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Projects | Quotes - Add project title to reference field
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or have Xero display the project title—this would be better.
Pull through the project name to the invoice (like the quotes do) so that the invoices have some reference. The title idea above would be a workaround for this same issue.
Seeing as you have to manually add the tasks to the project, and there is no way to add a description to the task at this stage, it would be good if the tasks used the default descriptions already added to Xero when creating an invoice. Currently, I have to delete the tasks and re-add them to generate the default descriptions.
Have a timer displayed in the browser tab (like Toggl does) for easy time checking.
Display the time for tasks using a consistent unit of measure ie 0:43m (not 71.76—whatever that is?) let's just stick with minutes for time stuff, eh?
Add a nice and simple way to 'close' a project (like the 'start project' from draft. (not buried in the ellipsis). This has a 'feel good' element to it, completing a task. Asana does this with a lot of flair when you tick off a task.
Have a more digestible report showing how many hours per staff were worked per day. (Toggl does this well.)
Increase Xero logout time to a day. Having to relog-in multiple times a day is frustrating.
I think the idea of Xero Projects is great. However, it requires a lot of hand-holding and reentering information to go through a project life cycle.
Here are my top 10 improvements I think would make a FAR smoother experience.
Pull through items quoted into the project as tasks once 'started'. This should be a bare minimum. At the moment tasks have to be manually added to any project.
Push the project title into the reference tag so it displays in the Xero invoice list (otherwise there is no high-level description of what the job is for an invoice). Or…
4 votesThat's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
- Projects | Connect Quotes and Deposits
- Projects - Keep timer on all pages
- Projects | Task Invoice - Show detail of time associated to task
- Login - extend login time (As you'll see from my last update on the idea this isn't something we have intentions of changing, However you may find the detail I've shared in the update useful to understand why)
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
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Quotes - Create repeating quotes
I note there are repeating (aka recurring) invoices and bills.
I would like repeating quotes as well because every year, we issue a quote to some of our clients for maintenance agreements or hosting agreements. It is basically the same quote every year except that the amounts are adjusted for CPI9 votes -
Xero Expenses - Adjust width of Categories field
Expenses, the Categories field should be wide enough to display the text on the website. Note that the mobile app works fine.
Or there should be the ability to nest categories.
As a web developer, widening the Categories field should be trivial. Apparently not according to Xero support....3 votes -
Projects - Job Card Creation
Job Car Creation with Check list for empployees
Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.
Simple
1.Creating Jobs
2.Add Customer
3.Add Vehcile/Vessel
Port & Starboard - Model Numbers, Serial Numbers
Generaor Model Number, Serial Numbers
4.Add Fault Description
5. Engine Hours
6.Trailer Brand
7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, MaterailEverything needs to revolve around job Numbers
1 vote -
NZ Payroll - Turn off notification for employee bank accounts change
There needs to be a feature to turn off automatic notifications when an employee changes their bank account,
Every time this changes in our system our Accountant gets an email.
Apparently there is currently no way to turn this feature off.
A bit irritating for him to say the least...25 votes -
Bills - Enter Tax Amount instead of calculating from a tax rate
Enable tax AMOUNT instead of the rigid tax rate in Bills.
If you consider a Zoom phone bill, there are 3 different taxes that apply to the bill (1 Federal + 2 City). Tax rates simply DON'T WORK, Xero is too rigid.
Why not offer a simple tax AMOUNT box where we can type a USD amount, instead of forcing some tax rate?
And it's exactly the same for INVOICES.
The ability to set a tax AMOUNT rather than a tax rate is indispensable.1 vote -
New Bills - Feedback
A few things I've noticed that annoy me that I think could be tweaked;
Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
Also there's a button to provide feedback that doesn't work.The new layout of the "view/files" is clunky - I like the idea of it in theory but there's far too much white space to actually be useable. The old way of viewing files just flowed better without feeling too disruptive.
Under the old bills, when I was going through and selecting multiple, if I accidentally clicked off the checkbox and opened a bill, I could use the "back" button in my browser, and my selection would still be there. Under this new layout, when I do this, I navigate back, see my selection for about 1 second then watch it all un-highlight, and I have to go back through and select all 90+ invoices again. Super frustrating. Is it possible to either revert back to the old way of retaining previous selections, or making it so that any click on that lefthand side will select the checkbox rather than opening the bill? I notice if you hover over the contact or reference it underlines those details, so maybe make them the link to open the bill, rather than the entire box?
A few things I've noticed that annoy me that I think could be tweaked;
Duplicate bills screen is a complete waste of time in its current state. Either change the parameters for what flags as a duplicate (ie - if it's the same amount, it should also be the same date, or check for duplicate reference numbers attached to the same supplier). Also give the option to ignore all duplicates from certain suppliers or if something appears, an option to never remind for this supplier & amount again.
Also there's a button to provide feedback that doesn't work.The new…
3 votes -
Invoices - Checklist templates to print and attach
allowing users to create proffessional comprehensive mechanial & electrical checklists, printable files attachable to jbs cards
job card creations with details on faults
parts sheets for parts used & ordered1 vote -
AU Payroll - Wage Withdrawals Sole Trader Tracking
Track Sole Trader Wage Withdrawals
1 vote -
Nab BookKeeper Intergrations
Intergrating with Nab Bookkeeper
1 voteHi Zachary, appreciate you sharing your feedback on how you'd find Xero even more powerful for your business.
Being upfront we don't typically develop integrations ourselves. However we have a Developer Centre where interested parties can get information if they'd like to develop an integration with Xero.
I'd recommend connecting with Nab bookKeeper to see if this is something they'd be interested in building and you're welcome to share the link above.
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Sales Tax - Support negative tax rates
Withholding tax (WHT) in Saudi Arabia (-5%). Allow option to add negative tax rates in Xero.
1 vote -
Show all accounts in Financial statements
it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once
1 vote -
New invoicing | Email template - show as tax inclusive
EMAIL DESCRIPTION OF INVOICE-SHOW GST INCLUSIVE PRICE-When selected "Include action to online and detail summary" for the email template, the email that is sent shows a description of the attachment (invoice) in the body of the email, but it has each item GST EXEMPT then the GST is listed at very bottom. It iss very confusing for some customers.
1 vote -
Quotes - More Filter options for the Overview screen
A user that has limited access but needs to be able to filter from the main screen not just start date and end date - it needs further drill down options
1 vote -
Reconciliation - Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
8 votes -
UK Payroll - Search for employee by National Insurance number
We would like a function to be able to search employee's by national insurance number.
2 votes -
Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
9 votes -
AU Payroll - Reinstate order of payroll activity summary report
Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
- Earnings
- Tax
- Super
- Net payable
- Actual paid
to
- Earnings
- Net payable
- Actual paid
- Super
- TaxPut it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.
The two screenshots I've attached are from two different clients, but the March one was created 1st May 2024 and the April one on 7th May 2024.
Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
- Earnings
- Tax
- Super
- Net payable
- Actual paid
to
- Earnings
- Net payable
- Actual paid
- Super
- TaxPut it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.
The two screenshots I've attached are…
7 votes -
Cash coding - Apply existing rule
In cash coding you can choose to set a bank rule. I think it would be nice to be able to choose an existing bank rule to add to. I.e. we have a meals expense rule that has a few restaurants selected. It would be nice to add additional restaurants to the existing meals expense rule instead of creating a new one.
2 votesAppreciate not exactly what you're asking here, Christanne - However, it may be worth reviewing the criteria of your existing rule to see if there's a small change that could be made so it's suggested for a broader range of transactions?
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Aged Receivables - Include credit limit
We would like to see the credit limits included in the Aged Receivables Details, as well as in the Summary. This way, when we are working with detailed reports, it will be easy to see if a customer has exceeded their limit without having to run a separate report.
The amount could be placed as an extra column on the total amount of each client in the report.7 votes
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