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5 results found

  1. Repeating Invoice - bulk update of amounts

    215 votes

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    61 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 🙂

    Kirsty Tapper supported this idea  · 

  2. Reports | Statement of Cashflows - add budget column

    25 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kirsty Tapper supported this idea  · 

  3. Fixed Asset - Partial disposal of an asset

    277 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 


    However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.


    As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

    Kirsty Tapper supported this idea  · 

  4. Fixed Assets - Attach a file

    678 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

    Kirsty Tapper supported this idea  · 

  5. Allow "Current date" to be inserted in reports at the client level.

    15 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kirsty Tapper supported this idea  ·