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  1. 578 votes

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    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…

    Kerrin Paget supported this idea  · 
  2. 1 vote

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    Kerrin Paget shared this idea  · 
  3. 291 votes

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    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…

    Kerrin Paget supported this idea  · 
  4. 6 votes

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    Kerrin Paget shared this idea  · 
  5. 55 votes

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    Kerrin Paget supported this idea  · 
  6. 1 vote

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    Kerrin Paget shared this idea  · 
  7. 1 vote

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    Kerrin Paget shared this idea  · 
  8. 964 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Kerrin Paget commented  · 

    Thanks for that

    The App solution might work for businesses but definitely not for accountants or bookkeepers who are working on lots of organisations.

    Kerrin Paget supported this idea  · 
  9. 158 votes

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    Kerrin Paget supported this idea  · 
  10. 191 votes

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    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. 🙂

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    Kerrin Paget commented  · 

    Unfortunately using the export/import function is still slow, we really need a way of easily updating pricing with new unit prices for products, particularly in light of yet another price increase announced from Xero today.
    The admin involved in handling subscriptions on your behalf is increasing all the time - please help us to do this efficiently!

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    Kerrin Paget commented  · 

    I totally agree, either a bulk update function or the ability to update item prices and apply the change across repeating invoices. We have around 1500 repeating monthly invoices that go out, and it take hours to amend pricing.
    Your idea of exporting & importing then creating repeating invoices from a draft will not save time.

    Kerrin Paget supported this idea  · 
  11. 185 votes

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    Kerrin Paget supported this idea  · 
  12. 134 votes

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    Kerrin Paget commented  · 

    given that Xero have announced yet another price increase to their business packages cash coding should be included with ALL the business subscriptions. We have many clients for whom we code the bank transactions and using the reconciliation screen is very inefficient - they don't need all the functionality of the standard subscription but have a few invoices & bills each month.

    Kerrin Paget supported this idea  · 
  13. 618 votes

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    Hi everyone, thanks for joining and supporting this idea.

    We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.


    To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.

    That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.


    As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.

    Kerrin Paget supported this idea  ·