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7 results found
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1,087 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment An error occurred while saving the comment 
Telemall Accounts
commented
Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.
Telemall Accounts
supported this idea
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263 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…
Telemall Accounts
supported this idea
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56 votes
An error occurred while saving the comment Telemall Accounts
commented
A no-brainer and so easily fixed. Why bother giving us a box for Account Numbers if we can't search for them?
Functionality is critical.
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56 votes
An error occurred while saving the comment Telemall Accounts
commented
75 columns but 'Group' is not one of them. It would be a 2 minute fix, and then I could create the 'Archive' customer group I need to clear out thousands of obsolete customers, in 5 minutes.
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128 votes
An error occurred while saving the comment Telemall Accounts
commented
This is so easy in MYOB. As are a lot of things it seems Xero does not do to accommodate rather basic business functions.
Telemall Accounts
supported this idea
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220 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Telemall Accounts
commented
I see it's over 3 years since this rather elementary suggestion was first posted, yet nothing has changed to improve the functionality of Xero in this respect... or so many other respects. Another tick in the MYOB column.
Telemall Accounts
supported this idea
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182 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Telemall Accounts
commented
If I raise a one-off invoice, there's a column to assign it to a project. Why on Earth is that option/column not there for a repeating invoice?
Seems I'm not the only one to think so... This is easier in MYOB.
Telemall Accounts
supported this idea
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I'm happy to join in. It's about more than just using statements to chase invoices, though it's useful to automate a link between the two, it's the ability to set and forget depending upon a particular customer's requirements.
We invoice up to 500 businesses a month and service almost 2000 businesses in all. Some like a statement at month end whether they owe us money or not. As an automated feature in the contact card (like invoice reminders) you cold tick a box for automatic statements and set when they are sent.
It would be nice to not have these customers having to chase these statements all the time. There is zero value add in the time I spend doing this and it could easily be implemented (and should have been).
All this being said, linking it to overdue receivables is useful.