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Xero Projects - Standard mark-up on materials

In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.

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Jeff Wilson shared this idea  ·   ·  Report…  ·  Admin →
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  • Sue McKay commented  ·   ·  Report

    Totally agree. I’m having to use another App and it’s costly and cumbersome but still quicker than what Xero offers. I’m surprised there Arnt a lot more votes. I’ve been asking for this for years. Please fix it. Sue

  • Ben Moore commented  ·   ·  Report

    Come on Xero. I'm sure it's not hard. I'll have to change to another app. Who wants to waste their time clicking on 100 products to add the mark up.

  • Logan Hebert commented  ·   ·  Report

    Why isn't this a standard feature? It is with nearly every competing product?

  • Sue McKay commented  ·   ·  Report

    Absolutely Jeff. I’ve been asking for this for years. Even at every roadshow. Sick of being ignored.

  • MC Accountants commented  ·   ·  Report

    Crazy, come on Xero this is ridiculous!!!! One box, Default Mark Up - that's it.

    If you then could adjust the ridiculous Staff adding process, then the software is 1000% better and useable. Currently isn't! SORT IT FOR CHRIST SAKE!

  • Accounts & Admin commented  ·   ·  Report

    It seems like such a standard requirement and a clear oversight for a 'project' based app. There are other issues which I can live with but this one is by far the most critical issue affecting the bottom line.

  • Bronda Smith commented  ·   ·  Report

    I feel the same. We are lucky that we are small enough but it makes is unusable if we were any bigger

  • Accounts & Admin commented  ·   ·  Report

    Frustrating and time consuming. We run a building company on a cost plus basis. Not being able to set a default margin rate on bills costs me hours every week during peak times. To get around this, I sometimes create a tracked expense and assign multiple bills at once with the desired margin rate. This isn't ideal of course because it doesn't reflect the actual cost to us and so the profit figures become inaccurate... not sure what to do about this moving forward. Might need to move away from Xero Projects.

  • Sue McKay commented  ·   ·  Report

    This is an obvious need to make Xero work in a way that would severely reduce time making our business so much more efficient way. We need this NOW!!! Please

  • Bronda Smith commented  ·   ·  Report

    Still waiting for this. The busier we get the more we are having to think about finding another product.

  • Kyle Clarke commented  ·   ·  Report

    You should be able to set up a default markup % for expenses or costs in a project. Instead of having to manually apply the markup per expense

  • Bronda Smith commented  ·   ·  Report

    When you set up a project it would be good to have the ability to set an automatic mark up for linked expenses. At the moment, I will assign an expense to a project and then I have to manually go into each assigned linked expense and manually add the mark up %.

    It would be good to be able to set this for each project so that when you assign an expense the markup is automatically added.