Projects - Assign repeating invoice to a project
Ability to assign repeating to Xero Project.
Purpose: To save users’ time from manually assigning repeating invoices.
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David Schroth commented
I'm looking at upgrading to the top tier level to get Projects access to replace Harvest, however, this is a critical feature that I need for how my billings work - Harvest can do this!
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Nick Clarke commented
nearly 2 years on and this feature seems simple to implement a yet nowhere to be seen. its a bit of a show stopper and i now have to look for an alternative solution.
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Karen Gillow commented
It is unbelievable that this doesn't exist. Also, if the invoice is for time, there is no time costs added to the project. Makes using repeating invoices for projects useless, as all the time costing has to be manually added to the Project even if an invoice is produced automatically. This is critical - please implement this Xero
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Victoria Kingyens commented
This is a critical function of a project module. If you need to open each repeating invoice to tag it to a project, the purpose of the repeating invoices has been defeated.
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Rey Arellano commented
Xero, please fix recurring billing in Projects. Value pricing and recurring billing is the best practice for many industries including professional services (and bookkeeping and accounting firms so think every Xero partner). Staff enter time in Projects to capture standard cost and standard bill rates, and accomodae payroll; yet repeat invoicing done in Business > Invoice > Repeat resulting in time never being relieved (billed) in Projects. Result is users are blind as to profitability of Projects. If Xero partners aren't able to cleanly run their books in Xero, how are we supposed to support and recommend this to our clients.
Xero, this is CRITICAL. Please gather the motivation.
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Phill Berry commented
I am shocked that this functionality isn't available, I've just moved to Xero being highly recommended by others, but without this it feels like a backwards step :(
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Kevin Storm commented
And repeating bills as well. We are self-billing and have approx. 180 repeating bills per month to allocate to projects.
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Jessica Cartwright commented
I need this too - this isn't fixed yet?
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Emma Critchley-Lloyd commented
this is 100% needed! Why it's not there as standard is beyond me.
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Justin Bender commented
on repeating invoices or bills to include the project allocation already so as to not have to put projects every time or the item should be projected automatically
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Jared Kyllo commented
Yep lets go.
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Hannah Lovatt commented
This should've been added yesterday... Please add this feature Xero team!
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Dazze Studio commented
Please add this feature asap!
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Amanda Hubley commented
This will prevent errors of forgetting to assign invoices to projects.
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Tim Parris commented
We set up the annual work for a client as a project and the client has monthly invoices. Would LOVE to be able to assign the invoices to the projects
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Joan Nelson commented
Would save so much time to have this option
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Jacqueline Pollock commented
this is such a time consuming after thought, needs resolved asap
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Amanda Gregg commented
We've decided to abandon projects, unfortunately wasn't an option for us so going back to Xero without the Projects module.
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Lyn Godfrey commented
We have 400+ repeating invoices and to have to go into each one individually, edit and assign a project is unworkable. Please do this as soon as possible.
It is also needed on Journals!!I see from the comments below this isn't being actioned- a move to Quickbooks is on the cards
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Karen Gillow commented
All our invoicing comes from projects so this is critical.