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Bills - Add a Project column to the Bill entry screen

Add a 'Projects' column to Bills rather than having to click 'Assign expenses to customer or project'.

As a company who have many projects that are a similar (or the same) name as a customer's company name, the current process results in expenses being assigned to a customer and not the project!

A 'Project' column has been added in the new invoice template so PLEASE add one to the Bills as well!!

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Nicola McGuinness-Bell shared this idea  ·   ·  Report…  ·  Admin →
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  • Alan Willis commented  ·   ·  Report

    Projects - As with Tracking Categories, have the ability to add 'Project Code' in Dext which is then imported into Xero. Currently, can add tracking categories in Dext but then have to publish Bills to Xero and then in Xero have to go into each Bill to assign a project code.

  • John Carbonetti commented  ·   ·  Report

    HI Nicola , that is an excellent idea. to help in the interim , maybe just add a "P"in front of all project names...