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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Amanda Gregg commented  ·   ·  Report

    We've decided to abandon projects, unfortunately wasn't an option for us so going back to Xero without the Projects module.

  • Lyn Godfrey commented  ·   ·  Report

    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

  • Karen Gillow commented  ·   ·  Report

    All our invoicing comes from projects so this is critical.

  • Benjamin Hawcroft commented  ·   ·  Report

    I am surprised this isnt a basic feature. It is sort of central to every service based business.

  • Kevin Storm commented  ·   ·  Report

    It's also critical to us that bills and costs can be assigned to projects via Hubdoc.

  • Kevin Storm commented  ·   ·  Report

    Not only do we need this for invoices, but also for repeating bills please!!

  • Julie Gelder commented  ·   ·  Report

    I spend so much time adding a project to repeating invoices when it could so easily be done in the template. It's critical for those businesses that provide services. Come on Xero, PLEASE get this one sorted.

  • Melinda Watson commented  ·   ·  Report

    Please get this set up as a feature in Projects. It would be fantastic.

  • Sunjay Singh commented  ·   ·  Report

    Please get this rolled out ASAP. If not, projects is basically useless for me!

  • Rachel Keirle commented  ·   ·  Report

    Critical feature - I have 70 monthly recurring invoices that I have to manually assign to projects once they've raised - and they have multiple lines to them. Ridiculously time consuming.

  • Demo Scope commented  ·   ·  Report

    Critical Feature. Should also apply same principle to Recurring Bills and Recurring Journals. i.e. allowing users to assign to Projects

  • Daniel Harper commented  ·   ·  Report

    Would really like this to help with retainer projects where the client is always paying a fixed fee each month.

  • Leona Kelly commented  ·   ·  Report

    Please can you update Xero so that we can set repeating invoices to be assigned (at the point of set up) straight to their project; rather than needing to add project after invoice creation - as it's too easy to miss the adding of the project with current limit on functionality

  • Victor Smith commented  ·   ·  Report

    have we resolved this i need this in my buisness

  • Nina Thomas commented  ·   ·  Report

    Critical for me - who must use reminders in order to allocate recurring invoices to projects and always be insecure if all is accounted for. Quickbooks is able to do this for the past 5 years, how can we be so behind?

  • Karen Garrattley commented  ·   ·  Report

    So disappointed this has still not been added. It’s crucial for those using projects. Many clients have moved to QBO.

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