162 results found
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Purchase orders - assign to projects.
Purchase orders - assign to projects. It would be great if purchase orders or each line item from a purchase order can be assigned to a project. This can then translate to the assigned bill when the relevant supplier submits their invoice for payment. It make sense that the PO amounts are captured in project reporting. At the moment, adding a estimated expense is a secondary process that leaves room for clerical errors.
5 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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Assign projects in Dext
Open your API to Dext so projects can be assigned to bills within Dext. The current situation whereby you can upload the bill from Dext but then need to go into Xero, locate the bill and assign it to a project, is simply unacceptable. I am using other accounts software for clients and I can assign projects within Dext without having the unecessary step of having to do so within the software.
4 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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filter by project in reports
Allow for xero reports to be filtered by projects.
For example, I would like to use the "Account Transactions" Report to show all of a certain account code in a month, and then have the option to filter by project.
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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timer
Project Timer - Please remember the task!
It would be great if the timer remembered the project and task I chose after starting the timer. I always choose the project and task, but when I come back to the app hours later to stop the timer, the timer is still running but it has forgotten the project and task I chose. So frustrating!
I used to use Toggl timer which always remembered what it was timing. Can this be changed? Cheers!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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Tracking category's
We recently tested the different user access options and every single one of them can add new tracking category's (obviously excluding read only).
1. We need to be able to limit who can add category's
2. There is no way to see who has added a category and when in the history reports or notesWhen running reports the system only allows 200 categorys but realistically cannot have more than 100 to 150 without crashing
1. when choosing the categories for a report you have to manually tick each box (so between 0 to 200 boxes ticked manually) which is…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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Microsoft Teams integration for simple, easy Xero Projects time entry
Microsoft Teams integration for simple Xero Projects time entry
Idea:
I’d like the ability to log time directly from Microsoft Teams without needing to open Xero.
Specifically, I want to:Open a Xero Projects tab (or app) within Teams
Select a project and task
Enter time worked (simple fields)
Save and immediately continue workingThis would make time tracking quick and seamless as part of the normal workday, especially for teams already working in Teams. It would reduce friction. I currently need to login to xero on phone or pc, do a one time passcode, navigate from projects to time…
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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Project BUDGETING for hiring not being hired
Project Budgeting & Quotes:
Add an Excel-style budgeting tool to track project goals versus actual spending. Include a side-by-side view to compare vendor quotes and manage project-based hiring costs.Smart Tagging System:
Implement a tagging system for all files (e.g., tagging a file as "Contract" and linking it to a "Project"). This will eliminate manual file sorting and allow us to quickly locate documents for specific projects.Integrated Contract View:
Ensure all project contracts are visible directly within the project dashboard.Staff Approvals:
Add a feature for staff to approve projects and hiring initiatives directly within the system to streamline…
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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Timesheet Filter
Timesheets - In the old timesheet menu we were able to select which payroll the timesheets related to so I could ensure all timesheets have been completed and see who had not even created a timesheet yet. I have been unable to do this in the new experience. Is this something that will be brought in the filter option 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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Projects Driven Calendar/Schedule
Now that you have projects as well fleshed out feature. Ability to view all projects in a calendar format would be unreal.
This way my team and I can visualise at a glance in the Projects app where we should be on what date.
Based on access level will then give you ability to "Edit" the project. Select the project in the calendar then press the plus button (Same action if you have opened a project like normal) then do all the actions, or even just a subset for quick updates.
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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estimated expense markup
Please allow % markup on Estimated Expense to apply to all expenses in that Estimate. It's is timeconsuming and cumbersome to have to go into each individual expense and assign the % markup
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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More than 10 tracking categories for Landlords
Currently for businesses there is a restriction to report 10 categories for landlords. I have landlords with more than 10 properties and who want to report by property but the MTD submission won't allow more than 10.
Please can this be increased for landlords with a large property portfolio1 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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Moving task lines in a project into a different order
Can we have the ability to move task line to a different space...eg if i want to reorder the way job stages come in to the project. Sometimes if they get added in later than how they come across from our other program we want the ability to move that task line up to the top.
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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product minimum order quantities
Hi
So with Pastel you could insert the minimum quantities into the system and when you book out products when you invoice a client the system would have a automatic pop up informing you that your product qty is below the minimum order qty you have set. Please can you bring in this function. It is very time consuming for us to have to export sheets of data and to review all the products from Xero exported sheet to my excel sheets.
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.
16 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.
13 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…10 votes -
Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
60 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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9 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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Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
6 votes -
Tracking - Sub-category under options
Can we please add the ability to set up a sub-category under category options?
For instance, we have already tracking categories by store locations (i.e. Loc 1, Loc 2, Loc 3). However, we need to have a sub-category per Deputy's area (i.e. FOH, BOH) under the store locations.
Category option: Loc 1 (Store Location)
Sub-category option: FOH, BOH (Area)If we could set up a sub-category under tracking options, that would be great. Thank you!
28 votes
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