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  1. Bank Reconciliation - Indicate if a bill has an attachment when reconciling

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Clare Brooks shared this idea  · 

  2. Invoices: Customise items in 'Due date' dropdown list

    12 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Clare Brooks supported this idea  · 
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    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

  3. Reporting - Report that shows Repeating Invoices

    237 votes

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    102 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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…

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    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

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    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  · 

  4. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    167 votes

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    submitted  ·  66 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Clare Brooks supported this idea  ·