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1. Projects - Assign repeating invoice to a project

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   68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

   The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

   We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

   We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of Xero to deliver the most impact for our global customer base.

   Thanks again for being an active part of our community. 

   Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

   The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

   We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

   We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of… more

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   Donna Warren commented  ·  22 June, 2024  ·  Edit…  ·  delete…

   we are not able to evaluate our projects correctly without this functionality

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   Donna Warren supported this idea  ·  22 June, 2024

2. Reporting - Report that shows Repeating Invoices

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   102 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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 repeating invoices report. 

   We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

   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… more

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   Donna Warren commented  ·  22 June, 2024  ·  Edit…  ·  delete…

   we are using repeating invoices and need so see future income.

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   Donna Warren supported this idea  ·  22 June, 2024