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  1. Reporting - Report that shows Repeating Invoices

    238 votes

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    102 comments  ·  For small businesses » Accounting features  ·  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…

    Emma Little supported this idea  · 

  2. User Roles - Invoice only (Approve and Pay) to add Tracking categories

    13 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Emma Little commented  · 

    When a user is given the permission of Invoice only, they are unable to add a new tracking category. The only they can add tracking categories is to give them access to the bank account balance and transactions as well which business owner rightly don't want to give to admin staff.

    Emma Little supported this idea  ·