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  1. Invoices: Repeating Invoices - Bulk Import/Export

    291 votes

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    117 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.

    While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.

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    Clare Wyld commented  · 

    This is the biggest weakness with Xero

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    Clare Wyld commented  · 

    As a subscription based business this is essential. Use Bean box but that doesn't let me track won and lost subscriptions so need to do that in spreadsheets. Amazes me there isn't a solution available - will have to keep looking

    Clare Wyld supported this idea  · 

  2. Reporting - Report that shows Repeating Invoices

    266 votes

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    103 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Clare Wyld commented  · 

    Thanks!

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    Clare Wyld commented  · 

    If anyone finds an alternative accounting software that deals with repeating invoices please let us know.

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    Clare Wyld commented  · 

    Can't believe repeating invoices and repeating bills are so hard to include in reports - I would imagine a high proportion of businesses have switched to subscription models.

    Clare Wyld supported this idea  · 

  3. Repeating Invoices: Pause and resume repeating invoices

    53 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Clare Wyld supported this idea  · 

  4. Bills - Copy Repeating Bill

    23 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Clare Wyld supported this idea  · 

  5. Customer statements - Ability to auto email Statements to customers

    1,162 votes

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    329 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…