8 results found
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Add notes and image file to Projects
Ability to add notes and image files to Projects
31 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.
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Allow projects reporting to show project costs split by nominal codes
I need to create a report per project which shows the total costs split into nominal codes. I do not want to also use tracking - duplication of work.
Project reporting is extremely limited on Xero
26 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.
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Projects: search and sort by start date.
Add the ability to enter a start date for the project. Then add the ability to sort the list in date order rather than name.
17 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.
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departments to match specific budgets
It would be useful for the AI tool or even just a standard report to check if Department matched Budget. E.g. we have a Central department and all Central budgets start with Central. E.g Central: Stationery, Central: Web services. Or alternatively Xero to automatically allocate all Stationery purchases to Central Dept.
3 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.
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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!
2 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.
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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 voteHi 👋 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.
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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 voteHi 👋 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.
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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 voteHi 👋 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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