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42 votes
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Olga Cheyne
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26 votesOlga Cheyne
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95 votes
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.
Olga Cheyne
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1,117 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Olga Cheyne
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We would like to bulk upload and update job budgets and staff time estimated / allocations in XPM using a CSV file.
The upload should allow us to specify:
- Job number
- Job budget ($)
- Task within the job
- Team member assigned to that task
- Allocated hours for that team member on that task
We need to allocate different hours to multiple team members across individual tasks within the same job, rather than only setting a total estimated time for the job.
This would reduce manual entry and make annual budgeting and staff allocation much more efficient.