217 results found
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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.
5 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.
5 votes -
Tracking Category - Add description or internal notes field
It would be helpful if you could add a description or comment field to tracking categories. This would allow us to add keep category names concise and then add more information to in the description field so that we can describe things like how it is used, start and end dates for event tracking etc.
4 votesHi everyone, thanks for sharing this idea. We understand that having more context around Tracking Categories could help teams apply them consistently, especially when managing more complex reporting setups.
The suggestion is to add a description or notes field to Tracking Categories, giving teams a place to record how each category should be used.
For now, some teams use internal guides or shared documents to keep these details available. We’ll continue tracking this idea here, where other users can add their feedback and examples to help shape future improvements.
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Projects - import new project & information
I would like a solution to be able to import a list of projects. ie project number, client name, project description. It is very time consuming to setup projects individually one by one. Would be much easier if I could create an excel listing, convert to csv and import to xero
4 votesThanks for raising a request for a bulk project import tool in Xero Projects Kesini. Feedback like this helps our product team understand where bulk tools would save the most time, so thank you for taking the time to share it. We'll move this idea to gain more support from the community and keep you posted here.
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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.
4 votes -
Projects - Assigning tasks within a Project to individual employees
We would find the facility to assign tasks to individual employees very helpful. We have large Projects over summer where various contractors/employees are required to do individual tasks on the Project. During this busy period, multiple tasks are added to each Project. Ideally we would like those personnel only seeing what they are assigned to, so as there is no confusion on who should be doing which task.
I've attached an example of how this could look.3 votesThanks for sharing this idea, Fiona. We understand the request to assign individual project tasks to specific employees. This could make it easier to clarify responsibilities and manage workloads within a project.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you'd like it to work.
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Projects - Sort and filter project list numerically by Project Name
Here’s a clearer version you could use as a Xero feature request:
It would be really helpful if Projects could be filtered or sorted properly by Project Name.
We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
This makes it quite difficult to quickly determine what the next available project number should be.…3 votesHi Linda, thanks for sharing this feedback. We understand the request to sort Project Names numerically, particularly when using sequential project numbers. This could make it easier to find projects and identify the next available number.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this would help your workflow.
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Projects - Invoices created in projects under User name not System Generated
Invoices created by the Projects API show in Xero accounting as "System Generated" therefore the user that created the invoice in projects cannot see the invoice or quote if they have Invoice Only + Draft.
Xero is missing just a key user level - where account managers can see and manage sales invoices, but can't delete or edit. Projects seems a good way around this limitation, but the inability to see invoices kills that.
3 votes🌟 Thanks for sharing this idea with us. We’ve moved it to Gaining Support so we can better understand how much interest there is from the community.
If this would make a difference for your workflow, we’d encourage you and others to vote for the idea and add any extra detail in the comments, including how you’d expect it to work and the impact it has today. That helps us gauge demand and gives our product team more context when reviewing ideas.
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Projects - when adding estimated tasks, enable there to be a quanitity section when selecting the fixed price items
When adding estimated tasks onto a project , add a quanitity section when selecting the fixed price items.
Some tasks for example like quoting for installation of boards per m2, we have the price per m2 set up as a code, so it would be useful to then be able to easily adjust the quanity required to get a revised sell / cost.
You currently have to calculate what the sell price would be and manually override the fixed charge. This however removes the visbility of how much quantity you want (unless you then edit the text) it also makes…3 votesIt's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
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Projects - Add "item" to task as a master task and break it down on invoice
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
3 votesHi Joshua, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Make "Time Credit" feature available in projects
Time adjustments or credits within a Project | Time entries in Projects works well and it makes sense that a time entry is locked once it is invoiced. However we regularly need to make adjustments for situations like (a) incorrect entries, e.g. billing time on a public holiday not worked, that we want to credit back against the invoice or (b) moving time between tasks within a project. I understand that Practice Manager has a "Time Credit" feature that may be suitableto this need if it could be made available in Projects. If not we need something like a manual…
3 votesHi Mike, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Cheers
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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.
3 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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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
3 votes -
Projects - Undo button
Undo button or confirmation button when deleting estimated expenses, to help users easily reinstate date put in.
3 votes -
projects
We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?
3 votesHi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
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Project Info Menu
Project Info menu - For each project, add a "Project Info" menu so that we can include some brief information on the project. For example, Description of Works (i.e. New build; Renovations; New Office Addition; Pool works etc.), Project Start Date, Estimated Project Completion Date, Contract Number, Contract Sum, Site Foreman Name etc.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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XPH - Pop-out window for new time-entry time tracking
It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.
2 votesThanks for sharing this suggestion. We understand how useful you feel it would be for the new timer to open in a separate browser tab, so you can keep your current Xero Partner Hub work open while tracking time.
We’ll move this idea to Gaining Support so other users can vote and comment, helping us gauge community interest. We appreciate you taking the time to share your idea.
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Projects - Ensure transactions generated from a project inherit the contacts' tax default
Creating a quote or an invoice from within Projects should respect the same rules for default tax rate that creating one from scratch does, as set out in this article:
https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-workBoth quotes and invoices created from Projects ignore the contact "Sales GST" field and revert to the account default.
If the project uses "product or service" item codes with tax rates set, then quotes correctly respect the item tax rate (but still ignore the contact tax rate). An invoice created from Projects ignores both the item tax rate and the contact tax rate.
For example, I have a "With…
2 votesHi Jason, thanks for your feedback on this. We can appreciate how having Projects inherit the default sales tax settings from a contact could make invoicing more efficient and help avoid manual changes before sending invoices or quotes.
I've moved this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, please add your vote and let us know how this would fit into your day-to-day process.
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NZ Payroll - Assign hours worked from a timesheet to projects
Employee's time assigned to projects direct from Xero payroll not the other way around as it is now.
2 votesThanks for sharing your idea.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Allow partial / manual allocation of available deposit credits
In Xero Projects, when a deposit has been invoiced (eg via the deposit option in the Projects invoicing workflow), the "available credit" shows in the Projects UI.
However, when raising subsequent progress invoices (eg for tasks/expenses), the "Apply credit deposit" checkbox is all-or-nothing - it applies the full available credit or none. There's no option to manually enter or select a partial amount from the deposit/credit balance to apply to the current invoice.
Requested enhancements:
- In the Projects "New Invoice" screen, replace or supplement the binary "Apply credit deposit" checkbox with a field to enter/select a partial amount from…2 votesThanks for sharing your idea, Laurence.
We'll start to get a sense of the interest from others in the community here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there are any updates we'll share with you here.
- Don't see your idea?