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  1. Repeating Invoice - bulk update of amounts

    245 votes

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

    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. 🙂

    Tim Vogel supported this idea  · 

  2. Invoices: Repeating Invoices - Bulk Import/Export

    269 votes

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    submitted  ·  106 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tim Vogel commented  · 

    would be really useful

    Tim Vogel supported this idea  · 

  3. VAT - Automatically calculate VAT using the Marginal Scheme

    62 votes

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    22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the support and interest this idea has gained. Though we appreciate the value auto calculating VAT using the marginal scheme would be for those that need it, we want to be transparent here that this isn't in our roadmap.

    Currently, it's possible to adjust VAT on invoices and credit notes - If you set the transaction to Amounts are 'Tax exclusive' and make sure the Tax Amount column is shown you'll be able to click into this field and edit the amount as needed for each line of your invoice - we have more detail on this in Xero Central.

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    Tim Vogel commented  · 

    clients moving to sage as this does not exist

    Tim Vogel supported this idea  ·