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  1. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

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    Michael Welbourne commented  · 

    To add Xero's own invoice into Draft invoices is such a faff. The MAIN SUBSCIBER has to:

    Choose Subscription and Billing
    Click on Manage Subscription (not very intuitive when looking for an invoice)
    Once in My Xero you click on Billing Accounts
    You then have to click on the three tiny dots on the right
    Choose View Invoices
    Click on the invoice (you are now in tab number 4)
    Go to Log in to save invoice as a bill - Log in???!?!?! It's an off-putting choice seeing as you are already logged in.

    Can't it just go straight in as a Draft Invoices, and on the fairly rare occasion it's not going to be processed by the company that the subscription is for then the draft invoice could be deleted?

    Michael Welbourne supported this idea  ·