Projects - Ability to bulk assign bills to Project
Ability to assign bills in bulk to Project.
Purpose: To save time rather than assign the bill one by one.
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Simon Young commented
Yes please!
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David Guest commented
Assigning to a project is too slow. It should be able to be done in Bulk, and on the reconciliation page easily - not click through multiple times. It's basic stuff.
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Jane Russell commented
This feature would be amazing, we would like to include in our bulk import from excel.
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Freya Pieroz commented
I'd like to be able to bulk assign expenses (and income) to Projects using Find and Recode or with tickyboxes on the list of Bills not assigned to Projects.
Currently, you have to edit each separate transaction to assign it to a Project. Separately.
From within a Project, clicking to Add -> Expense from bill opens the list of unassigned bills, but you have to open each one separately and edit each one separately.
It's a waste of time to do each one separately rather than in a bulk lot, especially when the person reconciling the bank doesn't have Projects access or forgets to assign the transactions they're reconciling due to the fact that that's a multi-step process that involves drilling in to Add details.
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Hassan Serag-El-Din commented
Would love to see this feature.
This is the most time consuming process.
Example we would like to see.
In the bills draft or approval area, a bulk coding list with a project assigned drop down, option to view attached bill PDF. account code. Similar to the cash coding process.
Many thanks in advance
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Mariel Cabando commented
Please add this feature. Thank you!
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Kimberley Piombini-Admin commented
Another vote for this please! Seems very strange that you can't bulk select bills to add to a project - particularly in these days where most of us are creating bills via Dext or similar.
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Tim Cockerill commented
I tried the method setput by AJ Bertenshaw below, but there is no options +Add in the recode dropdown? Step 8 doesn't seem to work.
I can only select from contacts/account/tax rates - can't find the projects anywhere?
7. Press the Recode button
8. Press the "+add" link
9. Choose the only option there: ProjectNot sure if anyone else figured this one out?
Thanks all
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SINGH HOMES commented
Please add this feature, it's too time consuming to add projects to bills one by one. I have more than 10k bills to assign projects to them. please do something.
You can might add new screen like cash coding just for assign projects to bills with ability to view attached bill file like bills in draft screen.
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Brittany Massey commented
This should already be a option..
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Kerry Barlow commented
Please add 'bulk assign' to projects - this is too time consuming to do individually. This seems like something that would be quite easy to fix. I need to be able to select multiple items at once to assign to a cost code in the project. Doing this one by one takes forever!
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AJ Bertenshaw commented
Hasn't anyone noticed that this feature does actually exist? I came here looking for the answer, and got a little dishaertened when I saw the complaints that it hasn't been done, however I kept going and within 2 mintues I found that this feature DOES exist.
Here's how you access it:
1. Make sure you have Advisor role access (this gives you acces to the Find & Recode feature). If you are user admin, you can give this to yourself.
2. Go to Accounting > Advanced
3. Click the Find & Recode feature
4. Press Find and Recode button
5. Set your search criteria
6. Tick all the lines you want to bulk assign a project
7. Press the Recode button
8. Press the "+add" link
9. Choose the only option there: Project
10. Choose the project you want to assign all the selected transactions to -
Tomek Piatek commented
It’s really beginning to feel like Xero is going the way of many saas companies that got quite successful in a short-ish space of time — customers are becoming the product.
We needed this feature 2-3 years ago and we STILL need it. Please assign some resources to implementing things that your customers are ACTUALLY asking for.
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Mark Bryan Lasic commented
Please add 'bulk assign' to projects - this is too time consuming to do individually.
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Fiona Waller commented
Please add 'bulk assign' to projects - this is too time consuming to do individually. This seems like something that would be quite easy to fix. I need to be able to select multiple items at once to assign to a cost code in the project. Doing this one by one takes forever!
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Bang Lin Ngo commented
Any way this can be implemented using the template bill csv? Doesn't quite make sense to be able to bulk import all details but we have to go through each individual bill just to assign to projects.
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Jeremy Haigh commented
Raised in 2019 lol not coming anytime soon then? This is badly needed as is code that matches the project name in the description that auto find and matches the project in Xero prior to saving the transaction and reconciling. Quickbooks is better in this area than Xero. One by One takes us more than a full day of staff time for 200 transactions and that is going to get worse as we grow.
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Vince Marziano commented
Add this option through Find & Recode, similar to how Tracking Categories can be reassigned in bulk.
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Brad Cole commented
Please, please, please update this feature. It can't be that hard. The process of individually assigning costs is laborious
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Matt McPhee commented
Projects is unusable until this feature is implemented.