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  1. 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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    Alicia Kelly commented  · 

    Really disappointed in XERO that something so simple cannot be done electronically so instead I will have to spend hours doing it manually

  2. Invoices: Repeating Invoices - Bulk Import/Export

    257 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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    Alicia Kelly commented  · 

    I don't know if it helps anyone but if you highlight all of the repeating invoices then copy onto an Excel sheet then copy to Excel Again it will export the information for you as seen on the screen so you can format the data however you want.

    Found this out purely by playing around with the system.

    Alicia Kelly supported this idea  ·