241 results found
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Tracking - Functionality for Rental Property Management
Have two codes - one for rental income & one for rental expenses.
When reconciling bank transactions to these codes, have the ability to allocate them to a property.
Have a feature where you can view the outstanding transactions for each property and select the transactions to go on the statement to the client for that month.
Auto generate the management fee for the month based on pre-selected criteria for that property - either % or fixed amount.
Auto generate a bill from this statement for the money that needs to be paid to the landlord.5 votesThanks for sharing and your interest in the idea here. Being open this isn't a feature we have any plans of implementing in the near term.
However, some of what's been described here can be achieved using Tracking. For example, you could create accounts in your Chart of Accounts for Rental Income and Rental Expenses. You'd then use a Tracking category for your Properties, listing each property as a separate option within that category.
Alternatively, if you're after more specific tools for managing properties we'd recommend looking into apps that can integrate with Xero and offer more services that could suit your business.
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Projects - To do list / check list
It would be really helpful to be able to add yes / no, to do / complete or custom field options to tasks rather than time. Not all tasks get billed for the time spent, but all tasks have to be completed. Being able to check them off would be great. IF you can then have Job / Project templates even better, as a project can be created with these already on there
5 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
5 votes -
Project - Import Bill of Materials for a project (Inventory items with quantities)
I am trying to add a list of inventory items to a project quickly, to estimate cost, is there an easy way to upload an excel sheet with all the inventory items & quantities?
I need to add multiple items like over 60 each with their own quantity... Can I upload a list? Instead of individual listing?
5 votes -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Projects - Improved reports & data fields for estimating
When developing a quote via Projects, we can add in an estimated cost and then enter a margin to give an estimated expense. However we cannot then retrospectively see what the original supplier cost is and therefore profit expected. Neither does it offer a field to enter who the supplier is. The Project financial reports have a header to show 'estimated cost' but it does not populate this field. The only time a cost is shown is if it is entered as an actual expense.
Ideally we would want to see estimated costs, the margin added and the supplier during…
5 votes -
Projects: Include labour costs from Gusto integration
I need to be able to track all my project expenses, including labor costs, for each project. All the labor data is already in Gusto, my payroll provider. Currently I have to create a report in Gusto then manually enter the data in Xero. I also have to manually maintain two lists of the same projects: one list in Xero, and one list in Gusto. I would like the Projects in Xero to synchronize (two way) with the Projects in Gusto. I would also like to be able to pull (or synch) the project labor cost from Gusto to Xero.
5 votes -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.5 votes -
Projects | Time Entries: Ability to sort by time started
Projects>Time entries
Currently only one view, in order of entry.
We enter start and end times for tasks.
Would prefer to have the ability to sort the time entries page by time started. That way a user can more readily identify parts of their day not yet entered.5 votes -
Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
5 votesWould still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
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Projects - Report that can export project deadline as a field
Projects module has functionality to enter a deadline date but none of the reporting options can export a column with it.
5 votes -
Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
5 votes -
Xero Projects - Ability to set the default "Enter time as": 'Start & end' instead of 'Duration'.
Xero Projects - Ability to set the default "Enter time as": 'Start & end' instead of 'Duration.' (Or at least have it remember my last selection as I never use 'Duration.'
It would also be great to have the 'End' time rolled forward to the 'Start' time of the next entry.
4 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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Xero Payroll - Audit trail/Time logs for timesheet entries
Time logs in timesheets. I will be very helpful if there are time logs, when updating timesheets. We can see when our employees has updated their timesheets, if that is on time or late. This will help us trough chasing purposes.
4 votesThanks for sharing your idea and letting us know what changes matter most to you.
We’ve reviewed it, and now it’s over to the Xero community to show their support. Be sure to share your idea with any colleagues who might benefit, so they can add their vote too.
Community members can also leave comments to explain how this idea could improve their experience with Xero.
Quick tip in the meantime: You can use the Timesheet Summary Report to quickly identify which employees haven't submitted hours for a specific period, which might help with your chasing process!
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Projects - Add Estimated Income Feature
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
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4 votesHi Jalal, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently the way to view to profit is to add columns for both Gross Profit and % Profit to the Project Details and Summary reports.We've moved this idea to gain more support from the community. We'll watch it closely for more traction. In the meantime, you can share this idea with your peers who might want to see this feature in Xero as well.
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Projects - Increase bill description character limit when invoicing from a project
Please increase the character limit for line descriptions when generating invoices from Projects.
Right now, if a bill line has a description that exceeds the small character limit, it gets cut off on the invoice. I have to then manually open each bill, copy the full description, and paste it into the corresponding invoice line. Obviously this is extremely time-consuming and inefficient for something that seems like a relatively small backend fix that would make a big difference to everyday usability.
Is anyone else dealing with this?
4 votesHi there 👋, thanks for reaching out to our Xero Support team and clarifying the difference between your idea here from the one we merged to. Apologies for this oversight - I've restored your idea here.
While increasing the character limit of a bills description when invoicing from a project isn't something we have plans for atm, we can gauge the interest from community in this and will update you if there's any progression.
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Projects - Keep items in the same order when invoicing
When creating an invoice from a project-keep items in the same order as they appear in the project. It is very confusing when all the items are in different places than they were in the project and I have to reorder everything.
4 votes -
Xero Projects - Allow Users to print their own timesheet
Limited Projects Users should be able to print a timesheet. Those who are subcontractors require their own records, and this saves duplication. Clients often require timesheets to be signed, and the person who entered the time is usually the best person to arrange this, however they cannot do so unless they can print their own timesheet.
4 votes -
Projects - Ability to assign to estimated expense category from the bills screen
When assigning a bill line to a project, it would be good to also be able to select the Estimated Expense category from this same screen rather than having to manually add from within the Project. Or at least be able to bulk assign from the Projects screen.
4 votes
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