241 results found
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Project Reporting - Detailed Invoice Lines
To show the invoice line detail in project reporting rather than a consolidated invoice line.
You have to allocate each individual line on the invoice to a project but on the project report it consolidates to just one line which doesn't make sense when you put the level of detail at the invoice that it doesn't pull through that detail to the project reporting.
10 votes -
Projects - Assign New staff to all Projects in Bulk
It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.
9 votes -
Projects - See a list of spend money transactions not allocated to a project
It is possible to see a list of bills not assigned to a project.
However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.
9 votes -
Contacts - Tab to view associated Projects
You are currently unable to see the projects within the contacts tab against a contact within Xero.
This would be really helpful as I have some customers that have several projects on the go at one time. This would make it easier to go from one project to another for one client. It would also be a quick reference location. The added quotes, invoices and credit notes added to the contact has been a great step in simplifying contact management - the project listing would complete the loop.9 votes -
Projects - Allocate recurring bills to a project on set up
Allocation to Projects
Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.
9 votes -
Projects - Invoice multiple expenses on the same line
I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.
For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…
9 votes -
Projects - Notification or reminder of invoices and projects due
Ability to set reminders/notifications to raise next invoice in Xero Projects
When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.
9 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
9 votes -
Projects - Set date for change of charge rate
Staff members gets pay reviews each year, which means their cost change. But we are unable to get the change to commence from a certain date so reporting for prior year projects won't be accurate. any way we can put a change commencement date so reporting is more accurate?
9 votes -
Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
9 votes -
Projects - Ability to export all of the lines/tasks in a project to an invoice
Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer
9 votes -
Tracking - Not For Profit Tracking Categories for Statement of Activities
Ability to produce statements of activities that can specifically produce tracking categories for not for profit organisations.
Purpose: This will make a not for profit organisation can classify different types of income that they’ve received using these specific tracking categories.
9 votes -
Bank Reconciliation - Add Tracking Category to Transfer
when using tracking categrories it would be useful to be able to add the tracking category to a bank transfer, instead of going through find and match and the adding a transfer.
8 votesHi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, 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 – Progressive Billing for Fixed-Price Tasks
Problem
Fixed-price tasks in Xero Projects currently bill the entire fixed amount at once. Logging time or transferring the task to an invoice forces Xero to invoice the full value immediately.
Many businesses complete fixed-price work through multiple time entries or stages over long periods. We need to bill the fixed price progressively while still tracking actual time for internal cost and efficiency.
Impact
Today, users must manually split one real task into many smaller tasks (“Stage 1”, “Stage 2”, “Stage 3”), or manually edit every invoice to avoid overbilling.
This leads to inflated task lists, inconsistent reporting, and unnecessary…
8 votesHi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
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Projects - Bulk update all tasks in a project as invoiced
Have an option to 'mark all items as invoiced' in a project. You can currently only do this if you invoice from 'project amount'.
We re-order and combine tasks when invoicing and then have to manually go into the project and mark every task and expense as invoiced individually. It's very time consuming. I need an option to mark all items as invoiced at once.
8 votesHi Nicole 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. We will continue monitoring this space for more traction.
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Projects - Suggestion for tracking time and costs for non-user contractors
Feature request for better support of tracking time for non-Xero users in Projects. Need a solution for tracking self-employed labourer's (non-Xero users) hours worked across Projects. Time sheets for non-Xero Users across Projects.
8 votesThanks 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 - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
8 votes -
Projects - Ability to edit time of users who have left
I use Projects as timesheets for my staff in my contracting business, and it has worked well for the past two years. I do not use Xero process staff wages, I use ACE Payroll.
After a staff member leaves, I delete them from Projects, as it costs me $7.50 per month per person, and when you have between 20-25 staff, it can get quite expensive.
Once I delete a staff member from Xero, I cannot change any of their time entries. The reason I need to do this is usually because they have allocated his/her time against the wrong project.
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8 votesAppreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.
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Tracking categories - Spread costs across tracking categories
We run a music festival of 10 concerts. Each concert is set up as a tracking category. It would be great to spread the direct and admin costs across evenly acoss all 10 concerts in a way that doesn't involve entering each invoice across 10 lines.
8 votes -
Projects | Notification - Reaching budget alert
A future to alert or notify you when your budget for a project is reaching its limit.
8 votes
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