223 results found
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Projects - Project Info Menu
Project Info menu - For each project, add a "Project Info" menu so that we can include some brief information on the project. For example, Description of Works (i.e. New build; Renovations; New Office Addition; Pool works etc.), Project Start Date, Estimated Project Completion Date, Contract Number, Contract Sum, Site Foreman Name etc.
7 votesAppreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.
I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.
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XPH - Pop-out window for new time-entry time tracking
It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.
2 votesThanks for sharing this suggestion. We understand how useful you feel it would be for the new timer to open in a separate browser tab, so you can keep your current Xero Partner Hub work open while tracking time.
We’ll move this idea to Gaining Support so other users can vote and comment, helping us gauge community interest. We appreciate you taking the time to share your idea.
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Reporting | Tracking - Inherit tracking categories on foreign exchange gain and loss
Assign tracking categories to exchange gains and losses based on the original transaction postings.
1 voteHi Kelly, thanks for sharing this idea. Having FX gains and losses inherit the tracking categories from the original transactions could make departmental and cost centre reporting easier to manage.
I've updated the status to Gaining Support so we can continue tracking community interest. How would you like this to work? For example, should the tracking category automatically follow the original transaction, or should users have the option to select how FX adjustments are tracked?
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Project costs totalled by individual suppliers
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
7 votes🌟 Thanks so much for sharing this idea — we can definitely see why this would be valuable, especially for customers managing project costs across multiple suppliers.
We’ve moved your idea to Gaining Support so we can better understand how many others would find this helpful too. While we can’t make any guarantees about future planning at this stage, we do recognise the legitimacy of the need you’ve raised and appreciate you taking the time to share it with us.
Please keep voting and encouraging others to add their support and use cases — it all helps build a clearer picture for our product teams.
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Projects - Ability to link bills to existing expense/estimate
Currently, when managing a project, we can invoice a client based on Tasks and expenses to secure payments or deposit-based billing. However, a major issue arises later when the actual supplier bill arrives.
If we assign that supplier bill to the project, Xero treats it as a completely new, separate actual cost instead of letting us link or reconcile it to the original estimated expense.
Introduce a feature within Xero Projects that allows users to link an incoming supplier bill (or Hubdoc document) directly to a pre-existing Estimated Expense on that project. Once linked, the actual bill should replace or…3 votesHi Beata, thanks for sharing this idea. We understand the request to link supplier bills to an existing project estimate or expense line, rather than creating a new line each time a bill is assigned to a project. This could help keep project budgets aligned with actual costs and reduce the need to manually remove estimated expenses once the bill has been received.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular project workflows where this would have the biggest impact, we'd love to hear more.
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Projects - Automatically pull the Inventory Item / Product description into project invoices
I noticed that invoice PDFs sent to customers were displaying the item name rather than the curated description for customer viewing, and I learned the product/service list and Xero Projects are NOT integrated.
When I raised this concern with support, I was told that this is a known limitation within Project invoicing; When creating an invoice from a project with assigned tasks/expenses, Xero does NOT pull the product description, only the name.
I was advised to create an invoice outside of the project, and assign the line items to the project but this is a major waste of time. As…
3 votesThanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
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Projects - Draft invoices not appear as 'invoiced'
Feature suggestion: Draft invoices should not appear as “Invoiced” in Xero Projects until approved
In Xero Projects, invoice line items assigned to a project currently appear as “Invoiced” even when the invoice is still in draft status.
This creates a major reporting issue for construction businesses and any business that uses staged billing, contract milestones, progress claims, or forward-planned invoicing.
For staged construction contracts, we often need to prepare draft invoices in advance for agreed contract stages, such as deposit, slab, frame, lock-up, fixing, practical completion, or variations. Drafting these invoices ahead of time is part of good project administration.
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11 votesThanks so much for taking the time to share this idea with us, we can see how important this is for you. We’re moving this idea to Gaining Support so we can better understand how many others in the community would also find this helpful. Community feedback and votes play an important part in helping us gauge interest and understand the different ways this impacts customers’ workflows.
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Projects - Allow staff cost rate and charge out rate
We have an individual staff cost rate and individual staff billable/charge out rate.
Staff work on the same task's in a project.
The hourly rate on a task only allows one entry so does not capture the individual staff billable/charge out rate
I would like to enter an individual staff cost rate and an individual staff billable/charge out rate.9 votesHi everyone, appreciate you highlighting this improvement. We can see how having separate staff cost rates and charge-out rates in Xero Projects could provide a more accurate view of project profitability.
While Projects doesn't currently support individual internal cost rates for each user, some businesses use Tracking Categories alongside payroll and project reporting to compare revenue and staff costs. We appreciate this isn't the same as having dedicated cost rates built directly into Projects.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reporting views or profitability metrics you'd like this to support, let us know as those examples help us better understand how this could fit into your workflows.
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Projects - Available in standard reporting
It would be incredibly helpful if we could have project names available as a column option in standard financial reports. This is something we currently have to add manually into the reports we run monthly.
9 votesHi Polina, thanks for highlighting this idea. We can see how having Xero Projects data available within standard reports could make it easier to analyse financial performance without needing to switch between different reports.
While Projects data isn't currently available as a reporting filter in standard financial reports, using Tracking Categories alongside your projects can help if you need project-based reporting within reports like the Profit & Loss.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or project metrics you'd like to see supported, let us know so we can capture those use cases too.
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Projects - Ensure transactions generated from a project inherit the contacts' tax default
Creating a quote or an invoice from within Projects should respect the same rules for default tax rate that creating one from scratch does, as set out in this article:
https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-workBoth quotes and invoices created from Projects ignore the contact "Sales GST" field and revert to the account default.
If the project uses "product or service" item codes with tax rates set, then quotes correctly respect the item tax rate (but still ignore the contact tax rate). An invoice created from Projects ignores both the item tax rate and the contact tax rate.
For example, I have a "With…
4 votesHi Jason, thanks for your feedback on this. We can appreciate how having Projects inherit the default sales tax settings from a contact could make invoicing more efficient and help avoid manual changes before sending invoices or quotes.
I've moved this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, please add your vote and let us know how this would fit into your day-to-day process.
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Projects - Save project and task selection when starting a timer
Project Timer - Please remember the task!
It would be great if the timer remembered the project and task I chose after starting the timer. I always choose the project and task, but when I come back to the app hours later to stop the timer, the timer is still running but it has forgotten the project and task I chose. So frustrating!
I used to use Toggl timer which always remembered what it was timing. Can this be changed? Cheers!7 votesHi everyone, thank you for sharing this suggestion. We understand why having the timer remember your last project and task selection could make time tracking feel smoother, especially when you are logging multiple entries against the same work.
Currently, the timer resets these selections after stopping, which means you need to manually choose the project and task again each time. For users tracking frequent or ongoing work, this can add extra steps and slow down the process.
I’ve updated this post to Gaining Support so we can continue tracking community feedback and gather more insights.
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Inventory | Invoice - Add a Minimum Order Quantity to restrict line-item entry amounts
Hi
So with Pastel you could insert the minimum quantities into the system and when you book out products when you invoice a client the system would have a automatic pop up informing you that your product qty is below the minimum order qty you have set. Please can you bring in this function. It is very time consuming for us to have to export sheets of data and to review all the products from Xero exported sheet to my excel sheets.
2 votesHi Kristie, thanks for putting this forward. We understand that having a Minimum Order Quantity setting could help businesses manage wholesale rules and reduce the risk of orders being processed below required thresholds.
The suggestion here is to add a native MOQ field or validation that prevents users from creating invoices with quantities below the set limit.
For now, you can add MOQ details to the item description in Products and Services as a reminder when creating invoices.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our invoicing and inventory teams.
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NZ Payroll - Assign hours worked from a timesheet to projects
Employee's time assigned to projects direct from Xero payroll not the other way around as it is now.
2 votesThanks for sharing your idea.
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 - Invoices created in projects under User name not System Generated
Invoices created by the Projects API show in Xero accounting as "System Generated" therefore the user that created the invoice in projects cannot see the invoice or quote if they have Invoice Only + Draft.
Xero is missing just a key user level - where account managers can see and manage sales invoices, but can't delete or edit. Projects seems a good way around this limitation, but the inability to see invoices kills that.
4 votes🌟 Thanks for sharing this idea with us. We’ve moved it to Gaining Support so we can better understand how much interest there is from the community.
If this would make a difference for your workflow, we’d encourage you and others to vote for the idea and add any extra detail in the comments, including how you’d expect it to work and the impact it has today. That helps us gauge demand and gives our product team more context when reviewing ideas.
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Projects - when adding estimated tasks, enable there to be a quanitity section when selecting the fixed price items
When adding estimated tasks onto a project , add a quanitity section when selecting the fixed price items.
Some tasks for example like quoting for installation of boards per m2, we have the price per m2 set up as a code, so it would be useful to then be able to easily adjust the quanity required to get a revised sell / cost.
You currently have to calculate what the sell price would be and manually override the fixed charge. This however removes the visbility of how much quantity you want (unless you then edit the text) it also makes…3 votesIt's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
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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.24 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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Payroll UK: assign payroll group tracking to statutory recoveries
Reclaimed statutory maternity pay showing as unassigned despite employee in an employment group on their employee record.
1 voteThanks for sharing your idea about Xero payroll automatically applying group tracking to statutory pay.
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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Xero Projects - Show calendar view
i just want to use one app for everything, a calendar view to see what i have booked in would be very useful. at the moment i don't get the best use out of xero i'm running my business of multiple apps putting a calendar in xero would mean i can run the business directly from the xero platform
we have quoting, invoicing we have the ability to take payments through the app on-site but i barely do any of that within xero because its lacking a calendar.
there is no point in having "projects" without a calendar to quickly…
6 votesAppreciate the feedback here team, we're moving this idea to gain more support from the team. In the meantime, feel free to share this idea with other users and colleagues who might find this idea helpful. They can add their votes for wider visibility. Cheers
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Projects - Add "item" to task as a master task and break it down on invoice
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
3 votesHi Joshua, 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. 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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Export Accounting Data - 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.
9 votesHi Alice, 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. 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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