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6 results found

  1. Sales Invoices - Ability to bulk edit/update invoices

    85 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  Admin →
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    Jessica Langman supported this idea  · 

  2. Invoices - Ability to show recurring invoices within the Contacts page

    23 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jessica Langman supported this idea  · 

  3. Reporting: Budget - Add Budgets for Balance Sheet accounts

    205 votes

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    Jessica Langman supported this idea  · 

  4. Quote - Create repeating Invoice from quote

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jessica Langman shared this idea  · 

  5. Repeating Invoice - bulk update of amounts

    236 votes

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    75 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. 🙂

    Jessica Langman supported this idea  · 

  6. Xero Expenses - Combine Expenses into a single claim

    114 votes

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    33 comments  ·  For small businesses » Business features  ·  Admin →
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    Jessica Langman supported this idea  ·