Projects & tracking

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1. Having the ability to add invoices manually on projects without the requirement of an existing quote or invoice.

   In Xero projects, we can add expenses manually, but manual invoicing requires an existing quote or invoice. I think there should be an 'add sales invoice' option so we can get a clear picture and track expected profits if there are delays or issues with processing of invoices on our end.

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   0 comments  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminSonal Pamnani (Admin, Xero) responded

   Hi Talia thanks for sharing your idea here. There are multiple types of invoices that can be created for projects. We'd recommend referring to this article as it goes into details of how invoicing works with projects. If you require further support with this, please feel free to raise a case with our Xero support team.

2. More than 4 classes

   I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.

   At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal to move this to Reckon and apportion across the many cost-centres, which, as you can imagine, is quite time-consuming.

   I work for an organisation that manages multi-millions in the public sector, and everyone in the team wants to move to Xero; unfortunately, with the nature of our finances, we need many cost-centres to sort the finances relating to each program. If Xero had the option of more than 4 cost-centres, say up to 50, then we would move to Xero in a heartbeat.

   At present we use Reckon as it allows for unlimited cost-centres, as this is the main feature we absolutely need for running our finances. We also use Xero for payroll but then do a manual journal… more

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   0 comments  ·  Tracking categories  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sydnee, we'll shifty your post here to existing functionality - As noted in my last update you could use one Tracking Category for Cost Centres, and list each of your cost centres as a separate Tracking option.

   You can have up to 100 options within a single Tracking category. 🙂