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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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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for the feedback here, team. While we have made some improvements to the Bills list screen we don't currently have plans for adding Projects as it's own column here.

However, you may have seen you can now quick view bills from the eye icon and edit from the list meaning you can check a bills assignments, edit if you need and then move onto the next without having to move away from the list.

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  • Nicolas Paquet commented  ·   ·  Report

    Or even the way we can assign projects to credit notes is far quicker, visually appealing and user friendly than the pop up window in "bills"

  • Stephen Green commented  ·   ·  Report

    I fully support this suggestion from Nicola. Having to manually assign bills in another screen is a pain and not time efficient. You have added a column for projects to the invoicing screen so why can't it be done on the bills screen?

  • Lorna Leonard commented  ·   ·  Report

    As partners we are encouraged to use XERO products and here we have what could be a brilliant product for small agencies and you make it really difficult to get information in to it by making it so hard to assign costs, you should be able to assign to projects via Hubdoc too and via API links such as Practice ignition, you are missing out hear XERO how hard can it be, you do it for sales invoices

  • 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...