9 results found
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Projects - Daily task fixed price
We choose to bill some of our project customers by the day and not by the hour.
Can we have a daily task option. Currently we have a task called Day rate which we have to bill 1 hour per day which looks wrong on the invoices
1 voteThanks so much for sharing this idea about using a daily rate in Xero Projects.
Right now there are some workarounds we can use so that the invoice doesn’t appear to be charging an hourly rate.
Because the best option depends on how you bill your clients and how your projects are set up, we’ll need you to raise a case with Xero Support so one of our Projects specialists can look at your organisation and walk you through the most suitable approach.
We’ve also shared your feedback with our product team so they can consider this as we continue to improve Xero Projects.
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Projects - Create a report that includes a breakdown of suppliers invoices
Looking for a report under a project where I can have a breakdown of all invoices with dates and gross total paid for a specific supplier - I've been told this is not available and yet all the information is in the system but no report available
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Projects - See all unpaid bills linked to a Project invoice
When I assign supplier invoices to a project then charge the client those amounts and get paid, at the moment to then go and pay those supplier invoices after being payed by the client I have to note down all the invoice numbers then go into bills to pay and find all the invoices to create a batch payment. it would be helpful to be able to pay the bills attached to the invoice through the project tab or even be able to select an invoice in the bills tab and have it show all the bills attached to that…
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Projects - Notify users when assigned to a Project
The ability to notify (possibly by email) a user when they have been assigned to a project so they are aware they can start working on that project.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Projects Invoicing - Show total time entries per employee
Invoice in Projects - ability to combine time entries of employees to show total hours per employee
At the moment when you create an invoice in Projects, all the individual time entries are shown which can be 2-3 pages long. It would be great to have an option to combine all time entries per employee over a selected period so that the invoice doesn't have to be 2-3 pages long showing time entries done by each employee when all we need is one line item per each employee.
1 voteHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much support within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Projects - Pre-set task in time entry for projects with a single task
Most of my projects just have one task, so when I go and create a time entry for a project with a single task, it would be great if the task was already set.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Projects: Input historical invoices and expenses
Xero Project Module
we are currently using Xero Project module.
the duration of each project is around 3 years.I need to have an interface that allows me to input the sales invoices issued, purchases & expenses related to this project in the last 2 Financial years.
I need to track the profitability of this particular project that will be a duration of over 3 years
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Xero Projects - View transaction contact and date from project tabs
It would be useful to see the Date and Contact Name associated with each invoice and expense that is shown in Projects, rather than clicking to view each one each time.
This is particularly important now that we have realised that those with Projects access but not Standard User access to Xero cannot view the invoices or expenses to see that detail.
2 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Projects - Ability to assign time entries from Outlook
Ability to assign appointments from outlook into projects as time entries. Narrative of work completed could be put in the appointment and then assigned to the project. The colour of the appointment in outlook would change colour to show its been assigned.
5 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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