233 results found
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Xero Payroll - Audit trail/Time logs for timesheet entries
Time logs in timesheets. I will be very helpful if there are time logs, when updating timesheets. We can see when our employees has updated their timesheets, if that is on time or late. This will help us trough chasing purposes.
8 votesThanks for sharing your idea and letting us know what changes matter most to you.
We’ve reviewed it, and now it’s over to the Xero community to show their support. Be sure to share your idea with any colleagues who might benefit, so they can add their vote too.
Community members can also leave comments to explain how this idea could improve their experience with Xero.
Quick tip in the meantime: You can use the Timesheet Summary Report to quickly identify which employees haven't submitted hours for a specific period, which might help with your chasing process!
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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
25 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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Bills - Certificate Insurance | Prevent bill from being submitted after COI has expired
Certificate insurance is a big part of our company's operation. Xero needs to include a mandatory compliance option for companies to implement. When a compliance requirement, e.g., a certificate of insurance, is due to expire in 30 days, the system should prevent bills from being submitted for payment until compliance is met.
5 votesHi Kristi, thanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to gain more support from the community. We'll be monitoring this space for more traction. Cheers!
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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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11 votesHi 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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Assign projects in Dext
Open your API to Dext so projects can be assigned to bills within Dext. The current situation whereby you can upload the bill from Dext but then need to go into Xero, locate the bill and assign it to a project, is simply unacceptable. I am using other accounts software for clients and I can assign projects within Dext without having the unecessary step of having to do so within the software.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Projects - Ability to link Tracking category in Project tasks
It would be great if cost codes or tasks automatically linked to a job once they’re assigned to a customer or project. At the moment, you have to assign the task and then separately select the job from the tracking dropdown, which feels like duplicating the same step. Ideally, once a cost code or task is assigned to a customer or project, it would automatically populate and link in the tracking section. This would streamline the workflow and reduce the chance of mis-entering or incorrectly assigning information.
4 votesHi Ryan thanks for raising this with us. We appreciate the need for a Tracking option within the Projects space. While this is not available currently we will open this up fro the community so they can add their vote. Did you know if you've set up tracking categories, you can assign a category to use for the contact's transactions from the contact default section?
When you create a new transaction, click in the tracking field and the assigned category will populate (you don't need to select it from the list). You can refer to the subheading Default Settings here .Cheers!
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Purchase orders - assign to projects.
Purchase orders - assign to projects. It would be great if purchase orders or each line item from a purchase order can be assigned to a project. This can then translate to the assigned bill when the relevant supplier submits their invoice for payment. It make sense that the PO amounts are captured in project reporting. At the moment, adding a estimated expense is a secondary process that leaves room for clerical errors.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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,…
41 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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Bills to Pay - Column for department or project
How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?
3 votesThanks for sharing your idea, and letting us know how adding a column showing the department/project to the bills to pay list would improve your workflow.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Ability to create Sub project under main project
We often have project and during this we generate sub projects.
For record keeping it would be handy to able create a sub project under the main one. So when its time to invoice the whole project you can combine all related ones in one invoice.2 votesThanks for your feedback on Projects here, Tia. If you have any other detail you can share or examples of how sub projects would be used by your business this would be useful for our product teams consideration.
We don't have any plans for this at present, but make sure you share the idea with other colleagues that could also find this useful so we can get a wider understanding of the interest.
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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??15 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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Add "item" to job
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Export data with tracking categories split into columns
Add an option to export accounting data with tracking categories split into separate lines instead of combined in one field.
This would make exports much easier to use in other software, reduce manual data cleanup, and support clients who need to import Xero data into reporting tools or different accounting systems.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Access Tracking Categories under Accounting Menu
Please add a Tracking Categories shortcut in the Accounting menu, under Accounting Tools (like Chart of Accounts, Manual Journals, etc are). As a charity we use Tracking Categories all the time, for branches of work and for funds and grants, and it is frustrating to have several more steps to access now. Thank you!
2 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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filter by project in reports
Allow for xero reports to be filtered by projects.
For example, I would like to use the "Account Transactions" Report to show all of a certain account code in a month, and then have the option to filter by project.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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?11 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 BUDGETING for hiring not being hired
Project Budgeting & Quotes:
Add an Excel-style budgeting tool to track project goals versus actual spending. Include a side-by-side view to compare vendor quotes and manage project-based hiring costs.Smart Tagging System:
Implement a tagging system for all files (e.g., tagging a file as "Contract" and linking it to a "Project"). This will eliminate manual file sorting and allow us to quickly locate documents for specific projects.Integrated Contract View:
Ensure all project contracts are visible directly within the project dashboard.Staff Approvals:
Add a feature for staff to approve projects and hiring initiatives directly within the system to streamline…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Timesheet Filter
Timesheets - In the old timesheet menu we were able to select which payroll the timesheets related to so I could ensure all timesheets have been completed and see who had not even created a timesheet yet. I have been unable to do this in the new experience. Is this something that will be brought in the filter option please.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects Driven Calendar/Schedule
Now that you have projects as well fleshed out feature. Ability to view all projects in a calendar format would be unreal.
This way my team and I can visualise at a glance in the Projects app where we should be on what date.
Based on access level will then give you ability to "Edit" the project. Select the project in the calendar then press the plus button (Same action if you have opened a project like normal) then do all the actions, or even just a subset for quick updates.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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estimated expense markup
Please allow % markup on Estimated Expense to apply to all expenses in that Estimate. It's is timeconsuming and cumbersome to have to go into each individual expense and assign the % markup
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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