258 results found
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departments to match specific budgets
It would be useful for the AI tool or even just a standard report to check if Department matched Budget. E.g. we have a Central department and all Central budgets start with Central. E.g Central: Stationery, Central: Web services. Or alternatively Xero to automatically allocate all Stationery purchases to Central Dept.
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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Ability to Convert an Estimated Expense to an actual Expense
Add a button to move an estimated expense to become an actual expense. Would save time having to copy and paste the description. Add ability to amend final cost.
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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filter categor
I'd like to see more data points when creating a project and more filtering options in the project reporting. For example, being able to filter by who the project is assigned to, contact groups, zip codes/counties etc. Ultimately, I'd love to see the ability to create a custom project profile that allows for unique data fields.
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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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
9 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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Add notes and image file to Projects
Ability to add notes and image files to Projects
6 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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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.
5 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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The ability to assign a Purchase order to a project when raising the Purchase order, also the ability to invoice that purchase order as part
The ability to assign a Purchase order to a project when raising the Purchase order, also the ability to invoice that purchase order as part of invoicing Tasks and Expenses.
We raise a lot of purchase orders related to Projects that we cannot link to the project until we receive the bill from the supplier. We would like to be able to add the PO straight to the Project and also be able to include it with the invoice even before receiving the supplier bill.
6 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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Better link between Quotes and Projects
It would make sense that we should be able to create a project from an accepted quote, automatically populating tasks in projects with those itemized on the quote.
It seems that this has been raised before but there doesn't seem to be forward momentum on getting this fixed.
It would also be helpful if the project could be shown on the Quote page to show that it has been set up. At present we have to open up each quote to see if a link to the project has been created.
12 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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Flagging particular transactions with keywords
It would be helpful to have a way to tag files with searchable keywords that can be searched globally. Example, if i want my accountant to be alerted to particular set of transactions or one transaction , if can add a seaarchable keyword in the reference or notes field that would be appreciated.
3 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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Ability to include attachments from Xero bills on project invoices
Ability to include attachments from Xero bills on project invoices when that bill (or item from that bill) is expensed to a project as 'pass cost on' or 'mark up'.
My workflow:
Supplier A sends me an invoice.
I raise a bill for this invoice and assign it to a project (pass cost on or mark-up). The bill in Xero has a PDF attachment of the invoice/receipt.
I generate an invoice for my client, which includes the expensed bill from Supplier A. My client may want to see evidence of the expenses I'm passing on or marking up from Supplier…
6 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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Timesheet adjustment / credit
Time adjustments or credits within a Project | Time entries in Projects works well and it makes sense that a time entry is locked once it is invoiced. However we regularly need to make adjustments for situations like (a) incorrect entries, e.g. billing time on a public holiday not worked, that we want to credit back against the invoice or (b) moving time between tasks within a project. I understand that Practice Manager has a "Time Credit" feature that may be suitableto this need if it could be made available in Projects. If not we need something like a manual…
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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Able to pay multiple payment on 1 invoice - adding payment lines to 1 invoice
Hi All, I am billed in advance for a storage facility which i break down into 4 payment per invoice. 1. I am not able to allocate these payments to an invoice unless I add them individually 2. I have to navigate each time back thru the whole process of billing, then locating the bill each time amongst the unpaid bills opening this then entering 1 payment and then having to navigate back thru the whole process again. I pay a lot of my bills weekly and broken down into smaller payments so being able to add the payments to…
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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address
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.
3 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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change order
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.
7 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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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.
3 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.
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adding due dates 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.
7 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.
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Projects Notes - Track to Estimate
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.
7 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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Tracking certificate insurance expiration and prevent bill from being submitted if COI is 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.
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.
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tracking category in sales invoice screen
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.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.
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Xero Projects 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…6 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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