184 results found
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Projects - Show to-be-invoiced amount on the Projects homepage
It would be so helpful to have a column on the Projects homepage showing the to-be-invoiced-amount. Currently it shows the total Time and Expensese amount.
Because we have so many projects on the go, your reports do not work (too much information to process) so the only way to know if a project has time/expense un-invoiced is to open every one of them and check.
Very time consuming and frustrating! Not very 'smart'.
9 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to Convert an Estimated Expense to an actual Expense
Add a button to move an estimated expense to become an actual expense. Would save time having to copy and paste the description. Add ability to amend final cost.
6 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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calendar
i just want to use one app for everything, a calendar view to see what i have booked in would be very useful. at the moment i don't get the best use out of xero i'm running my business of multiple apps putting a calendar in xero would mean i can run the business directly from the xero platform
we have quoting, invoicing we have the ability to take payments through the app on-site but i barely do any of that within xero because its lacking a calendar.
there is no point in having "projects" without a calendar to quickly…
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Create a budget feature, to allow users to create a budget for a specific project, and allow users to run that budget alongside the wonderfu
Create a budget feature, to allow users to create a budget for a specific project, and allow users to run that budget alongside the wonderful Xero, it will save time for users, I am currently creating a spreadsheet with the budget, and entering everything separately into Xero, saves double handling.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add "item" to job
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - when adding estimated tasks, enable there to be a quanitity section when selecting the fixed price items
When adding estimated tasks onto a project , add a quanitity section when selecting the fixed price items.
Some tasks for example like quoting for installation of boards per m2, we have the price per m2 set up as a code, so it would be useful to then be able to easily adjust the quanity required to get a revised sell / cost.
You currently have to calculate what the sell price would be and manually override the fixed charge. This however removes the visbility of how much quantity you want (unless you then edit the text) it also makes…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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time costs against projects
It would be useful to be able to set up employees with an hourly rate so that a cost can be assigned against a project when they record their time.
From what I understand, is not possible to do this at the moment and projects do not show the true cost.
Maybe there is a way to integrate this with time recording on payroll?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects
Day Rate
It would be great if we can use a day rate when creating an invoice for a project. At the moment, the rate is hourly and when an invoice is created it shows that total hours in quantity and the rate per hour; which is a bit confusing for clients who agreed on a day rate. Therefore, having the day rate and quantity as the number of days would be helpful.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Sync with Google tasks
Would love to have the contact list sync with Google tasks.
None of the CRM softwares out there have a calendar that works as well as Google Tasks.
My only problem is that I have to type in the address and contact info for every single job, and there is room for input error here.
I would love to be able to start making a task in Google Tasks, and be able to type in the customer name and have the info populate automatically.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Labour Days Tracking in Projects
It would be so helpful to have the ability to track labor days in projects. Our company has both a financial budget and labour day budget. The labour day budget basically represents how much labour is incorporated with in the financial budget of the project. And for reference 1 labour day is 1 person for an 8-hour day. Also, if there was a way this could be linked to payroll data.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add chart of account to a project task.
Add chart of account to a project task.
We have a lot of small task entries which need to appear on the invoice to a customer. The tasks (remote support / h) have a unique account (208 - remote support). When we make the invoice we have to adjust ever line item to the right account. Can this not be automated by assigning the account to the task type?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Export data with tracking categories split into columns
Add an option to export accounting data with tracking categories split into separate lines instead of combined in one field.
This would make exports much easier to use in other software, reduce manual data cleanup, and support clients who need to import Xero data into reporting tools or different accounting systems.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow Project Items to be Ticked in One Go
On the project tab where expenses are tracked, I have multiple items that have been delivered to a site. Currently, I have to enter every single item as invoiced. My sites have multiple units, each unit can have 20 items and every single one has to be marked as invoiced in order to gain accurate reporting. Surely, there can be a single button to mark all items as invoiced; in exactly the same way as an invoice can be attributed to a project. Please!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Assigning sub-contractor paid bills to tasks in Projects
Assigning sub-contractor paid bills to tasks in Projects
Hi , there is currently an option to assign incoming bills to specified projects, which works well for our subcontractors.
There is also an option(drop tab) once each bill is in the project to assign the bill to specific tasks; but this option does not work (unable to click to tasks).
Please make this option work, as currently adding bills to our projects places the project over budget, and confuses the invoicing process.
Being able to apply each paid subcontractor bill to specific tasks will be a game changer for us.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Projects - Ability to Group Tasks when invoicing
It would be so helpful if when it comes to invoicing, like estimated expenses, you could group Tasks. So that there is just one line item on the invoice.
Staff have multiple labour charge out rates depending on what type of job they are doing, so record their time to multiple tasks. But we only want to show one total Labour cost on the invoice.
The current workaround is to bring through up to 15 lines from the Tasks, manually calculate the total, and remove the additional lines - which then loses the tracking on what has been invoiced.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Access Tracking Categories under Accounting Menu
Please add a Tracking Categories shortcut in the Accounting menu, under Accounting Tools (like Chart of Accounts, Manual Journals, etc are). As a charity we use Tracking Categories all the time, for branches of work and for funds and grants, and it is frustrating to have several more steps to access now. Thank you!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow partial / manual allocation of available deposit credits in Projects module
In Xero Projects, when a deposit has been invoiced (eg via the deposit option in the Projects invoicing workflow), the "available credit" shows in the Projects UI.
However, when raising subsequent progress invoices (eg for tasks/expenses), the "Apply credit deposit" checkbox is all-or-nothing - it applies the full available credit or none. There's no option to manually enter or select a partial amount from the deposit/credit balance to apply to the current invoice.
Requested enhancements:
- In the Projects "New Invoice" screen, replace or supplement the binary "Apply credit deposit" checkbox with a field to enter/select a partial amount from…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Add Description/Comment field for tracking categories
It would be helpful if you could add a description or comment field to tracking categories. This would allow us to add keep category names concise and then add more information to in the description field so that we can describe things like how it is used, start and end dates for event tracking etc.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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.
15 votes
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