view the reference.
Also the date columns are all really wide but only need to be 11 characters to fit the date in dd mmm yyyy format, which is such a waste of space
Sarah Jacobs
supported this idea
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11 votesSarah Jacobs
supported this idea
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Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.
The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.