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  1. 50 votes

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    Freya Pieroz commented  · 

    I've got a client whose old purchase orders I'm going through and cleaning up. I very much doubt that the purchase order from 2019 will ever get fulfilled, but it's not been delivered nor billed nor paid for, so marking it as billed is a lie, and I don't want to delete it because that erases it from existence in the history and of this supplier and the audit trail of my client. I doubt my client wants to forget that this particular supplier can be flaky!

    Being able to mark an old purchase order as 'expired' or archive it would keep the history and audit trail.

    Freya Pieroz supported this idea  · 
  2. 6 votes

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    Freya Pieroz supported this idea  · 
  3. 11 votes

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    Freya Pieroz supported this idea  · 
  4. 4 votes

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    Freya Pieroz supported this idea  · 
  5. 135 votes

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    Freya Pieroz supported this idea  · 
  6. 27 votes

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    Freya Pieroz supported this idea  · 
  7. 18 votes

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    Freya Pieroz supported this idea  · 
  8. 9 votes

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    Freya Pieroz supported this idea  · 
  9. 66 votes

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    Freya Pieroz commented  · 

    Part of the reason this has historically not been available is because the definition of a day isn't standardised - I have clients whose work week is standardised to 38 hours (7.6 hours x 5 days) and clients whose work week is standardised to 40 hours (8 hours x 5 days), and they have slightly different rates of hours accrued per week worked.

    Me, my minimum/standard day at work is currently 6 hours. When that changes to 8 hours, my accrued leave hours won't change, but if I had 4 x 6hr days banked leave, I would have 3 x 8hr days until I accrued more.

  10. 4 votes

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    Freya Pieroz supported this idea  · 
  11. 6 votes

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    Freya Pieroz supported this idea  · 
  12. 3 votes

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    Freya Pieroz supported this idea  · 
  13. 12 votes

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    Freya Pieroz supported this idea  · 
  14. 4 votes

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    Freya Pieroz supported this idea  · 
  15. 244 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…

    Freya Pieroz supported this idea  · 
  16. 14 votes

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    Freya Pieroz supported this idea  · 
  17. 10 votes

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    Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here. 

    In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?

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    Freya Pieroz commented  · 

    @Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.

    The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices

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    Freya Pieroz commented  · 

    @Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?

    Freya Pieroz supported this idea  · 
  18. 19 votes

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    Freya Pieroz supported this idea  · 
  19. 28 votes

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    Freya Pieroz supported this idea  · 
  20. 87 votes

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    Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.


    We're keeping a close eye on the interest for this here and will share if there are any plans made.

    Freya Pieroz supported this idea  ·