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6 results found

  1. Repeating invoices - File attached to generated invoice/bill

    53 votes

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    20 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Damian Clark commented  · 

    this app allows you attach docs to the repeating invoice schedule
    Beta testing currently - but there is a sign up at the bottom of the page
    https://trimly.app/

  2. Repeating invoices - Daily repeating option

    28 votes

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    submitted  ·  19 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Damian Clark commented  · 

    This app has daily invoice scheduling - there is a sign up page at the bottom of the page. Beta testing currently
    https://trimly.app/

  3. Bills - Deferred expenses/amortization of bills spread out over time

    27 votes

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Damian Clark commented  · 

    This app is working towards being a cost-effective solution for amortization type adjs like prepaymetns and deferred revenue (and also forecasts from the repeating invoices schedules, and more)

    Looking for testers

    https://trimly.app/

  4. Invoices - Ability to recognise future revenue

    108 votes

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    63 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.

    While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.

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    Damian Clark commented  · 

    This app is working towards being a cost-effective solution for deferred revenue (and also forecasts from the repeating invoices schedules, and more)

    Early stages but the roadmap is interesting

    https://trimly.app/

  5. Repeating Invoices: Pause and resume repeating invoices

    53 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Damian Clark commented  · 

    This app includes a workaround - it allows users to edit invoice schedules created - so you can do things like setup a schedule for 12 invoices but then delete or edit the (say) 5th and 6th invoice

    https://trimly.app/

  6. Reporting - Report that shows Repeating Invoices

    266 votes

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    103 comments  ·  Reports & tax » Reporting  ·  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…

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    Damian Clark commented  · 

    This app solves this problem and delivers 2-click forecasts that can be exported to excel (there is also deferred revenue and more coming soon)
    https://trimly.app/