This is absolutely critical in my opinion. I prepay for every one of my clients and currently have to not only run manual excel reports behind the scenes to ensure accuracy but also set each prepayment up separately. This takes far too long even with the option to repeat the prepayments.
I completely agree that it should be set up in the same way as the fixed assets, however, I'm wondering if it can be included as an option on the invoicing screen rather than having to go to another place.
For example what if:
At the point of entering the invoice you have the option to choose to prepay line items on the invoice, add a start and end date and the accounts code it relates to.
All from within the invoice section.
I have tried everything available in Xero to come up with an automation for this, it simply doesn't work.
I have clients who raise dozen's of annual invoices that need to be prepaid. This would be such a game changer.
Beatrix Schuster
supported this idea
·
This is absolutely critical in my opinion. I prepay for every one of my clients and currently have to not only run manual excel reports behind the scenes to ensure accuracy but also set each prepayment up separately. This takes far too long even with the option to repeat the prepayments.
I completely agree that it should be set up in the same way as the fixed assets, however, I'm wondering if it can be included as an option on the invoicing screen rather than having to go to another place.
For example what if:
At the point of entering the invoice you have the option to choose to prepay line items on the invoice, add a start and end date and the accounts code it relates to.
All from within the invoice section.
I have tried everything available in Xero to come up with an automation for this, it simply doesn't work.
I have clients who raise dozen's of annual invoices that need to be prepaid. This would be such a game changer.