At the moment we have to have a staff member spend half an hour to an hour each month to assign the automatically repeating and sent invoices to the projects (when the repeating invoices are for the same ongoing project, monthly or quarterly retainers). It's a timecost but it also introduces user error. Please add this feature as soon as possible because it would make the Project Summaries usuable without someone going in and assigning the repeating retainer invoices (75% of our client base) to the ongoing Projects that the invoices are for. Add to this that there's no workaround or corresponding feature we could do ourselves using Xero Developer, so we're completely dependent on you! Thank you 😊
Amy Eriksen
supported this idea
·
At the moment we have to have a staff member spend half an hour to an hour each month to assign the automatically repeating and sent invoices to the projects (when the repeating invoices are for the same ongoing project, monthly or quarterly retainers). It's a timecost but it also introduces user error. Please add this feature as soon as possible because it would make the Project Summaries usuable without someone going in and assigning the repeating retainer invoices (75% of our client base) to the ongoing Projects that the invoices are for. Add to this that there's no workaround or corresponding feature we could do ourselves using Xero Developer, so we're completely dependent on you! Thank you 😊