203 results found
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Project Details Report - Summarise by Project Name
The Project Details report has the option to Summarise by Project Name, however the feature doesn't work if you select multiple projects. Xero support have advised that they know about the problem but don't plan on fixing it. The report just comes back with a message saying "There is No Data to Display". This report would be very useful as it is the only report that shows remaining hours on the summary version. Project reports overall are very confusing and this is the report that makes the most sense and is not working.
6 votes -
Projects: create different teams
In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.
6 votesHi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
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Projects | Task - Dropdown list
A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?
7 votes -
Projects: Remove staff from project
Being able to remove or delete staff in Project Timesheet
3 votes -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.5 votes -
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
6 votes -
Xero Projects - Charge out Rates by staff member not by Task
It seems like a ridiculous hack to have to duplicate tasks for various staff members or charge out rates. eg TASK1(apprentice), TASK1(trade assistant), TASK1(Tradesman)...TASK2(apprentice) ...and so on.
The inability to organise 'tasks' into groups/ headings within a project is another obvious flaw and means that 'tasks' could functionally only really be used as 'major cost centres' rather than granular tasks, but even at a very top level breakdown, having those 'tasks' would get unwieldy very quickly.
I know that Xero Projects is a light weight add on, but that is also part of its appeal. So many other offerings eg.…
50 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.8 votes -
Xero Projects - Search Tasks within a Project
We are a small consultancy firm and we do work for customers for multiple sites. We set up our projects where each task is a separate site. We need to be able to search for these tasks but the search option only allows searching at a project level. Can you please update the functionality to be able to search based on task name?
6 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
9 votes -
Projects | Ability to mark task as Invoiced
Have all tasks automatically marked as invoiced (preferably with invoice number) when they have varying hourly rates and times set within the task. Also ability to mark any task manually as invoiced and assign an invoice number if required.
4 votes -
Projects - Add people/staff without giving access
Adding staff working on a project without giving them access to Xero.
There is absolutely not need for staff to have access to Xero for me to log that they have worked on a project for 8 hours at £xx rate per hour.
I don't want to add this information to the ledger as the staff are payrolled so I cannot enter this as an expense but I would like to diarise time against the project so profitability can be calculated.
35 votes -
Xero Projects - Ability to group Projects
It would be incredibly helpful to be able to group project into folder to help categories them internally within the team.
4 votes -
Projects: Post journal entries directly to Projects
Ability to post to individual projects from journals.
13 votes -
Project Financials - Include a Supplier option
In the older Project Report function it was possible to select the Supplier Name. This option is now not available in the newer Project Financials report. This is useful as it allows supplier engagement for a specific project to be monitored and avoids the need to perform other more long-winded searches.
8 votes -
Projects | Connect Quotes and Deposits
The Quote information should come forward on the invoice whether you are invoicing from the Quote or invoicing from the Project Amount OR the deposit amount needs to show when invoicing from the Quote.
It doesn't make sense that if someone pays a deposit, I have to use the project amount to invoice but have to re-enter all the quote information (our quotes are broke out in areas with a dollar amount for that area to be invoiced).
If I use the Invoice from Quote, then the deposit amount doesn't show. I then have to work around the deposit that…
5 votes -
Projects - Set date for change of charge rate
Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?
8 votes -
Quote & Invoice lists - View Projects
Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.
38 votes -
Projects: Organise line items chronologically when generating invoice
In Projects
When invoice is created from Projects ( I have Six Staff) It automatically orders this in name order and has mutiple date entries from the Latest date entered.
I then have to ferry each date up the page to order these chronologically so i have the earliest date and each staff member for this date (before starting to add matarials etc)
To make it easier for my clients to read what is entailed for each day.
We need a button to convert invoice to date order as on big jobs this takes me over half an hour ??16 votes -
Projects | Time Entries: Ability to sort by time started
Projects>Time entries
Currently only one view, in order of entry.
We enter start and end times for tasks.
Would prefer to have the ability to sort the time entries page by time started. That way a user can more readily identify parts of their day not yet entered.5 votes
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