Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
Rami Strong
shared this idea
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
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Stephen March
commented
When creating an invoice from a project, it would be ideal to have the option to close the project when creating the invoice from tasks and expenses. We currently have the option to tick box to mark the project as closed when creating an invoice for the project amount, but not when creating an invoice from tasks and expenses.
Suggest either adding the ability to transfer tasks and expenses over to the invoice when creating from a project amount invoice or alternatively a checkbox for a task and expenses invoice to have the option to close the project as well.
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Leah McVeigh
commented
I would be interested in this ONLY if it were possible to assign expenses and bills to completed projects. It currently isn't possible to do that so I'm constantly re-opening closed projects, assigning a bill to them, and then closing them again.
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Emma Rosenblatt (Accounts)
commented
Currently xero is triggered when we go to create an invoice from projects giving us the option to mark all expenses as invoiced and the option to close the project. However, we often make draft invoices from projects that aren't ready to be closed.
Have the trigger to mark all expenses as invoiced and closing the project once the project has been APPROVED for us would make more sense.