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6 votes
Freya Pieroz
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3 votesFreya Pieroz
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12 votesFreya Pieroz
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4 votesFreya Pieroz
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252 votes
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
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14 votesFreya Pieroz
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10 votes
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?
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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@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
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19 votesFreya Pieroz
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30 votesFreya Pieroz
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92 votes
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
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2 votes
Hi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
Freya Pieroz
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11 votesFreya Pieroz
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2 votes
Thanks for also sharing screenshots, Moyra. Appreciate wanting consistency in actions across Xero like this. New invoicing is built on updated technology, bills and other pages you see across Xero with the image in your first screenshot are yet to under go this update, however as we get to them they will adopt the same similar components and layouts that you see in new invoicing today. So while I'll move your idea here to not planned as we will not be updating the buttons in new invoicing, you can expect to see this same layout in other places across Xero overtime.
Freya Pieroz
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11 votesFreya Pieroz
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4 votes
Appreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
Freya Pieroz
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89 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
Freya Pieroz
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4 votesFreya Pieroz
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164 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Freya Pieroz
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6 votesFreya Pieroz
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4 votesFreya Pieroz
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@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