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Projects & tracking

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Projects & tracking

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9 results found

  1. When using projects, it would be great if you could add Deadline Dates to the tasks assigned to the project. This would be helpful in tracking tasks that need to be done. I know there is this option when adding a project, but many of the projects I add are for a whole year and then I add tasks for each month. I would like to be able to track all projects and tasks based on a deadline date.

    12 votes

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    0 comments  ·  Projects  ·  Admin →
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    Hi 👋 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 🙂

  2. Would like the ability to track changes to the estimated project amount over the course of the project as "Change Orders." This should allow for the following data points: date, description, positive or negative changes to the original estimate, calculate the new project total. The ability to notify project assignees and request approval from the client.

    9 votes

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    2 comments  ·  Projects  ·  Admin →
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    Hi 👋 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 🙂

  3. Xero Projects Full Integration with Xero Payroll

    Idea Summary:
    Enable Xero Payroll (Coming later this year) to natively use approved time entered in Xero Projects for payroll processing, just as Projects time is already used for client invoicing.

    Problem:
    Currently, time entered in Xero Projects cannot flow into Gusto (or future Xero Payroll). Teams must re-enter time or rely on external payroll systems, creating duplicate work, errors, and reconciliation overhead. This makes processing payroll today (Gusto, Paychex, ADP) feel disconnected from the rest of the Xero ecosystem.

    Proposed Solution:
    Allow Xero Payroll (coming later this year) to pull approved project…

    9 votes

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    0 comments  ·  Projects  ·  Admin →
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    Hi 👋 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 🙂

  4. It would be great if you could add notes to the specific estimated expense. When adding costs via 'track to estimate', it would be helpful to note reminders or notes to confirm elements are a variation/ or why the package has overspent. As opposed to adding more tracked expense. Even if it was a pop out on the Tasks and Expenses screen.

    8 votes

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    0 comments  ·  Projects  ·  Admin →
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  5. Basically calendar to add draft invoices to, to use as a job scheduling calendar.

    Add draft invoices/job to a date add basic detail to the schedule day and it saves the detail in the description row on invoice with the date.

    Each time you add an invoice to a date and you add detail it adds new row with simple details

    Once finished you finalize draft invoice as normal.

    4 votes

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  6. 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.

    3 votes

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  7. I would like a solution to be able to import a list of projects. ie project number, client name, project description. It is very time consuming to setup projects individually one by one. Would be much easier if I could create an excel listing, convert to csv and import to xero

    2 votes

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    0 comments  ·  Projects  ·  Admin →
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  8. There is currently a start and end option, but could this be replaced with a date range option instead? It can take around 10–15 minutes to enter a single week of billing as each day has to be posted individually, and employees can’t clearly see which days they’ve already entered, increasing the risk of errors.

    2 votes

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    0 comments  ·  Projects  ·  Admin →
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  9. Hi, it would be really helpful if there were an option to show VAT reflected.
    Currently, there is no setting in Xero Projects to display VAT-inclusive costs or VAT amounts directly in the project overview or reports.
    Could the option be available, please, so we can get a true reflection on costs?

    1 vote

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    0 comments  ·  Projects  ·  Admin →
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