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  1. Repeating Invoice - bulk update of amounts

    192 votes

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    50 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. 🙂

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    Rey Arellano commented  · 

    one more vote for this critical feature.

    Rey Arellano supported this idea  · 

  2. Projects - Assign repeating invoice to a project

    115 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Rey Arellano commented  · 

    Xero, please fix recurring billing in Projects. Value pricing and recurring billing is the best practice for many industries including professional services (and bookkeeping and accounting firms so think every Xero partner). Staff enter time in Projects to capture standard cost and standard bill rates, and accomodae payroll; yet repeat invoicing done in Business > Invoice > Repeat resulting in time never being relieved (billed) in Projects. Result is users are blind as to profitability of Projects. If Xero partners aren't able to cleanly run their books in Xero, how are we supposed to support and recommend this to our clients.

    Xero, this is CRITICAL. Please gather the motivation.

    Rey Arellano supported this idea  · 

  3. Reporting - Seperate Expenses on Profit & Loss

    63 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rey Arellano commented  · 

    Easy to do in custom format, but yeah, would be nice as built-in standard.

  4. Projects Detailed time report - Filter Staff (only show current users)

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Rey Arellano shared this idea  ·