Invoices - Option to identify which invoices are not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
Mark Spencer
shared this idea
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Emma Hards
commented
100% this is critical. I don't understand why it's available for bills and not sales invoices or credit notes...
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Carla Lee
commented
This is very important, especially with each individual line of the invoice needing to be assigned to a project (still waiting for the 'assign/select all' option to be developed. It is very easy for a line to be missed then almost impossible to pick it up afterwards without manually going through the invoice lines.
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Bolanle Sadiku
commented
This is very important, so we can easily see project that was not assigned and especially if you are just switching to Xero project or you forgot to do the same while creating the invoice.
Many thanks in advance.
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Saif Islam
commented
This would allow reconciling human error of missing to assign an invoice to a project.
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Genelou Manangan
commented
I need this for customised P&L report
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Heide Baer
commented
Ageed this would be fantastic. I've tried building report but no project information is available in custom reports that I can see.
Also, it would be great to have the ability to attach the project to a repeating invoice so that I don't have to audit for this.
Alternatively, the ability to add a column in the invoice module to show project assigned to each invoice.
Unsure which option is easier to implement, but any/all would be fantastic!