Settings and activity
7 results found
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17 votes
Clare Brooks
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3 votesClare Brooks
supported this idea
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An error occurred while saving the comment Clare Brooks
commented
I agree completely, I can't believe there aren't more votes for this.
I would like to compare months to sales sector information, I'm currently have to manually run a custom monthly accounts transaction report and download to excel for each month and add it in manually to compare data.
The options on account transactions for tracking categories, particularly summarise by sector should be available across all the reports no? All reports should have the same functionality/options.
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1 vote
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Clare Brooks
shared this idea
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5 votesClare Brooks
shared this idea
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13 votesClare Brooks
supported this idea
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An error occurred while saving the comment Clare Brooks
commented
I would like to have the ability to have a few spares that individuals can choose what they are in addition to the standard
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263 votes
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…
An error occurred while saving the comment Clare Brooks
commented
If the Xero team are looking into this, could they consider being able to access/edit data of these repeating invoices on mass, so either in a table or with a upload/download capacity so if we needed to change the reference on all of them it could be done quickly rather than individually as we have to now. Thank you
An error occurred while saving the comment Clare Brooks
commented
We are a growing company and now have a huge number of repeating invoices, I need to see what information (e.g. branding theme, GL account, tracking categories) in addition to the standard in a quick report to show where something needs changing or is an error before it goes out to the customer. We currently have to go into each one, even the reference doesn't show clearly on the front page. This would be unbelievably a game changer for us!
Clare Brooks
supported this idea
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200 votes
Thanks for all the valuable feedback you’ve shared through this idea. We get how adding Quantity and Unit Price columns to the Account Transactions report would help you with transaction reconciliation, and provide clearer insights, without the need of opening individual transactions.
Being upfront this isn’t in our team’s roadmap, however the idea will remain open for voting. Your input continues to shape our understanding of what’s most important, and we’ll keep sharing your feedback with the product team as they assess and plan for the future.
Clare Brooks
supported this idea
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This would save so much time!
We have a lot of monthly repeating invoices for the same price. I often won't know if the payment received is for this month early or last months late. It will be in the list they suggest for you but I have to manually type in the contact to filter down it to see before clicking ok.
If Xero only showed the matches under the same contact on the bank statement payment with the normal find and match as back up this would make life so much easier. If there wasn't another bill for the same contact I could click straight away and if there was it would take me straight to all bills for that contact. So much quicker to reconcile.