219 results found
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Navigation - Add Projects to the Quick + link
ADD PROJECT TO THE QUICK +
7 votesHi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
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Xero Projects: Profitability dashboard to show amounts inclusive of GST
The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.
7 votes -
Projects - Bulk update staff charge out rate
The ability to bulk update staff charge out rates in Project Tasks. Running many projects and therefore many many in progress tasks. Needing to duplicate a task and create a new charge rate is both tedious and cumbersome. Unless you export to excel and manually change data, you are unable to get an accurate snap shot of the financial status of the project as charge out rates are outdated. Currently when exporting invoices, I am needing to individually update staff rates to reflect the current times.
7 votes -
Projects | Tabs - Ability to filter by status
To add Sort and Filter into Quotes & Invoices and Task & expenses inside a Project, so we can filter by Price/Status/Draft/Awaiting payment/Paid or sort we we want it
7 votesHi Millena, is there a specific reason you'd like to do this in the Project tabs versus in a report?
We have similar ideas for the ability to filter by status in reports so trying to understand if there are extra needs here or if we should merge your idea in with that one. Thanks🙂
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Projects | Task - Dropdown list
A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?
7 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.7 votes -
Tracking - Ability to lock options from being used
Instead of delete - can we lock tracking category - for our business - this is very critical if we post any transaction accidentally as we have more than 200 in tracking - any solution for this
7 votes -
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
7 votes -
Projects - Allow staff cost rate and charge out rate
We have an individual staff cost rate and individual staff billable/charge out rate.
Staff work on the same task's in a project.
The hourly rate on a task only allows one entry so does not capture the individual staff billable/charge out rate
I would like to enter an individual staff cost rate and an individual staff billable/charge out rate.6 votesHi everyone, appreciate you highlighting this improvement. We can see how having separate staff cost rates and charge-out rates in Xero Projects could provide a more accurate view of project profitability.
While Projects doesn't currently support individual internal cost rates for each user, some businesses use Tracking Categories alongside payroll and project reporting to compare revenue and staff costs. We appreciate this isn't the same as having dedicated cost rates built directly into Projects.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reporting views or profitability metrics you'd like this to support, let us know as those examples help us better understand how this could fit into your workflows.
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Bills - Certificate Insurance | Prevent bill from being submitted after COI has expired
Certificate insurance is a big part of our company's operation. Xero needs to include a mandatory compliance option for companies to implement. When a compliance requirement, e.g., a certificate of insurance, is due to expire in 30 days, the system should prevent bills from being submitted for payment until compliance is met.
6 votesHi Kristi, thanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to gain more support from the community. We'll be monitoring this space for more traction. Cheers!
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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?
6 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 - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
6 votesHi Nicola, really appreciate you taking the time to share this idea. Right now, the only place to add detail when recording an expense in a project is the Expense Name field, which is limited to 100 characters. You can consider this as a workaround to include a short description with the title— but we know that it’s not an ideal solution when you need to provide more context or add a professional level of detail.
This idea is now in the Gaining Support stage. If you’ve found creative ways to work around this or have thoughts on what a proper description field should include, we’d love to hear them. The more insight we get from real workflows, the more helpful it is in shaping future updates.
We look forward to seeing more discussions on this idea.
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Projects - Allow approval signature for Project time entries
It would be good to have customer or site supervisor sign off time entry's when created, and even a way to send copy of signed time entry to task
6 votesHey Jason, really appreciate you putting this idea forward. Getting a customer sign-off on project time entries just makes sense, it’s one of those things that can save a lot of hassle down the line.
Having a built-in digital sign-off could bring extra clarity and confidence for both you and your customers, creating a clear record of approval before invoicing. It’s a simple step that could save time and build trust in your projects.
At the moment, Xero Projects doesn’t offer a built-in way to collect customer signatures, but it’s clear this could be a helpful addition for many of you.
This idea is now in the Gaining Support stage. If this would make your day-to-day easier, feel free to vote or drop a comment. It helps our product team see what matters most to you.
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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.
6 votes -
Projects - Better assignment of expenses
It would also be a lot more practical to assign the expenses to projects in just the same way as it's done in invoices, instead of assigning them via the project tab. I notoced that not all expenses are taken into account and I had to go back to each bill to redo the project assignment to make sure that everything is accounted for, and even then, i find that there are still gaps.
The invoice project assignment method has the merit of showing what was assigned or not.
Having said this, it would also be very useful to have…6 votes -
Tracking - "Add another option" at top of page
When you have a large number of Tracking category options and you wish to add another, you have to scroll heavily to get to the bottom of the list each time you wish to add another.
This is not time efficient. The option to add another tracking category option should be at the top of the page for simplicity and time management of the XERO user6 votes -
Projects - Increase maximum amount of digits allowed for Estimated Expense fields
Restricted to entering 9 digits before the decimal place in estimated expense unit price/total fields.
6 votes -
Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
6 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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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?
6 votes -
Tracking - Restrict categories and tracking combinations
Ability to restrict the 2nd category tracker to a 1st category item.
Eg - Category 1 is the property, Category 2 is the tenant.
When we have multiple properties in an entity it would be great to be able to restrict tenant category to only relate to the 1 property that the tenants are for. This would help to stop a mis-match of property/tenant.
6 votes
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