Projects & tracking

6 results found

1. Create a project from an accepted quote

   Once a quote has been accepted, it should be able to create a project that can track the expenses and labour related to that quote/invoice.

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   1 comment  ·  Projects  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

2. project naming

   Here’s a clearer version you could use as a Xero feature request:
   It would be really helpful if Projects could be filtered or sorted properly by Project Name.
   We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
   This makes it quite difficult to quickly determine what the next available project number should be.
   Ideally, we would like to be able to either:
   Sort Project Names numerically from highest to lowest or lowest to highest; or

   Filter/search Projects based specifically on the Project Name.

   This would make managing sequential project numbering considerably easier, particularly for businesses with a large number of projects.

   Here’s a clearer version you could use as a Xero feature request:
   It would be really helpful if Projects could be filtered or sorted properly by Project Name.
   We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
   This makes it quite difficult to quickly determine what the next available project number should be.… more

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

3. general category for MTD for ITSA

   We have several clients with many tracking categories, meaning that eg the monthly Xero subscription we have to split 6 ways, which is very tedious and time consuming. Could we use a general category which would automatically split equally between the amount of other tracking categories

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   1 comment  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

4. Pop-out window for new time-entry time tracking

   It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.

   2 votes

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

5. bulk-edit function for Project expenses

   Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.

   I would like to request a bulk-edit function for Project expenses.

   I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.

   This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to bills.
   Please could Xero add either:

   A bulk edit option allowing multiple project expenses to be changed to Non-chargeable at once; and/or

   A project-level default so that all expenses added to a particular project are automatically marked as Non-chargeable.

   Ideally, the Projects expense list should have a checkbox/select-all function with bulk actions such as Change charge type → Non-chargeable.

   This would save a significant amount of administrative time and seems like a fairly straightforward feature that would be very useful for businesses managing large projects.

   Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.

   I would like to request a bulk-edit function for Project expenses.

   I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.

   This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to… more

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂

6. Add ability to change the order of Tasks, so that later Tasks added can be grouped more logically rather than appear at thwith their earlier

   Our clients may request a sub-division of work by sites (we use Tasks for this) and its very likely we will be adding further subdivisions of work for each site as we move through the year. Currently the most recent tasks set up show at the bottom of the Tasks list. It would be very helpful to have the facility to reorder these Tasks, to group them as we wish and make viewing activity on jobs a lot easier.

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   0 comments  ·  Projects  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 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 🙂