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1. Quote - Create repeating Invoice from quote

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jessica Langman shared this idea  ·  22 February, 2024

2. Repeating Invoice - bulk update of amounts

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   59 comments  ·  For small businesses » Business features  ·  delete…  ·  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. 🙂

   Jessica Langman supported this idea  ·  22 February, 2024

3. Xero Expenses - Combine Expenses into a single claim

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

   We appreciate the support in being able to combine multiple expenses, here. 

   
   

   At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here. 

   
   

   Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂

   Jessica Langman supported this idea  ·  22 December, 2022