203 results found
-
Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
5 votesWould still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
-
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
30 votes -
Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.16 votes -
Projects: Show total uninvoiced amount
Projects in progress list must show the total uninvoiced amounts also.
18 votes -
Projects - Display Project Number manager fields within invoice
Customer purchase order number field.
Why is there no field for customer po number?
8 votes -
Projects | Contacts - Ability to select persons to Include in emails
XERO Projects, Could contact details i.e email addresses and phone number be assigned to a specific project, these would normally be different from the original company contacts details. This would mean the right persons would receive the invoices or quotes sent from a particular XERO project. Could this be done within the project tab.
6 votes -
Projects: Allocate to projects when bulk importing invoices
The Xero bulk invoice import template makes provision to allow for the population of data into the available tracking categories that would correspond to same inside Xero. However, is it possible to do same with a project? Xero have since confirmed it is not possible to include project allocations when importing invoices.
We have a high frequent need to import bulk lines of data each representing individual invoices, and we wish to use Xero projects, but need to be able to allocate the bulk upload of these invoices to the applicable projects inside Xero.
30 votes -
Projects: Update inventory when a tracked inventory item is added as an expense
Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.
13 votes -
Project Report | Bills - Unpaid/paid bills per project
to generate a report that shows the unpaid and paid bills per project , and another report shows the unpaid and paid invoices per project. if there is one report which can show all of these information that will be great
25 votes -
Projects - Report that can export project deadline as a field
Projects module has functionality to enter a deadline date but none of the reporting options can export a column with it.
5 votes -
Projects - ability to set a project currency
Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
It would be great to allow the user to select the quote currency.55 votes -
Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
9 votes -
Xero Projects - Needs Total Estimated Hours & Total Used Hours (for Tasks) at top of Projects
Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…
8 votes -
Projects Reporting | Ability to report on multiple projects
Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to
Projects; how to group similar projects together when pulling reports
Projects; report to see project expenses grouped by similar account allocations
11 votes -
Xero Projects - Standard mark-up on materials
In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.
31 votes -
Xero Projects - Create project from accepted quote
Xero Projects seems a bit backwards to me, you create project then can create or link a quote. It would be far better if you could create a a project from an accepted quote.
ie. Quote customer for job > Customer accepts quote > Mark quote as accepted and create project.109 votes -
Projects report - Show task and expenses against the account code
Ability to pull an accounting or project report that will show task and expense against the transaction code/s. Provides a clear view of project bills as well as invoices linked to the projects. the full ins and outs.
6 votes -
Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votes -
Projects - Sort Tasks and Expenses
Please allow for a sort filter on tasks and expenses within a project to be able to sort alphabetically A-Z.
27 votesHi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
-
Projects - bring Expenses through when Duplicated
Projects - when duplicating a project, expenses need to follow through as well.
8 votes
- Don't see your idea?