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@xero product team - please can you explain how this is not seen as a priority / gap in functionality - especially when time is spent on delivering items like compacting the bank rec screen....

Many businesses I work with subscribed to the Projects module as a replacement to using the TRACKING function (limited to 100 items) which always had an UN-ALLOCATED option to easily identify items not tracked. This was obviously considered key as the Tracking functionality was being designed and developed.

Was there any user input as Projects was developed from 'real-world' management accounting users? Showing items not linked to Projects would seem to be an obvious, key item to include in acceptance testing..

As echoed in other posts, the inability to have confidence in the data without checking every transaction individually does not provide a commercially viable Project Reporting function. If Projects was free / included in core Xero it may be a take it or leave decision but Xero collects around £5 / user / month so I would hope are committed to providing a fit for purpose solution.

I recently opened a ticket to see if support could give any update but got the general response - ' while it may be important for your business, no plans to address...'. Quite a patronising view to suggest the need for data integrity in a Project Reporting system is a niche requirement.

Could your product team give this some serious consideration and come back with a response to us please to help understand why this is in Tracking but not Projects?

It has been like this for literally years with active campaigns to make Projects usable. Projects was inserted into Xero and the date recorded in Projects is the date the transaction gets posted to projects which is a useless date from a project account standpoint. For 2 years I have been ticking off individual transactions and making adjustments.

You might also ask why you can't get a report that includes quotes on it? what is the point n having this feature and then not being able to present Quote less invoiced = amount to invoice

Finally and perhaps a step to far but if you have stock which you supply to projects....dummy bill (with project)+dummy credit note (no project) - not a great solution.

The purpose of project accounting is management information and reporting - if 1. reporting is incomplete 2. reporting is date inaccurate 3 it is terribly difficult to validate the numbers to accounting systems- it kind of fails in it's primary purpose

Please make this as your first priority! This feature is so so so important to people who uses Xero Projects. It is not efficient, both time and cost, to check each bill individually!!!

The lack of this functionality is a huge omission, meaning accurate project costing reconciliations are impossible, other than checking through hundreds of transactions manually, which is not an option.

Would be really great to run a report showing all expenses and which project they'd been allocated to - or if they haven't been allocated as they were missed.

I agree, this feature should be for Bills and Invoices and is very crucial! i am so surprised why xero haven't thought about this and implemented it already. We moved away from Zoho which had this feature

Hi all

https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048403-projects-reporting-add-invoice-number-and-refere

this item appears to have a similar aim and is at status working on?

Is there an update on this request? Would it be possible to also produce a report showing sales invoices not included in a project (could be unassigned by mistake)?
The projects module needs to improve urgently to make it fit for purpose. We also need the ability to link purchase orders to projects.

WE NEED THIS ASAP !!!

Xero talk means nothing.

When they update this to planned I know will have it in a year. :)

Projects could be a very good solution if they would finish it.

Need project specific addresses, assign PO, report to show all assigned transactions/bills, and a report to show all not assigned to project.

Then a better API.

Come on Xero - let us know you are working on this please! Surely, its not that difficult to implement. It makes the Xero Projects an unworkable software without the option to show which Bills haven't been assigned.

Xero your costing us MONEY.

We need this report and we need it now.

I have changed over to Xero from MYOB which had fantastic job costing. I was unaware of projects lacking the ability to pull a report to easily double check expenses are allocated to a project. Very disappointing. Paying for the Projects and then lacking this simple feature is not acceptable. I have no doubt you will loose customers if it isn't corrected immediatly

Thanks to Jacinta for contacting Xero - I began trying to do so myself yesterday but realised I had no idea how to do so!

Great there is some sign of action - hopefully their development lifecycle for a minor feature is faster than our own (6 months even in a crisis!)

At last this is gathering momentum, can’t stress how urgent this is.
Please act asap

It is very crucial for us to be able to have a report that can show each bill or invoice and which project has been allocated to it. That way if we accidently forgot to allocate or assign a project we can click on the bill or invoice and assign the project to it!

Hey all. I have spoken to Xero and they are looking at putting something in for this. Very exciting so watch this space :)

It is a huge priority especially since we have to allocate a lot of invoices and bills per project after publishing it from Hubdoc. It takes a lot of time to check each invoices and bills one by one.

I agree this needs huge priority. It's not and has been requested from day 1 5 years ago.

It should read in big red letters when signing up projects has no way of reconcilation to not mislead new users like what happened to me.

As much as I like Xero, the projects functionality is severally lacking and I can't see me using Xero next fiscal.

Given Xero charge for projects this reporting functionality to ensure costs are not missed is absolutely fundamental and should be addressed as a matter of priority. Please allocate some resources to this Xero instead of things like changing the look of a perfectly good bank rules screen!!!!!