226 results found
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Develop the option to import the category options of a tracking code
There's no option to import the category options of the tracking code, which means that you have to manually add them all. My client has a hundred category options which he wants to rename and we currently have to change each of them individually, which takes a considerable amount of time.
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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Review, Approve, and Freeze Time Entries Weekly
We are an engineering services organization, and we bill out to clients on a time and materials basis. Currently we are unable to freeze time entries on a week to week or month over month basis which allows personnel to modify time each week, and or shift time between overhead and projects. We need a method to review, approve, and freeze time on a weekly basis to ensure that billed amounts match time entries. We have had instances where we were asked a question from a client, pulled the time report and it was completely different from when it was…
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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Include project amounts in cash flow projections
Include project amounts in cash flow projections.
Rather than waiting for an invoice to be generated, it would be useful to include project amounts (project milestones would be even better) in cash flow projections to improve visibility into revenue coming into the business.
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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Navigate to contact info from project view
Include option to view/edit contact info from the project. Currently you can view the contact on the project but if there is a need to change their details you have to navigate to Contacts and search for them - would be great to just click the contact on the project and be able to view/edit their details.
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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More tiers of financial tracking, budgeting and reporting
For organisations managing multiple portfolios, funding contracts, services, properties and events, Xero’s current limitations around tracking categories and reporting hierarchies make it difficult to capture and report financial information across these different levels/tiers.
There is a need to allocate Budgets and expenditure at different levels, automatically link related information, and roll figures up or drill down to see actual spend and variances. This doesn’t appear achievable through Xero’s standard functionality.
Has anyone explored custom development to extend Xero’s functionality to meet these requirements, or found another solution?
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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Option to hide all financial information from Xero Projects users who only need time entry access
We need employees to log time and work in Xero Projects without seeing any financial information, such as task charge rates, expenses, or amounts to be invoiced.
This is essential for privacy and to prevent sensitive business data from being visible to staff who only need to track their time.
Please consider adding a permission level or toggle that completely hides all monetary values from project users, while still allowing them to access projects and enter time.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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Fix the dark & light colour coding on the 'cash in and cash out' section of the dashboard.
The light and dark blue coding on the dashboard for 'cash in and cash out' is switched. It is extremely confusing. At first sight, cash in is in light blue, cash out is in dark blue but when you click on the columns to see the amount it is the other way around. This is basic visual communication.
1 voteHi 👋 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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When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
At present, opening/conversion balances entered at the conversion date appear as Unassigned in tracking reports, and there is no simple way to assign tracking categories to those balances.
This creates a recurring problem because the Unassigned tracking report is then cluttered with historical conversion balances, making it harder to identify genuinely uncoded transactions after the migration date.
In my case, I have approximately 73 opening balance entries dated 30 June 2026 across multiple entities. All post-conversion transactions are correctly tracked, but…1 voteHi 👋 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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Expense Claims - Assign to Projects
Under Bills - Expense Claims there used to be an option 'Assign to Customer or Project' so that staff expenses could be linked to active projects. The most recent upgrade seems to have removed this feature as I can only assign to a customer but not the project. It can now only be done after the expense claim has been approved and means double handling and more work. Can we get it added back as a feature in the expense claim before it goes to approval?
2 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 - Automatically map time entries to specific chart of accounts codes
When generating an invoice for a client which is based on multiple time entries by different members of staff who all worked for that client that month, I have to manually enter the nominal code for each line which then shows as income for that member of staff on my P&L. Rather than enter manually why can I not set it up so that if a staff inputs a time it can be automatically posted to a nominal? Or, that the staff member can post it to a nominal so they only have to code their entries for the month…
2 votesThanks for bringing this idea to the community. We understand the request for time entries to flow through to invoices with the correct nominal code automatically.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share how you currently manage account coding for project time.
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Tracking categories - Ability to set alert to add tracking to every transaction
Please give us the option to add more than 2 tracking categories and settings to generate an alert when a transaction (PO,Sale,Purchase) is generated without picking the category
1 voteThanks for your feedback, Vicky.
We have an existing idea for being able to add more than two active tracking category's that I've just added your vote for.
So, I've updated the title of your idea for the second idea you've shared around a warning or alert in transactions.
I want to be open that if this idea is picked up it's unlikely this would be implemented across all transactions at once, however it would be great to start getting a wider sense of the interest of this here for our product teams to consider.
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Projects - Desktop timer
Now that Harvest has gone, a couple of small tweaks would make the project section much better to use.
Desktop timer
Like Toggl and Harvest, a timer button that sits on the desktop taskbar where you can select a project from a dropdown and start/stop from there. Using the website doesn't work well as you get logged out all the time.Default project settings
90% of my projects have the same tasks, design, project management, etc. So it's an unnecessary step to have to add these each time before you can track timeSequential project numbering
We use project numbers…
1 voteThanks for sharing this idea. We understand the request for a desktop timer that connects directly to Xero Projects, making time tracking easier throughout the workday.
I’ve updated the status to Gaining Support. Add your vote if this would help your team capture billable time more reliably.
I've noticed that there are few other ideas in this posting. As such, I've split your idea related to sequential numbering and added your vote to a different idea regarding default project task.
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Reporting - Group project financial reports by transaction contact instead of main project contact
In project financial reports - all line entries are currently given with the main project contact, not the contact that the individual line is associated with.
it would be far more useful to be able to break down income and expenses on a project grouped by the actual contact, not the project contact - which is the same for all lines in the report.
1 voteThanks for bringing this to the community. We understand the request to show the individual transaction contact on project financial report lines, rather than displaying the primary contact assigned to the project.
This could make it easier to break down project costs by supplier or customer without having to open individual transactions.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the reports grouped.
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Projects - Custom project's status flags
It would be great to be able to flag Projects that the customer is a bad payer or to just state the project is on Hold or Do not do any more work - to be able to add a comment field that will display on the project main page, and maybe this is asking way too much but on the report to flag that project too - either with a little flag or comment icon so that you know at a glance there is something to be aware of.
3 votesThanks for highlighting this improvement, Ilse. We understand the request to add project flags that can communicate warnings or special instructions to the wider team.
A visible indicator on the Projects list could help teams quickly identify projects that need attention and reduce the chance of work continuing when a project is on hold.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and let us know which flags or warnings you’d want to see.
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Projects - Allow negative amounts and credit items to be assigned to projects
Allow negative amounts to be assigned in projects instead of creating a credit note for it.
2 votesThanks for taking the time to suggest this. A way to apply credits and negative amounts directly against project costs could make project expense management more straightforward.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this is something you’d use, add your vote and tell us how you’d like negative project entries to work.
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Tax Manager - Live ATO Data in Dashboard (ATO account balances and payment plans)
There are some software providers that already offer access to a client dashboard that includes live ATO data for clients - where you can see their debt balances and payment plan status. It would be great if this could be incorporated into tax manager.
1 voteThanks for highlighting this improvement, Bianca. We understand the request to connect ATO account balances and payment plan statuses with the Xero Tax widget. This could make it easier for tax agents to see the information they need when reviewing clients and managing outstanding tax obligations.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know which ATO data you’d want included.
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Projects - Granular permission to view team time and task entries without financial data
Ability to set permission for users of Xero Projects to view all time entry and task description inputs without seeing "invoiced amount" or "expenses" information
3 votesAppreciate you raising this suggestion. Being able to view team members’ time and task entries without billing rates, invoice amounts or expenses could make managing project access more flexible.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your team, add your vote and let us know how you’d use this permission.
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Smart Document Capture – Assign line-item costs to a Xero Project during document review
I’m very surprised that the ability to assign a cost to a Xero Project has not been included in Smart Document Capture from the outset, particularly as this functionality is already available when publishing transactions through Hubdoc.
Smart Document Capture is supposed to make document processing quicker and more efficient, but removing functionality that users already have in Hubdoc actually makes the workflow more cumbersome.
At present, I can review and code a document in Smart Capture and create the transaction, but if the cost relates to a Project, I then have to leave Smart Capture, find the newly created…
2 votesHi Monica, appreciate you raising this idea. The main request here is to have an Assign to Project field available in Smart Document Capture, so project-related costs can be allocated before the document is published.
I’ve moved this to Gaining Support so we can continue gathering feedback. Would you prefer to assign the whole bill to a project or select a project for individual line items?
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Projects - Layout and alignment improvements for spent vs estimated metrics on project summary page
I would appreciate if the project summary would align better: everything is right-aligned so the bar graphs all start in a different spot. (Numbers fudged).
I would like the budget (ie: the estimate) to be right next to the "spent" number so that I can clearly see how over or under the project currently is. Right now, the estimate number is tiny and hidden to the left underneath the project name which makes it very unuseful for comparison – the eye has to dart between the far left side and the far right side.
Also, it's not really a project…
3 votesWe understand the request for spent and estimated figures to be better aligned on the Projects listing page. This could make it easier to compare actual costs against estimates without scanning across the page.
I’ve moved this to Gaining Support so we can continue gathering feedback. What layout or positioning would make these figures easiest for you to review?
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Projects - Slider bar to show invoice/uninvoiced
It would be great to have the slider bars in that shows the project estimates on the Projects in progress dashboard, to be able to show what has been invoiced and what is still to be invoiced just like the slider shows when you have over invoiced on a project.
3 votesHey Ilse, thanks for bringing this Idea to us, we appreciate that being able to see this informaotin on the Projects Slider bar could be beneficial to your processes. You can now share this Idea with others in the Community so they can Vote and comment. We will watch this to gauge support and any updates will be posted here.
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