Projects - Ability to assign expenses to individual tasks
It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)
Something along the line of:
when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.
Matthew White
shared this idea
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Mila Bilousova
commented
…to assign expenses, including purchase invoices and expense claims, to specific tasks within projects rather than grouping them all together.
The purpose of this is to gain a better overview and to organize expenses based on individual tasks.
The Project module in Business Central 365 is built in a very efficient way, and some of its simple features could be applied in Xero to give users a better overview of hours and expenses within projects — including those spent, to be invoiced, and already invoiced.
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Jo Lassey
commented
Agreed. this is crucial to our reporting and we are still having to do it manually.
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Tony Commisso
commented
I find there is also a need to look at how a Credit Note against an invoice is handled. Whilst the invoice is reduced in Receivables and the CN is included in Invoices tab in projects, the task that was billed is not reduced.