Settings and activity
48 results found
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67 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
Yeah this feature has never once picked up an actual duplicate. It just displays recurring subscription invoices.
Very annoying. Would love to be able to disable it.
Bee Hesketh
supported this idea
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5 votes
Sorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
An error occurred while saving the comment Bee Hesketh
commented
Each idea is separate already. With hundreds of votes already.
What is the point of this "Product Ideas" echo chamber? It's like shouting into the abyss
An error occurred while saving the comment Bee Hesketh
commented
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice date
- Repeating Invoices - Day/Date placeholder option
- Repeating Invoice - bulk update of amounts
- Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
- Repeating Invoice - Add dynamic dates to the repeated invoices
- Projects - Assign repeating invoice to a project
- Repeating Invoices - Bulk Import/ExportWith more and more businesses following a subscription based model like us. It is critical that repeating invoices are given more attention by the Xero Product Team.
I for one am sick of paying for accounting software that doesn't live up to expectations and results in us having to invoice manually rather than being able to automate.
Bee Hesketh
shared this idea
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260 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 Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
Paying increasingly more for accounting software that doesn't even give adequate reports. Xero - when are you going to bother to look in to this?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you going to get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? As a subscription based business we are unable to get the reports that we need.
An error occurred while saving the comment Bee Hesketh
commented
It has been well over 2 years now. Come on Xero. This shouldn't be a 'feature request'. It should have been implemented at the same time that repeating invoices were introduced!
An error occurred while saving the comment Bee Hesketh
commented
Repeating invoices lack so many fundamental features. Not being able to get a basic report is definitely one of them.
As a business where the majority of our invoicing is repeating, this is becoming increasingly frustrating. This isn't a 'Product Idea' it is a fundamental feature that should have been included from the moment Xero introduced repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
Still don't understand why Xero would release repeating invoices as a feature, but not include the basic infrastructure / functionality to support it. There's so many issues with repeating invoices but this has to be one of the most basic things that's missing.
Over 90% of our invoices are repeating and this means we just aren't able to report accurately.
An error occurred while saving the comment Bee Hesketh
commented
It's been 2 years. Any movement on this?
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Been asking for this for years. Why add a feature like repeating invoices and not include the most basic of reports/features to support it? Over 90% of our invoices are repeating.
An error occurred while saving the comment Bee Hesketh
commented
I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
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47 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
Because we are unable to easily allocate Credit Notes to repeating invoices, this would be a really useful feature.
Otherwise we create credit notes for future invoices and then they don't get applied, so understandably the customer gets annoyed.
Or, you have to duplicate the repeating invoice (which you have to do manually) and set an end date on the first one, and then set a new future date for the second.
Ridiculously long winded.
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
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49 votes
An error occurred while saving the comment Bee Hesketh
commented
Any update on this Xero?
An error occurred while saving the comment Bee Hesketh
commented
About half of the world's population start their week on a Monday - https://www.timeanddate.com/calendar/days/first-day-of-the-week.html
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Please fix this. It is archaic.
An error occurred while saving the comment Bee Hesketh
commented
This would be really useful. I don't know any businesses personally who start their week on a Sunday.
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2 votes
Hi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.
An error occurred while saving the comment Bee Hesketh
commented
Kelly - This doesn't help for those of us that use GoCardless to collect payments for repeating invoices
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29 votes
An error occurred while saving the comment Bee Hesketh
commented
This is so necessary! We are constantly having to switch back and forth from Xero to GoCardless to cross reference which invoices are DD and which aren't.
I honestly don't understand why Xero advertise their GoCardless integration if they aren't going to update it and ensure it does the basics. So many issues with it that make streamlining any area of our accounting impossible.
An error occurred while saving the comment Bee Hesketh
commented
This is so necessary! We are constantly having to switch back and forth from Xero to GoCardless to cross reference which invoices are DD and which aren't.
I honestly don't understand why Xero advertise their GoCardless integration if they aren't going to update it and ensure it does the basics. So many issues with it that make streamlining any area of our accounting impossible.
Bee Hesketh
supported this idea
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23 votes
An error occurred while saving the comment Bee Hesketh
commented
I honestly don't understand why Xero advertise their GoCardless integration if they aren't going to update it and ensure it does the basics. So many issues with it that make streamlining any area of our accounting impossible.
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Any idea when you are going to make GoCardless automated features a useable feature?
I'm still on the old GoCardless integration which is lacking enough. But I'm sure I'll be forced to use the new one soon which sounds even worse than the old one.
Don't have integrations if you're not going to support them properly.
An error occurred while saving the comment Bee Hesketh
commented
We're still using GoCardless for Xero and due to some issues I was looking in to switching to the new GoCardless in Xero, but this has absolutely put me off. Thanks for sharing and I hope they fix it soon (we can only hope).
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248 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. 🙂
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you going to get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Yet another area of repeating invoices where Xero's only solution is to perform it manually. Great.
I don't think there is a single area of our billing processes which we are now able to automate with Xero, due to issues/bugs (so called 'Product Ideas').
Bee Hesketh
supported this idea
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17 votes
An error occurred while saving the comment Bee Hesketh
commented
Yet another limitation of repeating invoices. Very frustrating
Bee Hesketh
supported this idea
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1,053 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Bee Hesketh
commented
Any update on this? Seems as though it is a standard feature with Quickbooks.
Bee Hesketh
supported this idea
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33 votes
Hey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
An error occurred while saving the comment Bee Hesketh
commented
Either fix the issues with the GoCardless integrations, or give us a bank feed. The lack of functionality currently is incredibly poor.
Bee Hesketh
supported this idea
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21 votesBee Hesketh
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16 votesBee Hesketh
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4 votesBee Hesketh
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34 votes
An error occurred while saving the comment Bee Hesketh
commented
We are stuck running our direct debit on the 20th of every month because of this. It doesn't matter whether I'm on holiday or it's the weekend, it has to be the 20th because we can't select "the last Friday" (or similar) for our repeating invoices.
If we don't sort the direct debit at this time, then customers start receiving invoice reminders (when they shouldn't) because there is no way to turn those off for specific repeating invoice templates paid by direct debit.
More and more businesses are running on similar subscription models, yet Xero are still in the dark ages.
Bee Hesketh
supported this idea
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7 votesBee Hesketh
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27 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
An error occurred while saving the comment Bee Hesketh
commented
This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
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Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
shared this idea
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14 votesBee Hesketh
supported this idea
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24 votesBee Hesketh
supported this idea
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Wish we could turn this off. As you say it just flags recurring monthly bills and has never once flagged an actual duplicate bill. Pointless feature for us and would be great to be able to disable it.