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

    106 votes

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    52 comments  ·  For small businesses  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

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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  ·  For accountants & bookkeepers » Xero HQ  ·  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.