233 results found
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Add chart of account to a project task.
Add chart of account to a project task.
We have a lot of small task entries which need to appear on the invoice to a customer. The tasks (remote support / h) have a unique account (208 - remote support). When we make the invoice we have to adjust ever line item to the right account. Can this not be automated by assigning the account to the task type?
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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Export data with tracking categories split into columns
Add an option to export accounting data with tracking categories split into separate lines instead of combined in one field.
This would make exports much easier to use in other software, reduce manual data cleanup, and support clients who need to import Xero data into reporting tools or different accounting systems.
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 Project Items to be Ticked in One Go
On the project tab where expenses are tracked, I have multiple items that have been delivered to a site. Currently, I have to enter every single item as invoiced. My sites have multiple units, each unit can have 20 items and every single one has to be marked as invoiced in order to gain accurate reporting. Surely, there can be a single button to mark all items as invoiced; in exactly the same way as an invoice can be attributed to a project. Please!
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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Assigning sub-contractor paid bills to tasks in Projects
Assigning sub-contractor paid bills to tasks in Projects
Hi , there is currently an option to assign incoming bills to specified projects, which works well for our subcontractors.
There is also an option(drop tab) once each bill is in the project to assign the bill to specific tasks; but this option does not work (unable to click to tasks).
Please make this option work, as currently adding bills to our projects places the project over budget, and confuses the invoicing process.
Being able to apply each paid subcontractor bill to specific tasks will be a game changer for us.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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Xero Projects - Ability to Group Tasks when invoicing
It would be so helpful if when it comes to invoicing, like estimated expenses, you could group Tasks. So that there is just one line item on the invoice.
Staff have multiple labour charge out rates depending on what type of job they are doing, so record their time to multiple tasks. But we only want to show one total Labour cost on the invoice.
The current workaround is to bring through up to 15 lines from the Tasks, manually calculate the total, and remove the additional lines - which then loses the tracking on what has been invoiced.
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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Access Tracking Categories under Accounting Menu
Please add a Tracking Categories shortcut in the Accounting menu, under Accounting Tools (like Chart of Accounts, Manual Journals, etc are). As a charity we use Tracking Categories all the time, for branches of work and for funds and grants, and it is frustrating to have several more steps to access now. Thank you!
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.
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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Projects - Allow partial / manual allocation of available deposit credits
In Xero Projects, when a deposit has been invoiced (eg via the deposit option in the Projects invoicing workflow), the "available credit" shows in the Projects UI.
However, when raising subsequent progress invoices (eg for tasks/expenses), the "Apply credit deposit" checkbox is all-or-nothing - it applies the full available credit or none. There's no option to manually enter or select a partial amount from the deposit/credit balance to apply to the current invoice.
Requested enhancements:
- In the Projects "New Invoice" screen, replace or supplement the binary "Apply credit deposit" checkbox with a field to enter/select a partial amount from…1 voteThanks for sharing your idea, Laurence.
We'll start to get a sense of the interest from others in the community here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there are any updates we'll share with you here.
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Add Description/Comment field for tracking categories
It would be helpful if you could add a description or comment field to tracking categories. This would allow us to add keep category names concise and then add more information to in the description field so that we can describe things like how it is used, start and end dates for event tracking etc.
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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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.
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.
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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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.
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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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 👋 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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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 - Make "Time Credit" feature available in projects
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 votesHi Mike, 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. Cheers
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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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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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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.
10 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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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.
23 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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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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Bills to Pay - Column for department or project
How about adding a column for Department or Project for quick glimpse so you do not need to open the bill to see the department?
3 votesThanks for sharing your idea, and letting us know how adding a column showing the department/project to the bills to pay list would improve your workflow.
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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Bills - Certificate Insurance | Prevent bill from being submitted after COI has 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.
5 votesHi Kristi, thanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to gain more support from the community. We'll be monitoring this space for more traction. Cheers!
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