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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager: Job Costs - Ability to move to another job

It would be great to be able to move job costs to another job in a similar way that you can move time sheets. More often than not costs are captured on an incorrect job and it is a "pain" to delete this and then to re-capture on the correct job.

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Michelle Geldenhuys shared this idea  ·   ·  Report…  ·  Admin →
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  • Carey Batchelor commented  ·   ·  Report

    Crazy that this hasn't been done yet. You can move timesheets but not costs.

  • Shelley Roche commented  ·   ·  Report

    It would be great if you could also re-allocate invoiced amounts to a different job i.e. wanting to consolidate invoiced amounts into one job if wrong reference used or things change

  • Kim M Creighton commented  ·   ·  Report

    very time consuming to have to delete and reallocate to another job, very important to improve flow of invoicing, WIP control and keeping a job open just for costs

  • Isabella Queipo commented  ·   ·  Report

    Please implement this function, it is quite a hassle to move costs from job to job. Would be great if you could bulk delete documents aswell!

  • Emma McAusland commented  ·   ·  Report

    This is taking up so much of our admin time and we think it's critical that the function is available to transfer costs (as you can with timesheets)

  • THP XERO commented  ·   ·  Report

    This really needs to be a priority of XERO's. As a new user to the platform, this is such a limitation on the system.

  • Carey Batchelor commented  ·   ·  Report

    Definately need this, so inconvenient to have to delete cost and reenter on correct job.

  • Elisa Harris commented  ·   ·  Report

    Definitely - seems silly to be able to move one but not the other

  • Craig Stevens commented  ·   ·  Report

    Agree completely with this process being added. Would be great to have the same process as moving timesheets.

  • Debra Hancock commented  ·   ·  Report

    Agree completely with this process being added. Would be great to have the same process as moving timesheets.

  • Shane May commented  ·   ·  Report

    We have the same issue when staff put the wrong costs to a job. You should be able to move the same as time sheets, quick and easy!.