Receive Money - Ability to assign to a project
User can allocate a Project from spend monies directly from the bank reconciliations, but cannot allocate received monies to a Project?
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Jenny Harenza commented
I need to be able to assign materials we have returned to projects.
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Pritika Kumari commented
Please can this function be added. This helps us assign refund of cash advances to projects accordingly.
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Aftab Ali commented
Has this function been added???? I need it desperately! I second what Georgina stated below.
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Georgina Watson commented
Allowing received money to be allocated to a project without an invoice is imperative in order for project costings to be accurate
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Stephen March commented
This is essential for any project based company that receives funds via credit card or PayPal (effectively anyone who deal B2C). I am amazed this hasn't been completed yet as effectively you cannot check profitability of a project if you cannot allocate funds received to a project. how can you make an effective business decision if you have incomplete data
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United Voices of the World commented
We're a nonprofit and I have income from donations that I would like to add/track in a project. It would be good to be able to add a Receive Money transaction. All workarounds eg adding negative expenditure, are inelegant.
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Alice Senior commented
Hello,
This is critical to our business to ensure that our project costs are accurate. If we do not assign a 'receive money' transaction to the project then the project costs are overestimated.
The only way I can think of getting around this is create a dummy credit note, but this is not the correct way to be keeping records of our transactions.
Please can this feature be added :) -
Tyler Salcido commented
Yes, this is absolutely critical. We have no ability to add income to projects and easily job cost. Please add this ability.
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Rob Hughes commented
Enable income lines to be reconciled to Xero Projects in the same way that expenditure lines are.
It's currently impossible to add income to a Xero Project without creating an Invoice.
There are some income lines which won't have an invoice attached (refunds, for example, or grant income or donations, if you're a charity), and will instead have grant letters, emails, or remittance forms not made in Xero. It's currently impossible to use Xero Projects to manage budgets precisely, because those kinds of income can't be included.
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Judy Pinny commented
It's vital this be linked. There is no way to link refunds to a Project. Eg Paid insurance on a piece of equipment for a project. Cancelled insurance and received a part refund. I can't allocate it back to the project.