Settings and activity
4 results found
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233 votes
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
supported this idea
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170 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment 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
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118 votes
An error occurred while saving the comment Rey Arellano
commented
Easy to do in custom format, but yeah, would be nice as built-in standard.
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1 voteRey Arellano
shared this idea
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one more vote for this critical feature.