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I am currently sorting our operating expenses into separate projects for each financial year, and doing this bill by bill is very time-consuming. Being able to bulk assign bills into projects would be amazing!

This is an absolute must that the Xero team needs to prioritize...

In my opinion, the Projects module has so much potential with only a few tweaks (being able to bulk assign to a project being the first and foremost), but as of right now it is useless for my building company due to the painstaking amount of time needed to go through each transaction.

By not having this feature, you are essentially making it not viable for any service business model with a large quantity of transactions assigned to a customer. Being required to manually go into each transaction by clicking add details, then also type out each project within the line item is a colossal waste of time when I have 100-200+ COGS txns going out per project. I have instead had to use the tracking category column to essentially bypass projects, but now have a gap in reporting and cannot using the time tracking feature in Xero is clunky without creating a shell project then exporting everything in Excel to make that connection... this software is designed to simplify the process.

Xero Team, PLEASE look into this! This would be game changing for mid-sized builders, contractors, engineers, real estate operators etc. who share the same problem.

they should be able to add a feature similar to find and recode. projects is a paid addition anyway

Yes, I agree that Xero Projects should have a find and recode option to bulk assign bills. Its very time consuming to have to open each bill.

When reconciling transactions on Bank Reconciliation, there should be a separate drop down list to assign to a project instead of having to completely open a transaction just to reconcile it.

Bank Rules should also have an option to assign to a Project.

Projects as a whole needs a bit of work. Especially since it is a Paid addition. This is critical. Basically have to develop a whole procedure which defeats the purpose. Need to add search functions into "Expense from Bill" as well.

May i suggest utilising the Find and Recode function?

This is a function that happens easily enough in MYOB, so should not be that hard to do in Xero, surely?

Allocate Bills from suppliers (such as Bunnings or Bowens) to one master job, rather than needing to manually enter this against each line item.
This happens in MYOB and is very handy

In MYOB, when a bill is sent from a supplier (eg. Bunnings) to the inbox, when converting this from a draft to an "actual" bill, there is an ability to "code" the entire invoice to one particular job (eg. Job X).
Then you can go into the individual lines and re-allocate them to Job Y (if need be).
This initial "master job allocation" allocation saves times as then each line is allocated against Job X, rather than manually having to enter this information in on each line before approving the draft.

It's been over a year since I last commented on this Idea, and I'd still really really like to do this. Especially with all the bills and invoices that have been received, sent, and paid before Projects was enabled on a particular datafile. This would save me going through months of transactions to edit each one... by... one...

absolutely critical in order for Projects to work. I was expecting to go to add expense from project and be presented with a list of unassigned bills which i could then tick and add to a project. it is impracticable to open each bill and go through the clunky process that is required when you have hundreds of projects and even more bills. in addition another column to show the bill/invoice number AND reference is required so we can add job reference to bill when push into xero then search by that to add to project in bulk. current project facility only works if you are running a few projects with a tiny amount of bills. come on Xero - you can do better than this. it should be fairly easy to make this useful? will be cancelling projects sub asap if a fix or improvement isnt made available asap. current functionality is terrible.

The ability to assign to projects whilst using cash coding in the banking section would also save time.

This string has been going for 4 years. Please consider this idea asap. The workflow when using projects is not seamless. It is cumbersome and tome consuming.

We’ve reactivated Projects after 18 months away, expecting meaningful improvements. However, the continued lack of core functionality, especially the inability to bulk add bills, makes the module difficult to use in practice.

Without progress in areas like this, we’re likely to downgrade again. Is there a genuine intention within Xero to invest in and develop Projects further?

I have just migrated from Sage and now am facing manually assigning thousands of transactions to projects. Going forward I bulk-upload bills from certain suppliers and being able to bulk assign these bills to specific projects will save hours!

I'm so glad to see so much interest here! Please implement this feature asap. It will certainly improve and speed up the workfow for our project and finance team. Just one more thing, the feature on Hubdoc to assign to a project only makes it Billable to that project, not actually assigned to it, this is a waste of time, why not assign straight away.

Please can Xero introduce a built-in feature that allows bulk assignment of bills to projects? 🙏

At the moment, it’s incredibly time-consuming having to click through each individual bill to assign it to a project — especially when managing multiple sites or jobs.

It would be a huge time-saver if, when uploading invoices (either via Hubdoc or directly into Xero), we could select the project or site from a dropdown menu and have that automatically applied — or even assign multiple bills to a single project in one go.

Please, please make this happen ASAP — it would massively improve workflow for anyone managing several jobs or clients without having to rely on AI or manual re-entry.

Thanks!

Guys, this is super critical - we have numerous invoices going to different persons on the same project. we need to bulk import the invoices and assign projects instantly please

Absolutely critical, as we have clients who want every bill split in multiple project codes, and it is a very time consuming job to be done manually, prone to errors.

This is a no brainer; it should already be a feature of Xero. Please prioritize and expedite this feature. It's critical for my business.

This would be very helpful especially to import transactions from third party tools such as payment solutions and avoid to have to manually allocate them within each line of each bill.