217 results found
-
Projects - Report on Time used and remaining (export to CSV/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.
2 votesThanks for sharing your idea here Mike, 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.
-
Projects - Improve the add time workflow for employees with limited access.
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
2 votesHi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.
We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.
Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂
-
Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
2 votes -
Xero Accounting app - Move favourite Tracking Categories to the top of the list
When adding bills in the app, I find myself searching for the same category over and over. On the desktop, a likely or previous category comes up automatically. That would be great in the app, too.
Failing that, it would be good if the list of categories contained frequently used categories first. I doubt anyone scrolls alphabetically, so it seems a useless feature to have.
2 votes -
Mini P&L per Project
Being able to run a profitability report that shows the nominal codes used. Or a mini P&L per 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. 🙂
-
Project Slider bar show invoice/uninvoiced progress bar
It would be great to have the slider bars in that shows the project estimates on the Projects in progress dashboard, to be able to show what has been invoiced and what is still to be invoiced just like the slider shows when you have over invoiced on 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. 🙂
-
Xero Projects - Apply sales tax to markup on tax-exempt expenses
Add ability to apply sales tax to a markup on an expense that was tax exempt.
Currently a tax exempt expense (building permit fees paid to municipalities, example $100) are tax exempt. I would markup this expense if paid on behalf of a client (10%, total $110). When adding the expense to an invoice I can either apply sales tax to the entire $110, or mark the expense as tax exempt. I am forced to ignore the markup feature in Xero projects then create a separate line on invoices "Expense markup + HST" which is less than ideal.
1 voteAppreciate you raising this, Michael. The suggestion is to allow the markup on a tax-exempt project expense to have its own tax treatment when it's added to an invoice.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
-
Projects - Bulk-edit expense chargeability status or set project-level expense defaults
Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.
I would like to request a bulk-edit function for Project expenses.
I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.
This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to…
1 voteThanks for sharing this idea, Gemma. We understand the request to bulk-edit expense chargeability or set a project-level default. This could make managing large volumes of project expenses much more efficient.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share which approach you’d find most useful.
-
Reminder notes for files to be uploaded each month or quarter
It would be handy to have a checklist on the dashboard that can be edited and ticked off when completed, such as files needed to be uploaded each month or quarter for BAS lodgement - eg; Shopify fees report, Paypal fees report, Airbnb fees report. So as we reconcile the transactions we don't have to upload a single file per transaction, just the one report at end of month or quarter and actually remember to upload the file :)
1 voteHi 👋 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 🙂
-
Bulk add tracking Categories to bills (not just invoices)
I add a lot of bills and spend a lot of time adding tracking categories one by one to each item line. I want the ability to do this in bulk for many item lines at once. This has just been completed for invoices but it would be just as (if not more!) useful to be able to do this when editing bills.
1 voteHi 👋 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 🙂
-
Reporting | Tracking - Inherit tracking categories on foreign exchange gain and loss
Assign tracking categories to exchange gains and losses based on the original transaction postings.
1 voteHi Kelly, thanks for sharing this idea. Having FX gains and losses inherit the tracking categories from the original transactions could make departmental and cost centre reporting easier to manage.
I've updated the status to Gaining Support so we can continue tracking community interest. How would you like this to work? For example, should the tracking category automatically follow the original transaction, or should users have the option to select how FX adjustments are tracked?
-
Projects - Automatic numbering for tasks
projects need automatic numbering for job numbers
1 voteThanks for taking the time to share this, Anthony. We appreciate how automatic task numbering could improve visibility.
We've updated the idea to Gaining Support while we continue to gather feedback from the community.
As a workaround, you can add sequential numbers to task names yourself, and if you have repeatable tasks, you can create them as untracked inventory item instead.
-
Projects - Ability to link bills to existing expense/estimate
Currently, when managing a project, we can invoice a client based on Tasks and expenses to secure payments or deposit-based billing. However, a major issue arises later when the actual supplier bill arrives.
If we assign that supplier bill to the project, Xero treats it as a completely new, separate actual cost instead of letting us link or reconcile it to the original estimated expense.
Introduce a feature within Xero Projects that allows users to link an incoming supplier bill (or Hubdoc document) directly to a pre-existing Estimated Expense on that project. Once linked, the actual bill should replace or…1 voteHi Beata, thanks for sharing this idea. We understand the request to link supplier bills to an existing project estimate or expense line, rather than creating a new line each time a bill is assigned to a project. This could help keep project budgets aligned with actual costs and reduce the need to manually remove estimated expenses once the bill has been received.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular project workflows where this would have the biggest impact, we'd love to hear more.
-
Projects - Automatically pull the Inventory Item / Product description into project invoices
I noticed that invoice PDFs sent to customers were displaying the item name rather than the curated description for customer viewing, and I learned the product/service list and Xero Projects are NOT integrated.
When I raised this concern with support, I was told that this is a known limitation within Project invoicing; When creating an invoice from a project with assigned tasks/expenses, Xero does NOT pull the product description, only the name.
I was advised to create an invoice outside of the project, and assign the line items to the project but this is a major waste of time. As…
1 voteThanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
-
Inventory | Invoice - Add a Minimum Order Quantity to restrict line-item entry amounts
Hi
So with Pastel you could insert the minimum quantities into the system and when you book out products when you invoice a client the system would have a automatic pop up informing you that your product qty is below the minimum order qty you have set. Please can you bring in this function. It is very time consuming for us to have to export sheets of data and to review all the products from Xero exported sheet to my excel sheets.
1 voteHi Kristie, thanks for putting this forward. We understand that having a Minimum Order Quantity setting could help businesses manage wholesale rules and reduce the risk of orders being processed below required thresholds.
The suggestion here is to add a native MOQ field or validation that prevents users from creating invoices with quantities below the set limit.
For now, you can add MOQ details to the item description in Products and Services as a reminder when creating invoices.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our invoicing and inventory teams.
-
Payroll UK: assign payroll group tracking to statutory recoveries
Reclaimed statutory maternity pay showing as unassigned despite employee in an employment group on their employee record.
1 voteThanks for sharing your idea about Xero payroll automatically applying group tracking to statutory pay.
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.
-
Projects - Closed Projects Appearing when you select to add a Project
I thought that once a project was 'closed' it remains closed and does not appear anywhere except in the closed tab of projects however this is not the case. I tested and was able to allocate an invoice to a closed project.
Suggestion:
a) closed projects remain locked out; you can only allocate to them if you re-open - they should not even appear in any selections
b) If they must remain where they are then a pop-up warning appears if you try to allocate this way there are no mistakes in accidently allocating to a closed job1 voteHi Kelly, thanks for sharing your feedback. We appreciate the need for a closed project to be locked or hidden. At the moment, Xero Projects lets you assign certain transactions to closed projects so businesses can clean up allocations after the work is done. Closed projects are marked as “Closed,” which helps distinguish them from those in progress. We have added this to the Gaining Support for more traction.
- Don't see your idea?