Settings and activity

4 results found

1. XPH - Split Milestone Date and Description into separate, sortable report fields

   7 votes

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   0 comments  ·  Xero Partner Hub » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi James, thanks for sharing your idea, and letting us know the changes that matter most for you.

   We hear you that splitting these into separate, sortable fields would make it simpler to view upcoming deadlines and group milestones in a way that supports day-to-day planning.

   This is now in Gaining Support so we can track interest and share with our product team how more structured milestone data could improve timeline and workload management.

   James Bell shared this idea  ·  13 April, 2026

2. Xero Partner Hub - Milestones

   8 votes

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   3 comments  ·  Xero Partner Hub » Partner Hub Navigation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for your input to this idea. Being upfront here, while this widget was evaluated as part of new Xero Partner Hub, with low usage we did make the decision that this wouldn't be a widget that we'd develop within the new experience.

   We appreciate there are some users that do find this useful you can get to this from Job Manager in the Important dates tab. To get here more efficiently you may also like to add a custom link to the homepage in the Quick Actions widget.

   James Bell supported this idea  ·  13 April, 2026

3. Reporting - Report that shows Repeating Invoices

   264 votes

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   102 comments  ·  Reports & tax » Reporting  ·  delete…  ·  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 repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   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… more

   James Bell supported this idea  ·  14 February, 2024

4. Practice Manager | Client List - Export with all data

   44 votes

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   submitted  ·  10 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   James Bell supported this idea  ·  09 December, 2022