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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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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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 Xero to deliver the most impact for our global customer base.

Thanks again for being an active part of our community. 

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  • 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.

  • Vernon Lacey commented  ·   ·  Report

    Critical for my client - who is now threatening to leave me because this feature does not exist.

  • James Persson commented  ·   ·  Report

    Any update on this Xero team? Would consider signing up for expenses and projects if this is possible.

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