203 results found
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Projects - Allow as an Add-On for all pricing plans
As a 1-man business I only need limited features, but the Project feature is one of these that feels essential to my line of work. It is only available in the highest pricing plan and is not available as an add-on. This appears to price out small businesses who want this feature. Please consider allowing this as an add-on, even if it isn't to be available in different pricing tiers.
5 votesHey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
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Project - Reference field
Add reference field for project.
We do a lot of project work. Our clients will generally have a tender or contract number associated with the project. I need to include this number on all invoices related to the project.It would be great to have an optional reference field for each project that, if not blank, would automatically populate the reference field for every invoice created.
10 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Projects - Add Project Time to Quick Create Shortcut Menu
It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.
5 votesThank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
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Projects - Allow access to view profitability without admin user role.
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??7 votesHey Rebecca, thanks for your engagement and for sharing this detailed suggestion about user permissions in Xero Projects.
We've reviewed your idea to allow users to view project profitability without needing the full admin user role, and it can now gain support from other community members. We understand the need for team members to keep track of a project's performance, and why granting full admin access isn't always suitable.
Along with votes, others can now comment to share additional detail about how this more granular user role would improve their project management and empower their teams. 🙂
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Projects - Add task categories and sub-tasks
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
16 votesThanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
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Projects - Allow limited-access users to add expenses
we are currently setting up our company so that all employees use projects to keep track of time entries.
however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?4 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We also noticed that your original idea contained two suggestions. We've split these up so that each idea can gain support individually. You can view updates for the other idea here: Projects - Allow assigning employee groups to projects.
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Project transaction expenditure type
Project Details report - Add expenditure Type to information
1. Can we have the option to include the account name for the expenditure type. ie I want to see total spend on materials or contractors etc.
2. when selecting report parameters for columns, can we have the option for all, like the project status option2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects - Increase bill description character limit when invoicing from a project
Please increase the character limit for line descriptions when generating invoices from Projects.
Right now, if a bill line has a description that exceeds the small character limit, it gets cut off on the invoice. I have to then manually open each bill, copy the full description, and paste it into the corresponding invoice line. Obviously this is extremely time-consuming and inefficient for something that seems like a relatively small backend fix that would make a big difference to everyday usability.
Is anyone else dealing with this?
3 votesHi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
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Projects - Ability to edit time of users who have left
I use Projects as timesheets for my staff in my contracting business, and it has worked well for the past two years. I do not use Xero process staff wages, I use ACE Payroll.
After a staff member leaves, I delete them from Projects, as it costs me $7.50 per month per person, and when you have between 20-25 staff, it can get quite expensive.
Once I delete a staff member from Xero, I cannot change any of their time entries. The reason I need to do this is usually because they have allocated his/her time against the wrong project.
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8 votesAppreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.
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Projects - Assign New staff to all Projects in Bulk
It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.
9 votes -
Projects - Closed Projects Appearing when you select to add a Project
I thought that once a project was 'closed' it remains closed and does not appear anywhere except in the closed tab of projects however this is not the case. I tested and was able to allocate an invoice to a closed project.
Suggestion:
a) closed projects remain locked out; you can only allocate to them if you re-open - they should not even appear in any selections
b) If they must remain where they are then a pop-up warning appears if you try to allocate this way there are no mistakes in accidently allocating to a closed job1 voteHi Kelly, thanks for sharing your feedback. We appreciate the need for a closed project to be locked or hidden. At the moment, Xero Projects lets you assign certain transactions to closed projects so businesses can clean up allocations after the work is done. Closed projects are marked as “Closed,” which helps distinguish them from those in progress. We have added this to the Gaining Support for more traction.
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Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
41 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…6 votes -
Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
3 votesThanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
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Projects - Add Estimated Income Feature
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
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1 voteHi Jalal, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently the way to view to profit is to add columns for both Gross Profit and % Profit to the Project Details and Summary reports.We've moved this idea to gain more support from the community. We'll watch it closely for more traction. In the meantime, you can share this idea with your peers who might want to see this feature in Xero as well.
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Projects - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
5 votes -
Projects - Assign multiple unassigned expenses to estimated expense
I would like to be able to select multiple unassigned expenses in projects to apply to an estimated expense at once.
2 votesHi Lisa, thanks for your engagement and letting us know the changes that matter to you in Xero Projects.
We've reviewed your idea to be able to select multiple unassigned expenses and assign them to an estimated expense at once, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this bulk-assignment feature could improve their experience and make managing project expenses more efficient.🙂
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Projects - Allow approval signature for Project time entries
It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task
4 votesHey Jason, really appreciate you putting this idea forward. Getting a customer sign-off on project time entries just makes sense, it’s one of those things that can save a lot of hassle down the line.
Having a built-in digital sign-off could bring extra clarity and confidence for both you and your customers, creating a clear record of approval before invoicing. It’s a simple step that could save time and build trust in your projects.
At the moment, Xero Projects doesn’t offer a built-in way to collect customer signatures, but it’s clear this could be a helpful addition for many of you.
This idea is now in the Gaining Support stage. If this would make your day-to-day easier, feel free to vote or drop a comment. It helps our product team see what matters most to you.
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Projects - Add a new Project when entering a Bill
Ability to add a project when in the suppler invoice, instead of going out to accounts function
3 votesThanks for sharing this idea about creating a new Project while you're entering a supplier Bill.
Now it's up to the community to get behind and support your idea, by adding their votes and commenting to share additional detail about how this could also improve their own experience with Xero.
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Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
3 votes
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