Settings and activity
4 results found
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273 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
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Robert Hill
commented
Solved this with a local developer, so I'm sharing in case it helps others.
We ran into exactly this problem: there's no native way to bulk update repeating invoices, and the API only allows you to delete and recreate them rather than edit them in place. We worked with a local NZ developer who built a solution for it: https://invoice-x.ai/
Using their tool, we updated all of our recurring invoices in about 35 minutes, something that would have taken us days to do manually, one template at a time.
An unexpected bonus was the reporting generated as part of the process. It gave us a clear, consolidated view of all our repeating invoices, which also helped us properly standardise naming across our current Xero subscription plan. This was particularly useful given how many times Xero has renamed its pricing tiers over the years, making it easy to lose track of what we were actually offering.
Posting this here because it directly relates to the bulk-update request in this thread. It's worth a look if you're dealing with the same issue while waiting for native support.
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46 votes
Heya everyone, pleased to return again with more progress for this idea - AMEX is now supported as a subscription payment method for NZ! 😊
Next on the list, we're looking into making this available to users in Singapore. But, I'll come back to confirm any updates for this here.
American Express as a payment method is now supported for NZ, Canada, Australia, South Africa, and United Kingdom users.
An error occurred while saving the comment Robert Hill
commented
Xero NZ doesn't accept American Express cards as a subscription payment option. Xero in Australia does, why is Xero NZ behind the ball on this option. When you are a platinum partner paying for client's subscriptions, the lower limit on Visa isn't a workable option.
Robert Hill
supported this idea
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An error occurred while saving the comment Robert Hill
commented
American Express is accepted by Xero in Australia, why is NZ being left behind? This is a valid request, that has been requested for over 3 years & should be a simple fix from Xero's point of view.
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39 votes
Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.
Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.
I'll keep you updated on it's delivery here ✨
An error occurred while saving the comment Robert Hill
commented
It would be great to allow the date filter for profit to be set to YTD & be able to compare to sale period last year. This will allow a quick analysis to determine if there needs to further investigation of an adjustment to provisional tax
Robert Hill
supported this idea
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577 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Robert Hill
commented
This is an integral accounting procedure. By not allowing foreign currency batch payments, the software adds more time to the reconciliation process. We can do this in QuickBooks.
@ Andre de Jager - the product we used can be found here - https://invoice-x.ai/
Happy to answer questions if any
Regards