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Xero - create a 'View Unassigned Sales invoices' option. Its a "no brainer" and needs to be implemented. Surely it is a "quick win" for Xero developers. The amount of time it would save not only me but all Xero subscribers is insane. We are trying to run businesses and time is everything. We shouldn't have to individually open invoices or be getting frustrated with our bookkeepers over something so easy to fix in your end.

Please can you add the facility to view sales invoice not assigned to a project - you can do this for bills so why not sales? Projects needs a lot more time spent improving the functionality.

Xero already has a really useful function for Bills where users can easily view unassigned items. It would be extremely helpful if the same functionality could also be added to Sales Invoices.

For companies managing a high volume of projects and customer invoices, it is very time-consuming to manually open each invoice individually to check whether it has been assigned correctly. A dedicated “Unassigned Sales Invoices” filter or report would make it much easier to identify invoices that still need assigning and would help prevent errors or missed allocations.

This would significantly improve workflow efficiency for businesses handling multiple projects and large invoice volumes.

Hi Xero, please create a 'View Unassigned Sales invoices' option as it would save a lot of time!! Many thanks!

Hi guys, how hard can this be? You have a report for bills why not for invoices!

Projects - There should be a report to view invoices that have not been allocated a Project Name/Number, the same as you can for bills. I could find this information out in Sage easily enough.

Being able to track income and expenses to a project is a requirement of our business structure. Clicking into each individual invoice to make sure it's been assigned to a project is wasted time. Need the same functionality as Xero does in bills "View invoices not assigned to a project"

Seems very foolish to have a projects facility in a package, but not be able to identify if invoices have not been assigned to a project. This is available for bills, which is even more frustrating, as the bills report creates lines for items that are overheads, and includes deleted or overpaid transactions too, which none would need to be assigned to a project. Come on Xero, help us to easily identify sales without having to go through each invoice individually.

Projects - Report to view invoices that have not been allocated a Project Name/Number.

This feature is super critical for our business, and we have been requesting this for years but still no updates....

As everyone has said - absolutely barking you can do this for bills, but not sales invoices!

We need this information also. I want all of my revenue and COGS assigned to projects, I know some of it isn't but I have no way of identifying what revenue is not assigned to a project without opening and examining every invoice.

In the Bills area, you can run a report to show bills not allocated to projects.
This feature is not reflected in the 'Invoice' area. Please can we have this available to show all invoices not allocated to a Project as well?

Project Assignment has quickly become an integral part of our business. I was happy to see the "Bills Not Assigned to Project" Report. In the same vein we also definitely need the same report for "Invoices Not Assigned to Project" I am surprised that this report wasn't made available when the Bills Not Assigned Report went live. I would also really love to see a filter we can select to exclude lines on Invoices without any $$ figures from these reports. I foresee every single one of my invoices coming up on this report as I always have lines in my invoices without a price ($ Figure) where we use certain lines on our invoices for descriptions or notes to our suppliers. Thank you!!!

We use projects and automatic monthly invoices from Ignition which does not link to the project in Xero. This would save us so much time each month when allocating these invoices to projects and ensuring we have not missed any

This would be very useful in my industry as every invoice needs to be assigned to a project and currently there is no easy way to determine if an invoice has been assigned to a project or not unless you open each and every one. This is very tedious and time consuming.

This is vital to help reduce the risk of double billing / project managers thinking they've not invoiced.

Hey🙋‍♀️guys!

Critical for me. Volume of transactions makes it impossible to look for Invoice line items not assigned to a project. VERY VERY Time-consuming at the moment.

I need to balance/reconcile invoice lines assigned to projects to Invoice lines assigned to categories??? Possible to do at the moment for Bills but not Invoice lines … Any ideas?

If you can add an option "by Project" on 'Receivable Invoice Detail Report' it will be very easy to see which line was missed.

Attached my report below. "Build" is the category field.

Thanks guys!

Dear Xero,

I would like to suggest a report which showing reconciled transaction along with project reference. Also if you can come up with another report showing transaction not assigned to project (as like bill not assigned to project) Would be really nice. Right now the problem for me is that for example if I forget to assign project to a transaction I am not able to find it out by any way and I am not able to charge that much amount to the particular project.

I am happy to explain this in more details if you want.

Thanks
Ketan

100% this is critical. I don't understand why it's available for bills and not sales invoices or credit notes...