Projects & tracking

203 results found

1. Projects - Ability to assign expense to a contact and project

   I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.

   But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked expense any more. I can only do so if I manually marked the expense as invoiced (and unmark it to assign it, then re-mark it as invoiced after) - if I created a direct link between the expense and the invoice, then I can't.

   I want to be able to assign project expenses to tracked expenses after I've on-billed/invoiced those expenses.

   I have clients with multiple projects and multiple contractors billing for each project. If I want to sort the cost of the contractors by contractor, to evaluate the individual profitability of each person working on the project, then I have to create an estimated expense for each contractor. Easy enough - their contracts have the maximum hours they're expected to be billing my client.

   But if I forgot to assign each bill to a tracked expense before I on-bill that expense, then once the hours that the contractor has worked have been on-billed, I can't assign them to a tracked… more

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   submitted  ·  1 comment  ·  Projects  ·  delete…  ·  Admin →
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2. Projects Reporting - View future fixed charge amounts

   Xero Projects Reporting - fixed charges to be included in Charge Amount column

   We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.

   This allows us to forecast profit for the month more effectively. If we had all of our clients on fixed monthly charges, we would currently not be able to use Xero Projects reports to forecast profit. We would only be able to see time/expenses incurred so far in the Charge Amount column.

   Xero Projects Reporting - fixed charges to be included in Charge Amount column

   We use Xero Projects in our accounting practice to track time / costs for client billing. We have some clients who are on fixed monthly charges (e.g. $1,000 per month). When viewing the Xero Projects reports to track performance for the month so far, the fixed charges do not appear in the Charge Amount column. It would be beneficial if the fixed charges appears in the Charge Amount column, given they will be charged.

   This allows us to forecast profit for the month more effectively. If we… more

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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

3. Projects Detailed time report - Filter Staff (only show current users)

   Reports Projects Filter Staff:

   When filtering Project time reports by staff, is it possible to show only currently active (valid) users rather than any and every user ever associated with the account for all time? Can the list be alphabetized?

   Currently the list includes every user that ever existed including every instance of when Xero Support was invited (via a support ticket) as well as staff removed from the practice. Furthermore, it is in a random order.

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