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Projects & tracking

Customer ideas for Xero projects and tracking categories

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Projects & tracking

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203 results found

  1. Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.

    4 votes

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     ·  1 comment  ·  Projects  ·  Admin →
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  2. Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.

    6 votes

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     ·  1 comment  ·  Projects  ·  Admin →
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  3. For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).

    5 votes

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  4. Projects - Ability to copy time entries using web platform

    Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.

    7 votes

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     ·  2 comments  ·  Projects  ·  Admin →
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  5. Xero Projects: include 'Day (i.e. Sun, Mon etc)' in the invoice line item field with 'Date'

    1 vote

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  6. It would be great to have the option to select multiple projects at once, e.g. Like there is for transactions. This would provide so much better management of projects. Currently it is is soooo slow to delete projects. Each deletion requires three clicks of the mouse and then the page refreshes. Such basic functionality which would be transformative in managing lots of projects.

    In addition in the API there is no way to bulk delete projects either. Very frustrating!

    4 votes

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  7. When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.

    2 votes

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  8. I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?

    I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?

    5 votes

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  9. Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.

    2 votes

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  10. Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.

    10 votes

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  11. The ability to 'lock in' previous periods pay rates in Projects. Currently, when uploading any pay rate changes per member of staff, this cascades back to all hours worked on projects which skews figures.

    32 votes

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     ·  20 comments  ·  Projects  ·  Admin →
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  12. Ability to add the same task to all projects would save huge amounts of time when starting out with projects and general maintenance.

    9 votes

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  13. Right now there’s no functionality in Xero Projects to transfer or "reallocate" funds from one Project to another.

    As a charity, from time-to-time we need to reallocate funds from one project to another (for example if we have not received enough money to complete a particular project we reallocate the funds assigned to that project to a similar one to honor our donor's preferences).

    I have tried looking in Manual Journals but there is no option there either. The only option I can find is to locate each invoice or "receive money" and change the project allocation. This is tedious…

    6 votes

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    4 comments  ·  Projects  ·  Admin →
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  14. Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available

    1 vote

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  15. Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.

    14 votes

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  16. In the last week the ability to add multiple tasks to new employees has been taken away, you can still add all jobs but without the ability to add all tasks or some as well that feature is now useless.

    please can you tell me why this has been removed and bring it back asap. I have staff unable to complete time sheets at the moment.

    3 votes

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    1 comment  ·  Projects  ·  Admin →
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  17. Be able to allocate an account transaction to a Project as an expense.

    3 votes

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  18. You are currently unable to see the projects within the contacts tab against a contact within Xero.
    This would be really helpful as I have some customers that have several projects on the go at one time. This would make it easier to go from one project to another for one client. It would also be a quick reference location. The added quotes, invoices and credit notes added to the contact has been a great step in simplifying contact management - the project listing would complete the loop.

    9 votes

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  19. I would love to group select untracked expenses in Projects then drag and drop them into their expense category

    If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column

    4 votes

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  20. in Projects, you only have 3 options as tabs, Draft, in progress or closed, it would be great if i could create more tabs. (on proof to customer, waiting on customer artwork, etc)

    10 votes

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