16 results found
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More detailed reporting to include Supplier/contractors name and the facility to report a breakdown by nominal codes/ expense type
Within the project costing reports they need to show at least the Supplier/Contractor name and the date would be useful. A report containing just a description and cost is not useful, when it doesn't even show a company name it relates to.
This would then allow to extract into Excel and sort as we need to know the project spend by supplier/contractor per job.
Also there needs to be the option to analyse these reports out further by expense type or nominal code, to see the actual spend broken into categories/type per job. All these facilities were a standard feature…
9 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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change order
Would like the ability to track changes to the estimated project amount over the course of the project as "Change Orders." This should allow for the following data points: date, description, positive or negative changes to the original estimate, calculate the new project total. The ability to notify project assignees and request approval from the client.
8 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 - Add a due date to tasks
When using projects, it would be great if you could add Deadline Dates to the tasks assigned to the project. This would be helpful in tracking tasks that need to be done. I know there is this option when adding a project, but many of the projects I add are for a whole year and then I add tasks for each month. I would like to be able to track all projects and tasks based on a deadline date.
8 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 Notes - Track to Estimate
It would be great if you could add notes to the specific estimated expense. When adding costs via 'track to estimate', it would be helpful to note reminders or notes to confirm elements are a variation/ or why the package has overspent. As opposed to adding more tracked expense. Even if it was a pop out on the Tasks and Expenses screen.
7 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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Xero Projects Full Integration with Xero Payroll
Xero Projects Full Integration with Xero Payroll
Idea Summary:
Enable Xero Payroll (Coming later this year) to natively use approved time entered in Xero Projects for payroll processing, just as Projects time is already used for client invoicing.Problem:
Currently, time entered in Xero Projects cannot flow into Gusto (or future Xero Payroll). Teams must re-enter time or rely on external payroll systems, creating duplicate work, errors, and reconciliation overhead. This makes processing payroll today (Gusto, Paychex, ADP) feel disconnected from the rest of the Xero ecosystem.Proposed Solution:
Allow Xero Payroll (coming later this year) to pull approved project…6 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 – Add a Site Address field
Ability to add a "Site Address" for the project. I have clients who are landscapers or in the construction industry and may have one client with multiple projects that each have a different location.
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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Simple scheduling calender
Basically calendar to add draft invoices to, to use as a job scheduling calendar.
Add draft invoices/job to a date add basic detail to the schedule day and it saves the detail in the description row on invoice with the date.
Each time you add an invoice to a date and you add detail it adds new row with simple details
Once finished you finalize draft invoice as normal.
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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discounting
In the projects area, the expenses area lists expenses at their original cost and doesn't include the discount given by that supplier. This means the expenses shown for the project aren't actually reflective of the true cost of the project.
There are currently no reports that allow you to see the company expenses, with discount, filtered by project so i can't actually report on the GP and net profit of a project without the painstaking process of clicking into every expense to find out the ACTUAL cost to the company less the discount given. We have suppliers who give up…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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Able to pay multiple payment on 1 invoice - adding payment lines to 1 invoice
Hi All, I am billed in advance for a storage facility which i break down into 4 payment per invoice. 1. I am not able to allocate these payments to an invoice unless I add them individually 2. I have to navigate each time back thru the whole process of billing, then locating the bill each time amongst the unpaid bills opening this then entering 1 payment and then having to navigate back thru the whole process again. I pay a lot of my bills weekly and broken down into smaller payments so being able to add the payments to…
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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Tracking certificate insurance expiration and prevent bill from being submitted if COI is expired
Certificate insurance is a big part of our company's operation. Xero needs to include a mandatory compliance option for companies to implement. When a compliance requirement, e.g., a certificate of insurance, is due to expire in 30 days, the system should prevent bills from being submitted for payment until compliance is met.
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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tracking category in sales invoice screen
When you need to create a new tracking option in the sales invoice screen, you have to search for it again after you have just created it.
This used to work where it would keep the tracking option you just created but now you have to then search for it to select it again. Doubling up.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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UK payroll - Recording timesheet entries
There is currently a start and end option, but could this be replaced with a date range option instead? It can take around 10–15 minutes to enter a single week of billing as each day has to be posted individually, and employees can’t clearly see which days they’ve already entered, increasing the risk of errors.
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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import a list of projects
I would like a solution to be able to import a list of projects. ie project number, client name, project description. It is very time consuming to setup projects individually one by one. Would be much easier if I could create an excel listing, convert to csv and import to xero
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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Vat showing on projects overview and cost to you
Hi, it would be really helpful if there were an option to show VAT reflected.
Currently, there is no setting in Xero Projects to display VAT-inclusive costs or VAT amounts directly in the project overview or reports.
Could the option be available, please, so we can get a true reflection on costs?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 link Tracking category in Project tasks
It would be great if cost codes or tasks automatically linked to a job once they’re assigned to a customer or project. At the moment, you have to assign the task and then separately select the job from the tracking dropdown, which feels like duplicating the same step. Ideally, once a cost code or task is assigned to a customer or project, it would automatically populate and link in the tracking section. This would streamline the workflow and reduce the chance of mis-entering or incorrectly assigning information.
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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Export Time entries: CSV and PDF
Often I have to send my customers a short report about the timeentries and how much is left. Right now I'm doing a screenshot with the gofullpage extension. Sometimes import the PDF to chatgpt to get a actual sheet. Would be great to have an export button on the time tab of a project.
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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