Settings and activity
7 results found
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625 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Damian Clark
supported this idea
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An error occurred while saving the comment Damian Clark
commented
https://trimly.app/ sends invoices at 9am local time and on repeating invoice schedules, individual invoices can have the date changed so they're not dated on the weekend too.
Heaps of other things that we're building in here too like forecast invoicing from the repeating invoice schedules -
34 votes
An error occurred while saving the comment 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/ -
21 votes
An error occurred while saving the comment 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/ -
1 vote
An error occurred while saving the comment Damian Clark
commented
Jana - there is a dashboard on an app called trimly that has this and more
https://trimly.app/ -
17 votes
An error occurred while saving the comment 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
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43 votes
An error occurred while saving the comment 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
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238 votes
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…
An error occurred while saving the comment 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/
Try trimly.app which has this feature inbuilt to send within working hours