Projects & tracking

241 results found

1. Projects - Transfer funds from one Project to another

   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 as each project has many donors.

   As a solution, I suggest that "Projects" be added to the Manual Journals, which would allow such transfers to be made (like transferring between tracking categories but for Projects).
   Another option is to have a "transfer" or "reassign" button in each "project" that will transfer funds directly from one project to another. For example, transfer from X Project to Y project.

   A solution to the absense of this feature will be a huge help for all NFP and charity Xero clients and be beneficial for other clients who may have multiple projects for a single customer (i.e. to transfer any surplus funds from a completed project to a new or different project).

   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… more

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   4 comments  ·  Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

2. Projects - Create a report that includes a breakdown of suppliers invoices

   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

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   submitted  ·  0 comments  ·  Projects  ·  delete…  ·  Admin →
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3. Projects - Integrate with Google Calendar

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

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   submitted  ·  2 comments  ·  Projects  ·  delete…  ·  Admin →
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4. Projects - Assign multiple tasks to employees

   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.

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   1 comment  ·  Projects  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

5. Projects - Allocate account transactions as expenses

   Be able to allocate an account transaction to a Project as an expense.

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   submitted  ·  3 comments  ·  Projects  ·  delete…  ·  Admin →
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6. Contacts - Tab to view associated Projects

   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.

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   submitted  ·  AdminEthan M (Admin, Xero) responded

7. Projects - Drag and drop feature for assigning expenses

   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

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   submitted  ·  2 comments  ·  Projects  ·  delete…  ·  Admin →
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8. Projects - Create more tabs for Projects

   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)

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9. Xero Projects - Add GST on entry of tasks and estimated expenses

   Have the option to add GST (10%) on tasks (hourly rate) and estimated expenses when creating a project.

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10. Projects - Track labour costs without generating an invoice

    I would like to track labour costs in project without invoicing them. The invoicing is done differently. It goes per bag packed, but I would like to know how much on labour it costs to pack the bags. Thank you.

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    submitted  ·  AdminEthan M (Admin, Xero) responded

11. Project - Feature to use a Task to add cost variations

    The ability to add a Project (Revenue) Variation would be a huge help.
    If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero

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    submitted  ·  1 comment  ·  Projects  ·  delete…  ·  Admin →
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12. Projects - See all unpaid bills linked to a Project invoice

    When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that invoice that need to be payed.

    When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that… more

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    submitted  ·  AdminEthan M (Admin, Xero) responded

13. Tracking - categories listed in the dashboard

    Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.

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    submitted  ·  1 comment  ·  Tracking categories  ·  delete…  ·  Admin →
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14. Projects - Add Project Start Date and the Name of who started it.

    Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
    We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it was started or who put it in there and have no other information on the job.

    Projects- Add date project is started in xero and the name of who started it. This will help us to be able to determine how many days a job took from order date to completion.
    We will also be able to tell who started the project if we need further information about it. Something like the 'History and Notes' in the Invoices, where there is a record of who generated the 'Project' and on what date and who makes changes along the way would be perfect. We currently have a project that we are not able to see when it… more

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    submitted  ·  0 comments  ·  Projects  ·  delete…  ·  Admin →
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15. Xero Projects - Add a date to an estimated expense

    Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows

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    submitted  ·  AdminEthan M (Admin, Xero) responded

16. Xero Projects: Profitability dashboard to show amounts inclusive of GST

    The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.

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    submitted  ·  AdminEthan M (Admin, Xero) responded

17. Projects - Ability to favourite and show in Projects menu

    Projects - it would be really helpful if we could select Projects as favourites (with the star like in reports) so when we click on the Projects heading we see our favourites in the drop down list, like we do with reports we use frequently. See image for example.

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18. Projects - Order invoices by date

    When converting xero projects / Invoice

    6 employees work for the last month gets dumped on to the invoice in alphabetical order and from the latest date they worked

    The client needs to see this in cronological order and with each task for the said date

    eg

    1 July

    Dave
    Fred
    jim

    2 july
    Dave
    Fred
    Jim

    At the moment this task of ordering said invoices can take about half an hour of ferrying each transaction up and down the page. Before Editing

    So needs a filter button installed to do this please

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    submitted  ·  AdminEthan M (Admin, Xero) responded

19. Xero Projects - Different staff cost rate per project

    We charge our consultants at a different cost rate per customer project and pay them a different cost rate per engagement. This is negotiated with them at the start of the gig and applies only to that Project.

    I want to set a different staff rate per project per staff member.

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    55 comments  ·  Projects  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

20. Projects - Ability to see who has closed a project

    Projects - Ability to see when and who closed a project

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