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  1. 48 votes

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    Janelle Gurney supported this idea  · 
  2. 5 votes

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    An error occurred while saving the comment
    Janelle Gurney commented  · 

    Why can it not be included in the From New '+' as an option Bill Credit Note and obviously would need one for Invoice Credit Note too.
    So clunky having to go to Purchases or Sales Overview.

  3. 31 votes

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    Janelle Gurney supported this idea  · 
  4. 9 votes

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    Janelle Gurney supported this idea  · 
  5. 140 votes

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    Janelle Gurney supported this idea  · 
  6. 238 votes

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    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…

    Janelle Gurney supported this idea  · 
  7. 94 votes

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    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

    Janelle Gurney supported this idea  · 
  8. 23 votes

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    Janelle Gurney supported this idea  · 
  9. 25 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks

    Janelle Gurney supported this idea  · 
  10. 506 votes

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    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Janelle Gurney supported this idea  · 
  11. 1,167 votes

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    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Janelle Gurney supported this idea  · 
  12. 170 votes

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    Janelle Gurney supported this idea  · 
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    Janelle Gurney commented  · 

    It would be good if it worked somehow with Purchase Orders, so when a purchase order is raised it gives a notification that Open Purchase Order's amount to $0.00. Suppliers Credit Limit is $1000.00

  13. 393 votes

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    Janelle Gurney supported this idea  · 
  14. 1,279 votes

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    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

    Janelle Gurney supported this idea  ·