Settings and activity
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74 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Julie Bruce
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15 votesJulie Bruce
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229 votesJulie Bruce
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232 votes
An error occurred while saving the comment Julie Bruce
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4 votesJulie Bruce
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221 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. 🙂
An error occurred while saving the comment Julie Bruce
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The import/ export solution suggested in not efficient at all. Changes in item prices need to flow through to recurring invoices. It seems a very basic request that has been ignored by Xero for too long.
Julie Bruce
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Xero, now that you have implemented 'new invoicing' will this feature to added? Surely the new invoicing will be easier to add enhancements to and this is essential. We invoice our clients for their Xero fees (ironically) and each time there is an increase we need to edits hundreds of repeating invoices individually.