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5 results found

  1. Practice Manager - Automatic time tracking by client

    9 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Patrik Jay Joven supported this idea  · 

  2. Prepayments & Accrual Schedules

    87 votes

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Patrik Jay Joven supported this idea  · 

  3. Invoicing - Mandatory contact details

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Patrik Jay Joven supported this idea  · 

  4. Invoices: Repeating Invoices - Bulk Import/Export

    257 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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    Patrik Jay Joven commented  · 

    Export function in repeating invoices. There's already an import function which is good, but no export function. Otherwise, create a report in Xero showing data regarding the repeating invoices (e.g. count per frequency or timing, dates and etc..)

    Patrik Jay Joven supported this idea  · 

  5. Reporting - Report that shows Repeating Invoices

    237 votes

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    102 comments  ·  For small businesses » Accounting features  ·  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…

    Patrik Jay Joven supported this idea  ·