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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Michèle DesLauriers commented
any update on this?
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Peter Dorotiak commented
This was first raised in 2022. Has there been any word from the Xero team?
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Tal Rabinowitz-Blank commented
this would streamline much of our end of month process
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Amy Eriksen commented
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 😊
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Georgina Watson commented
The purpose of repeating invoices is to save time and improve efficiency. To then have to go back to each invoice to assign it to a project wastes time and reduces efficiency so please make it possible to assign projects to repeating invoices.
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Terry Smith commented
It's truly baffling how such a critical feature was overlooked during the redevelopment of the new Invoice format in Xero. How is it possible that something as essential as the ability to allocate a project job to an invoice wasn’t prioritised? Do you have any idea how time-consuming it is to manually go through each invoice, edit it, allocate the job, save it, and repeat the process just to ensure the invoice shows up correctly in the Project reports? It's a tedious and inefficient task that completely disrupts workflow—especially when you're trying to get an accurate view of income for the month. How can such a fundamental part of the system have been missed in the planning stages? It’s beyond frustrating to see something so crucial overlooked in the face of all the new development work.
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Otto le Roux commented
I can't believe this hasn't been implemented yet. As a small business owner that does my own admin, having to do this manually is a major drawback.
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Christina Duff commented
This would be a huge time saver to have for both repeating bills and repeating invoices.
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Alasdair Rhodes commented
This is a must have, Nearly all our invoices are for repeating VoIP Phone system subscriptions.
The same request goes for importing supplier bills via a csv, you should have a column for projects.
It's staggering that you don't already have this feature. Its a couple of days work per month to manually apply.
We have just moved over from Kashflow which does this. Its SO bad we may have to move back.
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Heidi Du Toit commented
This is definitely a HUGE gap in the functionality of Xero projects!!!
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Angie McLendon commented
We desperately need the ability to assign EACH LINE ITEM TO A DIFFERENT XERO PROJECT in Repeating Invoices. It's so time consuming right now to manually assign these after the invoice is generated.
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Rhian Cable commented
Getting rid of the admin burden of having to do this manually would be a huge benefit
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Josh Adam commented
This sounds like a really small simple feature to include that will provide great efficiencies and insight for SMB Owners.
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Vasant Dhawale commented
Please implement this feature (ability to assign to a project) ASAP.
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Mark Moore commented
For value pricing this is critical.
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Donna Warren commented
we are not able to evaluate our projects correctly without this functionality
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Mandy Busuttil commented
Please can you, as a matter of urgency, look at providing the ability to assigning repeating invoices to a given project. This is absolutely key to our business.
This is a crucial feature, and quite common in other accounting software programmes. PLEASE IMPLEMENT THIS ASAP!!
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Michèle DesLauriers commented
this is critical for our business. Any update?
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Jodie Elliott commented
And also to assign repeating bills to projects - thank you - Jodie
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Eva Mueller commented
Such a simple and crucial thing and still IMPOSSIBLE to do in the oh-so-sophisticated Xero. Instead, Xero keeps increasing their prices. I'm not impressed.