Settings and activity
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267 votes
Allison Goerzen
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4 votesAllison Goerzen
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4 votesAllison Goerzen
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13 votes
An error occurred while saving the comment Allison Goerzen
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Bulk editing invoiced status would be very helpful! So would the ability to attach individual time entries or project expenses to a specific pre-existing invoice. This would make project review at year end go a lot easier as well as would help with matching expenses with revenue. When you generically "mark as invoiced" Xero uses the day you clicked it as the invoice date, which makes it hard to track which expenses were invoiced when.
In addition, would also love to bulk or batch edit project expenses to "non-chargeable" or "percentage markup - 5%". This would also help with year end cleanup as well as invoicing.
Thanks!
Allison Goerzen
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5 votes
Hi team, while we don't have a direct feature that would automate the entire process, there is a way to record and do this in Xero.
You could set up an account for the expense in your Chart of accounts, and reconcile the original payment to this account. You could then set up a repeating bill or invoice template to auto generate and you'd make payments on it to the same account to reduce the balance over a period of time.
Allison Goerzen
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10 votesAllison Goerzen
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37 votesAllison Goerzen
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Yes adding a bank statement to reconciliation reports or to the Reconcile Period tab in banking would be very helpful