Projects - Bulk update staff charge out rate
The ability to bulk update staff charge out rates in Project Tasks. Running many projects and therefore many many in progress tasks. Needing to duplicate a task and create a new charge rate is both tedious and cumbersome. Unless you export to excel and manually change data, you are unable to get an accurate snap shot of the financial status of the project as charge out rates are outdated. Currently when exporting invoices, I am needing to individually update staff rates to reflect the current times.
Kate Grigg
shared this idea
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Liz Phillips
commented
Xero projects was suggested to me as a sole trader to track my billable client time. However anytime I need to increase or change my charge out rate, I need to close down all old tasks and reopen a new task under each client to set the new hourly rate.
As a sole trader, with the number of clients and tasks I have in projects, this is a full days work - which means a day of lost income spent updating my charge out rate tediously on every single client and every single task under each client.
There needs to be an easier way to update your hourly rate for all time charged post the hourly rate update. Most businesses go through price changes regularly, so I can't understand how Xero can actively suggest projects as the best way to log my time, but then turn around and say the only way to update my hourly rate is to close down and create a new task under each and every client.
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Mark Murray
commented
Xero Projects - being able to update charge-out rates going forward
Purpose: We have staff being charged out at an hourly rate. However when they get promoted and they get put on an increased charge out rate. However if we update the staff cost rate in Xero Projects, this applies to all time they've charged , including projects where the time was before promotion.
In the current Xero system, if a staff member gets promoted and we update the charge out rate, then the historic costs for each job get over stated because the historic time charged before the promotion gets uplifted to the new charge out rate.
We would like the ability to uplift cost rates, without misstating historic job costs.