Projects & tracking

3 results found

1. Tracking category's

   We recently tested the different user access options and every single one of them can add new tracking category's (obviously excluding read only).
   1. We need to be able to limit who can add category's
   2. There is no way to see who has added a category and when in the history reports or notes

   When running reports the system only allows 200 categorys but realistically cannot have more than 100 to 150 without crashing
   1. when choosing the categories for a report you have to manually tick each box (so between 0 to 200 boxes ticked manually) which is extremely time consuming
   2. Even when you save custom reports where you have set up reports over ranges it wont automatically add a new category that has been added that would fit in the range so you have to check through them to see
   3. There is no way to see what category's have had entrys in a certain period other than running profit and loss or transaction reports, there should be some sort of report to run a list of category's with no entry's over a certain period, as well as a list of categorys that have never been used.
   4. Archiving tracking categorys is a disaster as you have to choos ethem indiviually it then takes you to the archive page so you can to go back to the list of category's and scroll all the way down to find the next category. There should be a search option and a bulk option where you tick multiple category's to archive at once, or an option to tell teh system to archive tracking category's with no transactions going back a certain period.
   5. There should be an option to run a gross profit report where you can exclude expenses that are direct costs for tracking category's
   6. You need to be able to limit what category's can be used on certain ledger items, eg expenses can only have a limited number of category's and direct costs can only have a limited number of category's (eg in our case we do projects and we don't want a certain range of category's used in the project gross profit.
   7. There needs to be an option to make picking tracking category's mandatory

   We recently tested the different user access options and every single one of them can add new tracking category's (obviously excluding read only).
   1. We need to be able to limit who can add category's
   2. There is no way to see who has added a category and when in the history reports or notes

   When running reports the system only allows 200 categorys but realistically cannot have more than 100 to 150 without crashing
   1. when choosing the categories for a report you have to manually tick each box (so between 0 to 200 boxes ticked manually) which is… more

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   0 comments  ·  Tracking categories  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Tammy, while we appreciate your feedback and can see how you the points you've raised could improve your businesses use of Tracking, these really need to be broken into separate ideas here in the forum for other members to vote on and our product teams to consider in isolation of the change that's being asked.

   We welcome you to vote on existing ideas that cover the points you've raised, or create new ones for each that we can get a better sense of the community interest in here.

2. Assign projects in Dext

   Open your API to Dext so projects can be assigned to bills within Dext. The current situation whereby you can upload the bill from Dext but then need to go into Xero, locate the bill and assign it to a project, is simply unacceptable. I am using other accounts software for clients and I can assign projects within Dext without having the unecessary step of having to do so within the software.

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Bridie, we appreciate your feedback however we have a Developer Product Ideas forum where API requests are best raised. It appears there's an idea for this already that yourselves and others that have voted here can join and stay updated through.

3. Assigning sub-contractor paid bills to tasks in Projects

   Assigning sub-contractor paid bills to tasks in Projects

   Hi , there is currently an option to assign incoming bills to specified projects, which works well for our subcontractors.
   There is also an option(drop tab) once each bill is in the project to assign the bill to specific tasks; but this option does not work (unable to click to tasks).
   Please make this option work, as currently adding bills to our projects places the project over budget, and confuses the invoicing process.
   Being able to apply each paid subcontractor bill to specific tasks will be a game changer for us.

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for explaining this so clearly Rebecca. I can see how important it would be to allocate those bill costs more accurately within your project, especially when it affects your budget view and invoicing workflow.

   At this stage, the best next step would be to raise a case with Xero Support so we can take a closer look at what’s happening in your organisation and confirm whether this is expected behaviour or something that needs further investigation.

   When you contact Support, it would help to include:

   • the name of the project affected
   • an example bill
   • a screenshot or screen recording showing the task dropdown not working
   • the browser and device you’re using

   That extra detail will help our team investigate this more thoroughly.

   Thanks again for taking the time to share the feedback.