Invoices - Identify invoices not assigned to a Project
When using Xero Projects, we can assigned Bills and Sales Invoices to a Project.
However, it is possible to create a Sales Invoice and easily overlook assigning it to a Project.
There is no way to identify Sales Invoices which have not been assigned to a Project. (A recent update provided a feature to do this for Bills but not Sales invoices)
Mark Spencer
shared this idea
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Heide Baer
commented
Ageed this would be fantastic. I've tried building report but no project information is available in custom reports that I can see.
Also, it would be great to have the ability to attach the project to a repeating invoice so that I don't have to audit for this.
Alternatively, the ability to add a column in the invoice module to show project assigned to each invoice.
Unsure which option is easier to implement, but any/all would be fantastic!