241 results found
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Project Summary Reports - Include estimated expenses
Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.
Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…
13 votesThanks for the detail in your idea here, Kyle. We don't have plan for this atm but we'll track interest in this through the community and share if there's any updates.
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Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
13 votes -
Projects - Allow as an Add-On for all pricing plans
As a 1-man business I only need limited features, but the Project feature is one of these that feels essential to my line of work. It is only available in the highest pricing plan and is not available as an add-on. This appears to price out small businesses who want this feature. Please consider allowing this as an add-on, even if it isn't to be available in different pricing tiers.
12 votesHey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
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Xero Projects - Auto attach files from Expenses to Project
Automatically add expense receipts associated with an Expense Claim to a Project that converts to an Invoice within a Project. Currently, the Expense Claim description is the only info added automatically to a Project when the claim is associated with the Project. Ideally, we need the receipts associated with those Expense Claims also added automatically from the library to the Project without having to search in a long list of library receipts for a match when creating a customer Invoice for expense reimbursement. When we have 100+ receipts at any given time in the library, then we have to search…
12 votes -
Projects - Include supplier name in Tasks & Expenses
When in Projects - Tasks & Expenses - it would be really handy if the supplier name was included.
When adding bills, I have to remember to add the supplier name in the bill description before adding the bill info.
Attachment 1 - shows bills in projects without manually typing in supplier name when adding bills
Attachment 2 - shows bills in projects with manually typed supplier name11 votes -
Projects - Repeating projects
Would it be possible to set up repeating projects? IE if I do the same work for a client each month to save me keep setting up a new project could I choose for it to be a repeating project?
11 votes -
Analytics - Filter by tracking category
It would be ideal to filter analytics (Business Snapshot) by tracking category and show only income/expenses for each Tracking Category on the dashboard e.g by Department/Region/Product etc.
11 votes -
Projects - Prefix For Project
Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.
11 votes -
Tracking Categories - Reorder departments
In tracking categories - it would be useful to be able to have the option to reorder departments so they show in the order you want in reports
11 votes -
Xero Projects - assigned staff filter / column for reports
Be able to filter the project reports by project manager - ie who you have assigned it to
11 votes -
Tracking - Link options within categories
It would be helpful to link our 2 tracking categories together. As it stands, we've got departments within our business as tracking category 1, and divisions as category 2. It would be so helpful if we could put default links in place, as each department links directly to a specific division in the business. That way, when we go to post sales & purchase invoices to the ledger, once a division is added to the tracking category field, the division is automatically populated.
11 votes -
Xero Accounting app - Assign billable expense to Project when creating a transaction
I would really like to be able to allocate my expenses to a project within the app.
If I add a receipt via the app, (which for me is the most efficient way to add expenses) I then have to go online, find the transaction, edit it and resave it, in order to sign it to a project. This is frustratingly inefficient and doubles the time it takes to input a purchase!
Could you please add this ability to the app?11 votes -
Projects Reporting | Ability to report on multiple projects
Pull a report per bank account(s) with transactions indicating to which accounts the transactions were reconciled to
Projects; how to group similar projects together when pulling reports
Projects; report to see project expenses grouped by similar account allocations
11 votes -
Projects - Add Project Time to Quick Create Shortcut Menu
It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.
10 votesThank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
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Projects - Allow access to view profitability without admin user role.
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??10 votesHey Rebecca, thanks for your engagement and for sharing this detailed suggestion about user permissions in Xero Projects.
We've reviewed your idea to allow users to view project profitability without needing the full admin user role, and it can now gain support from other community members. We understand the need for team members to keep track of a project's performance, and why granting full admin access isn't always suitable.
Along with votes, others can now comment to share additional detail about how this more granular user role would improve their project management and empower their teams. 🙂
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Xero Projects - Show Supplier Name for un allocated expenses
Currently Unallocated Expenses in Xero projects just show the item line description Which can make assigning to an estimated expense difficult especially when you have "Delivery Charges" I propose a change so that once an expense is allocated to a project and falls into the unassigned it shows the name of the supplier
10 votes -
Projects - Bulk add Tasks
Ability to add the same task to all projects would save huge amounts of time when starting out with projects and general maintenance.
10 votes -
Projects - Create more tabs for Projects
in Projects, you only have 3 options as tabs, Draft, in progress or closed, it would be great if i could create more tabs. (on proof to customer, waiting on customer artwork, etc)
10 votes -
Projects - Default account for invoice raised from projects
Being able to add a default account for invoices raised through projects
10 votesHi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
10 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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