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Xero Project reports - Click into transaction from report

Xero Project feature idea

  • drill down transaction from Xero Project reporting
  • Report template Xero Project layout can not be saved to custom report template
  • assign project to Payroll
  • Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
13 votes

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Finance TRSWA shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams. 

I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.  

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  • Julie Blackwell commented  ·   ·  Report

    This is so critical, and it seems like it would be so simple to include in the Account Transactions report an additional 'Column' for Projects. Then Projects could be filtered in order to see all costs and then could also be hyperlinked to the invoice/bank payment.

  • Lisa Kealy commented  ·   ·  Report

    Be able to hyperlink to expenses booked to a project