Settings and activity
3 results found
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91 votes
An error occurred while saving the comment Natasha Dixon supported this idea · -
211 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Natasha Dixon supported this idea · -
154 votes
An error occurred while saving the comment Natasha Dixon commentedLack of cash coding on Starter Plan is a serious factor when considering whether the plan is suitable for a client or not. The benefits of having access to invoices/bills and payroll are often outweighed by the loss of efficiency due to time consuming data entry - especially where advisers are left with processing large volumes of data.
Natasha Dixon supported this idea ·
It would be helpful to be able to have a due date or invoice date placeholder. This is helpful where billing for a period that ends on a day rather than Month or Year.