223 results found
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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 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 timer
We use projects often while in limited or no cellphone coverage to track time on a job. We use the built in timer in the projects app but when we go to save the time so we can start a new time, the current time is lost. Are you able to fix this so multiple time entries can be stored in a project when we save them and sync once we are back into cellphone coverage?
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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Add project to expense claims
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?
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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Require project tasks to be visible in weekly timesheets and editable/selectable
It would be good to have the ability to add project time entries in the weekly timesheet. Quicker entry times by the user when in weekly format. Currently when doing the timesheet reviews for approval you can not see which task the hours have been attributed to. At minimum it would be good to have a project task column shown on the weekly timesheet view when projects times have been added.
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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allocate nominal to time entry
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…
0 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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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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Desktop timer and project default settings
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 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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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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Reports - Compare multiple tracking category options to budget in a single report
Report that compares multiple tracking categories to budget in one report.
For example, we have a number of programs and would like a report which shows actual $ spent on each program, the budget for each program and the variance to budget.
1 voteHi Christine, thanks for sharing this idea. We understand the request to compare multiple tracking category actuals against budget in a single report. Having actuals, budgets and variances together could make it easier to review performance across different departments or programs.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your reporting workflow, add your vote and let us know how you’d like the information presented.
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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.
2 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
1 voteAppreciate 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…
2 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.
2 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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Projects - Assigning tasks within a Project to individual employees
We would find the facility to assign tasks to individual employees very helpful. We have large Projects over summer where various contractors/employees are required to do individual tasks on the Project. During this busy period, multiple tasks are added to each Project. Ideally we would like those personnel only seeing what they are assigned to, so as there is no confusion on who should be doing which task.
I've attached an example of how this could look.5 votesThanks for sharing this idea, Fiona. We understand the request to assign individual project tasks to specific employees. This could make it easier to clarify responsibilities and manage workloads within a project.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you'd like it to work.
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Xero Projects - Apply sales tax to markup on tax-exempt expenses
Add ability to apply sales tax to a markup on an expense that was tax exempt.
Currently a tax exempt expense (building permit fees paid to municipalities, example $100) are tax exempt. I would markup this expense if paid on behalf of a client (10%, total $110). When adding the expense to an invoice I can either apply sales tax to the entire $110, or mark the expense as tax exempt. I am forced to ignore the markup feature in Xero projects then create a separate line on invoices "Expense markup + HST" which is less than ideal.
1 voteAppreciate you raising this, Michael. The suggestion is to allow the markup on a tax-exempt project expense to have its own tax treatment when it's added to an invoice.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
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Projects - Sort and filter project list numerically by Project Name
Here’s a clearer version you could use as a Xero feature request:
It would be really helpful if Projects could be filtered or sorted properly by Project Name.
We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
This makes it quite difficult to quickly determine what the next available project number should be.…3 votesHi Linda, thanks for sharing this feedback. We understand the request to sort Project Names numerically, particularly when using sequential project numbers. This could make it easier to find projects and identify the next available number.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this would help your workflow.
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Projects - Bulk-edit expense chargeability status or set project-level expense defaults
Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.
I would like to request a bulk-edit function for Project expenses.
I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.
This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to…
4 votesThanks for sharing this idea, Gemma. We understand the request to bulk-edit expense chargeability or set a project-level default. This could make managing large volumes of project expenses much more efficient.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share which approach you’d find most useful.
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