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  1. Reporting - Report that shows Repeating Invoices

    269 votes

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    103 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    chris horner commented  · 

    As more businesses adopt subscription models, this feature becomes more important. If Xero want to attract new sales it should prioritise this sort of basic improvement.

    chris horner supported this idea  · 

  2. Products & services - Ability to group items

    90 votes

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    34 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your engagement and explaining here how grouping products and services would help make managing products and services in your business easier.

    We're currently working on product categories that'll let you create and assign categories to products or services individually or in bulk.

    You'll be able to show the category column and filter by categories from the products and services list page, include these in import and exports and ben able to group and filter by categories in some inventory reports. 🥳

    I'll round back to share when this feature starts rolling out!

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    chris horner commented  · 

    Can't understand why you can't filter, sort and group Products & Services as they are such a core element of a business. Seems very basic and should be quick to add.
    Shame people have been asking for it for 2 years and no sign of it yet.
    I'm evaluating Xero at present and not sure I want to carry on with it. The experience has not been great.

    chris horner supported this idea  ·