194 results found
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Recording timesheet entries
There is currently a start and end option, but could this be replaced with a date range option instead? It can take around 10–15 minutes to enter a single week of billing as each day has to be posted individually, and employees can’t clearly see which days they’ve already entered, increasing the risk of errors.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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discounting
In the projects area, the expenses area lists expenses at their original cost and doesn't include the discount given by that supplier. This means the expenses shown for the project aren't actually reflective of the true cost of the project.
There are currently no reports that allow you to see the company expenses, with discount, filtered by project so i can't actually report on the GP and net profit of a project without the painstaking process of clicking into every expense to find out the ACTUAL cost to the company less the discount given. We have suppliers who give up…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Export Time entries: CSV and PDF
Often I have to send my customers a short report about the timeentries and how much is left. Right now I'm doing a screenshot with the gofullpage extension. Sometimes import the PDF to chatgpt to get a actual sheet. Would be great to have an export button on the time tab of a project.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bulk assign expenses to Project in Cash Coding
Assign multiple transactions to a project in cash coding. There should also be a projects field on the main page, rather than having to go to "add details>assign to project>search for project>click project>click ok>click reconcile".
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping time and fees to be able to select multiple statement lines or transactions and "assign all" in one click. Under cash coding makes sense because the checkbox already exists for each line, Projects just becomes another column.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Validity period for Tracking Category
We would like the possibility to assign a validity period to each new "Tracking Category" entry.
This would mean that you don't have to see all options every time the Tracking Category drop down list is selected e.g. when entering an invoice.
It would also help to limit the Tracking Category options available to employees, for example, when they enter their expenses.
2 votesHi Amanda, Tracking was originally designed to be used as a way to track and monitor parts of the business that did not have a lifespan like departments. Appreciate there are many different ways our customers have grown to use tracking, and we'll start to track the interest in this through your idea. But do want to be open that we don't have any plans for this at present.
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Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…7 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
3 votes -
Projects - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
8 votes -
Projects - Ability to edit time of users who have left
I use Projects as timesheets for my staff in my contracting business, and it has worked well for the past two years. I do not use Xero process staff wages, I use ACE Payroll.
After a staff member leaves, I delete them from Projects, as it costs me $7.50 per month per person, and when you have between 20-25 staff, it can get quite expensive.
Once I delete a staff member from Xero, I cannot change any of their time entries. The reason I need to do this is usually because they have allocated his/her time against the wrong project.
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8 votesAppreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.
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Projects - Job Card Creation
Job Car Creation with Check list for empployees
Having the Ability to do all things in one app without intergration would be ideal and more cost effective and productive.
Simple
1.Creating Jobs
2.Add Customer
3.Add Vehcile/Vessel
Port & Starboard - Model Numbers, Serial Numbers
Generaor Model Number, Serial Numbers
4.Add Fault Description
5. Engine Hours
6.Trailer Brand
7. Trailer Details - VIN, Model Number, GTM, ATM, Overall Length, Overall Width, MaterailEverything needs to revolve around job Numbers
1 vote -
Projects - Show outstanding invoice balance under "Quotes & Invoices"
On projects under "quotes & invoices" it would be great if it showed the remaining balance of the invoice. I send 4-5 invoices per project and sometimes clients pay a random lump sum and i write it off against the invoices but that can lead to an invoice being part paid and being able to see which invoices have been paid or have a remaining balance under that view would be beneficial instead of having to get out of projects and searching the invoice under the invoice tab.
2 votes -
Projects - Undo button
Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.
3 votes -
Projects - Assign New staff to all Projects in Bulk
It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.
9 votes -
Xero Projects - Edit Default Work Week
Ability to change the default work week for entering and viewing time entries in Projects.
Purpose: Allows us to easily view employees time in the work week that we use for an outside Payroll.
3 votes -
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
4 votes -
Projects - Set opening balance for projects
Just brought on a new client on Xero that runs large number of projects. At the moment, Xero does not provide a facility whereby we can bring forward opening blalances for ongoing projects.
3 votes -
Xero Projects - Allow Users to print their own timesheet
Limited Projects Users should be able to print a timesheet. Those who are subcontractors require their own records, and this saves duplication. Clients often require timesheets to be signed, and the person who entered the time is usually the best person to arrange this, however they cannot do so unless they can print their own timesheet.
4 votes -
Projects - See a list of spend money transactions not allocated to a project
It is possible to see a list of bills not assigned to a project.
However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.
9 votes -
Projects Invoice Summary - Show Invoice Number and Reference
Hi,
I would like to suggest a small but valuable improvement to the Projects section in Xero. Currently, in the "Quotes & Invoices" tab within a project, only the invoice number is displayed, which is useful for tracking. However, for many businesses, including ours, it would be incredibly helpful if both the invoice number and the reference field could be shown simultaneously in the project’s invoice summary view.
This improvement would enhance visibility and make it easier to track project-specific details without losing sight of important invoice numbers.
Thanks,
5 votes
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