Settings and activity

1 result found

1. Reporting - Report that shows Repeating Invoices

   238 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   102 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   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… more

   Roshani Baral supported this idea  ·  08 February, 2023
   An error occurred while saving the comment
   Roshani Baral commented  ·  08 February, 2023  ·  Edit…  ·  delete…

   Please focus on having the feature to export the recurring invoices report. It is a crucial tool for forecasting and planning. The organizations that have 300-400 plus recurring invoices find it extremely hard to get a figure together. Manually calculating them is extremely time consuming and exposes to error.

   Save Submitting...