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Projects: Reporting - Bills assigned to a Project

Ability to to show periods of bills that haven't been matched to a Xero project.

Purpose: to confirm that all bills are being assigned to properly to Project.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your patience. Ability to view bills that have not been assigned to a project is now live to 100% of users.
To access this feature;

  • Click the 3 dot drop down menu from the Bills list screen
  • Select 'Bills not assigned to projects'

You'll be taken to a page where you c an select the date range for viewing bills that have not been assigned to a project in your organisation, where you can then edit and assign each bill.
Alternatively, go to Projects and select Add > Expenses from bill to get to the same screen.On a separate note - taking on your recent feedback I do want to confirm that this feature is limited to Bills at present and does not extend to Sales invoices.
We understand the importance of being able to make use and understand dates associated to projects - We made some updates to our help over the past few months to explain the dates used when reporting on Projects. When it comes to sales invoices assigned to Projects these will be reported based on the date of the invoice, when the revenue is realised. To capture both dates at which an expense and revenue related to a single project is realised you'll need to run the report for a date range to view both the expenses (billed) date and revenue (invoiced) date.

Show previous admin responses (5)
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  • Dan Sayers commented  ·   ·  Report

    This is very important to us. We are looking at moving all our Xero project clients off from Xero as it is not suitable without it.

  • Lauren Stevens commented  ·   ·  Report

    It's essential that we have the function to be able to search suppliers and which project their bill was allocated to.
    You can search projects via the filter in the aged receivables section but cannot select a supplier OR a date range.

    Please please seriously look into having this integrated.

  • Ben Noonan commented  ·   ·  Report

    It is a very important requirement to have this function as part of the Projects module. Coming from using larger ERP systems this is a vital function in Xero that needs to be addressed.

  • ACCOUNTS ADMIN commented  ·   ·  Report

    This is very important for my reporting. It is important for me to be able to create a report that can show me all the bills or invoices in a certain period and if there is a project assigned to them or not, and to be able to assign the proper project.

  • Arthur Coniglio commented  ·   ·  Report

    XERO - simply not good enough

    Now know what XERO stands for, XERO communication and ability to provide customers needs.

    YOUR clients are screaming out for this simple reporting function which is critical to everyones business.

    Yet you simply ignore everyones request and don't even respond.

    ABSOLUTELY NOT GOOD ENOUGH

    I am ex-IT background and know how simple this report would be to produce.

    If this is how you treat your loyal customers then i think we made a big mistake choosing XERO.

  • Alison Blackwood commented  ·   ·  Report

    With all the "improvements" that Xero has been making to reports recently, you'd think that they would prioritise something as fundamental as this. Come on Xero, pull your finger out!!

  • Josh Buesking commented  ·   ·  Report

    Guys it’s been requested for 4 years.

    They are hiding behind the updating underlying technology to provide features faster in the future currently.

    You can either take that as accurate or they are just stringing us along to keep hope it will one day be possible to maintain our subscriptions.

    Either way it’s not even switched to “considering” let alone “planned”.

    So there is no movement yet and it will continue to be a mess for years regardless.

    Yes I need to manually reconcile and verify a couple hundred transactions myself soon when I have time. Very daunting.

  • Jacinta McGregor commented  ·   ·  Report

    I don't understand how this isn't readily available yet. It is so important to ensure projects are correct. Xero please make this a priority... even just a little symbol (a simple P or something) next to the invoices/bills that are assigned to a project would help! Just like how bills have a symbol to show how many attachments are on it.

  • Lee Grant commented  ·   ·  Report

    It is vital, and with sage upping their game it won't be long before someone else has capitalised on Xero inaction.
    One o my clients performed an audit of 900 invoices and found 40+ that hadn't been assigned, it its simply not good enough and clients will lose confidence in the numbers as they are essentially meaningless

  • Hugh Stedman commented  ·   ·  Report

    In addition to this I want a report that shows a list of purchase invoices and the project that they have been assigned to, it actually incorporates the above idea. Currently when reviewing GP we have to log into every invoice to check the project number which is such a waste of time...

  • Anne Macafee commented  ·   ·  Report

    A column in the Purchases Overview called Projects with a mark against bills allocated to a project would be the best way to have a quick visual to which bills have or have not been assigned. Similar the having the little icon showing that there is an attachment. PLEASE PLEASE PLEASE Xero have this much requested amendment included in next update - Projects is a cost + option you have and yet it falls very short as a tool if we are having to manually check if things are being allocated. Make the adjustment or make Projects free as part of our subscription until it is fixed!

  • Renee Ludlow commented  ·   ·  Report

    This is super important for our biz to ensure all costs have been allocated and haven't slipped through without being allocated

  • Iain Corby commented  ·   ·  Report

    It is easy for staff to forget to assign bills to projects, which means the cost is not recovered.

  • Veronica Rhodes commented  ·   ·  Report

    Our customers are asking for a simple report to audit when a supplier invoice has not been assigned to a project.. this seems like a 101 report that should be available.. please!!!

  • Lee Grant commented  ·   ·  Report

    As Amy said, How is Simon Fowler viewing sales invoices without a project?
    Xero - come on, put some resource into this please, its vital.
    We undertook an audit of some 1400 bills and approx 40 hadn't been assigned, this was done by looking at each bill and as you can expect, it took hours!

  • Gillian Carline commented  ·   ·  Report

    Absolutely ridiculous no report for missing projects assigned to invoices. How are you meant to reconcile anything :(

    Come on Xero please sort this ASAP why design Projects with out reports !!!

  • Aimee Campbell commented  ·   ·  Report

    Simon Fowler - can I ask which report you are using to list sales invoices and seeing whether they are assigned?

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