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  1. New invoicing - Assign next number in sequence when number removed

    108 votes

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    54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.

    Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.

    We'll keep monitoring interest of this here and will update if there are any developments.

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    Laura Mason commented  · 

    Keep voting people!!

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    Laura Mason commented  · 

    After reading the latest updates, before & after the extension of old invoicing retirement correspondence 16/7, Whilst there may not be as many votes at the moment I do believe this will only grow ONCE the retirement occurs.
    Can we please have an update on this feature, will this be in the pipeline or will this be retired along with the classic invoicing?

    Laura Mason supported this idea  · 

  2. Report Templates - Allow Xero blue client access to Report Templates in organisation

    91 votes

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    36 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

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    Laura Mason commented  · 

    SOOO Many reasons for this - Ideally as an owner with many protocols to follow e.g. AML, Privacy & security to name a couple having more access control options for ALL tools would be beneficial - being able to select from HQ ALL the different types of products and levels from ONE is even better. An example is not only for transparency for clients & owning their own data but also for the modern practice engaging with specialist contractors.