49 results found
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Tracking Categories - Increase maximum number of active tracking categories and tracking options
More Tracking Categories Fields: please would you consider increasing the number of Category fields? Currently there's only 2 fields and in a situation where you want to track complex sales cycles and sources, this is not sufficient.
For example - tracking a referring business, a partner account manager, a salesperson and a client account manger.
Having categories allows to perform calculations of revenue generated, its sources etc.
166 votesThanks for sharing your idea, Nuno, and for letting us know the changes that matter most for you.
We've reviewed your idea to increase tracking categories and tracking options, 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 - Allow projects reporting to show project costs split by nominal codes
I need to create a report per project which shows the total costs split into nominal codes. I do not want to also use tracking - duplication of work.
Project reporting is extremely limited on Xero
31 votesHi team, thanks for your engagement and support on this idea. We appreciate the need to have account codes allocated to projects. We will open this idea up for the community to add their votes/support on it. Feel free to share this with your peers and others who may find this feature beneficial. Cheers!
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Projects – Progressive Billing for Fixed-Price Tasks
Problem
Fixed-price tasks in Xero Projects currently bill the entire fixed amount at once. Logging time or transferring the task to an invoice forces Xero to invoice the full value immediately.
Many businesses complete fixed-price work through multiple time entries or stages over long periods. We need to bill the fixed price progressively while still tracking actual time for internal cost and efficiency.
Impact
Today, users must manually split one real task into many smaller tasks (“Stage 1”, “Stage 2”, “Stage 3”), or manually edit every invoice to avoid overbilling.
This leads to inflated task lists, inconsistent reporting, and unnecessary…
43 votesHi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
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Projects - Bulk update all tasks in a project as invoiced
Have an option to 'mark all items as invoiced' in a project. You can currently only do this if you invoice from 'project amount'.
We re-order and combine tasks when invoicing and then have to manually go into the project and mark every task and expense as invoiced individually. It's very time consuming. I need an option to mark all items as invoiced at once.
37 votesHi Nicole thanks 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. We will continue monitoring this space for more traction.
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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.
71 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 a due date to tasks
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.
24 votesHi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
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Bank Reconciliation - Add Tracking Category to Transfer
when using tracking categrories it would be useful to be able to add the tracking category to a bank transfer, instead of going through find and match and the adding a transfer.
29 votesHi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, 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- Search and sort by start date.
Add the ability to enter a start date for the project. Then add the ability to sort the list in date order rather than name.
19 votesThanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
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Projects - Suggestion for tracking time and costs for non-user contractors
Feature request for better support of tracking time for non-Xero users in Projects. Need a solution for tracking self-employed labourer's (non-Xero users) hours worked across Projects. Time sheets for non-Xero Users across Projects.
32 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!
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 - Track and approve project changes
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.
14 votesThanks for the engagement here everyone, appreciate the feedback.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 - Track to estimate | Ability to add notes
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.
15 votesHi Scott, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and opened it up for the community to add their support to it. We'll monitor this space in the meantime for visibility.
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Projects – Add a Site Address field
Ability to add a "Site Address" for the project. I have clients who are landscapers or in the construction industry and may have one client with multiple projects that each have a different location.
11 votesHi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
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Xero Projects (US) - Full Integration with Xero Payroll
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…14 votesThanks for sharing your idea about Project hours integrating with Gusto payroll.
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 - 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.
21 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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Invoices - Create invoice to a date. Simple scheduling calender
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.
11 votesHi Michael, thanks for sharing your idea here. We can appreciate the convenience of being able to create an invoice from a calendar date. We'll open this idea up for the community to vote. We'll monitor this space in the meantime. thanks!
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Invoicing - Apply tracking category automatically after creation
When you need to create a new tracking option in the sales invoice screen, you have to search for it again after you have just created it.
This used to work where it would keep the tracking option you just created but now you have to then search for it to select it again. Doubling up.9 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how the workflow for creating and selecting tracking options could be improved.
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 - 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.
18 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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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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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.3 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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