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  1. User Settings - Option to update name without changing historical data in org

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Deborah Hough shared this idea  · 

  2. Reporting - Report that shows Repeating Invoices

    241 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…

    Deborah Hough supported this idea  · 
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    Deborah Hough commented  · 

    I think that the value of all repeating invoices should be available to be seen simply in the "invoices Owed To You" section on the dashboard?
    I recently changed from producing an invoice for a total contract value, to using monthly repeating invoices which works better for me as all my clients pay on monthly instalments, BUT, the problem is i can now no longer see the values that are still left for customers to pay, as there is no facility to see the value of all upcomin repeating invoices?