Settings and activity
6 results found
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237 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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123 votes
An error occurred while saving the comment Clayre Campbell commented
This would save hours in our business, it is a must have!!
Clayre Campbell supported this idea ·
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15 votes
Clayre Campbell supported this idea ·
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257 votes
Clayre Campbell supported this idea ·
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232 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Clayre Campbell supported this idea ·
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22 votes
An error occurred while saving the comment Clayre Campbell commented
Totally agree, I need this to reconcile back to my net payment figures!
I don't understand how this still cannot be a feature - I submitted the initial comment on this thread in 2022. What more are we supposed to request! I am soon looking at other accountancy software to see if they offer this.