Settings and activity
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241 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…
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432 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment 
Jon Simcox
commented
They don't read this, its just a way of getting you of their backs
An error occurred while saving the comment Jon Simcox
commented
This is an excellent technique by Xero, placing any shortcomings in an 'ideas' pool gets rid of support problems, I mean, an accounts package without multi-user security.
It's been since 2014, and not a single entry from Xero, because they don't read this stuff, its to get you off their backs.An error occurred while saving the comment Jon Simcox
commented
We need to allow our credit control staff to access outstanding invoices only, currently they would see our whole business.
Jon Simcox
supported this idea
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So, I want to see what we have coming up for next month, I know, I'll look at my repeating invoice list and check the total.
Ok no total, so I'll just dump the list to excel - ah no export.
it's 2024, every list with figures should have totals, and an export how can an accounting package not get this