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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)

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Mark Spencer shared this idea  ·   ·  Report…  ·  Admin →
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  • Ketankumar Patel commented  ·   ·  Report

    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

  • Emma Hards commented  ·   ·  Report

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

  • Carla Lee commented  ·   ·  Report

    This is very important, especially with each individual line of the invoice needing to be assigned to a project (still waiting for the 'assign/select all' option to be developed. It is very easy for a line to be missed then almost impossible to pick it up afterwards without manually going through the invoice lines.

  • Bolanle Sadiku commented  ·   ·  Report

    This is very important, so we can easily see project that was not assigned and especially if you are just switching to Xero project or you forgot to do the same while creating the invoice.

    Many thanks in advance.

  • Saif Islam commented  ·   ·  Report

    This would allow reconciling human error of missing to assign an invoice to a project.

  • Heide Baer commented  ·   ·  Report

    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!

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