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7 results found

  1. Sales Invoices - Issue progress payments on invoices for project/instalment

    192 votes

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    submitted  ·  111 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Bruce commented  · 

    Our client has just started using Xero projects and needs to issue progress invoices on fixed price contracts. We also want progress invoices to be posited to a liability account for customer deposits and the final invoice to show the full contract price posted to sales less the progress payments posted to customer deposits. I can override the figrues in the final project invoice but the project profitability summary then displays incorrectly.

    Please add progress invoicing to projects.

    Julie Bruce supported this idea  · 

  2. Profit & Loss report - Filter by project

    78 votes

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    18 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Bruce supported this idea  · 

  3. Reporting - Ability to set reports as favourites across all organisations

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Julie Bruce supported this idea  · 

  4. Reports - Add quantity column to reports

    235 votes

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    18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Julie Bruce supported this idea  · 

  5. Invoices: Repeating Invoices - Bulk Import/Export

    240 votes

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    submitted  ·  98 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Bruce commented  · 

    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.

    Julie Bruce supported this idea  · 

  6. NZ Tax - Change a tax payment letter to nil

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Julie Bruce supported this idea  · 

  7. Repeating Invoice - bulk update of amounts

    224 votes

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    73 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 commented  · 

    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 supported this idea  ·