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Projects - Assign bills to closed Projects

As an event company, we often receive bills months after the original project is "complete". I wish I could assign costs to "complete" projects the same way that I can assign invoices to "complete" projects.

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Leah McVeigh shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.

Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.

Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.

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  • Steve Gardner commented  ·   ·  Report

    Add a new project status before closed where you can still allocate bills, issue invoices and credit notes but is closed for all time entry. This allows a period of time for all project finances to be completed after all the work has be done.

  • Jenny Maguire commented  ·   ·  Report

    I agree, it would be great to be able to assign bills to closed projects, we often receive invoices for remedial work after the project has been delivered, the in progress screen gets pretty full and confusing if multiple users are looking at projects for different info.

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    I just reopen projects add the bill then close it back out.
    Being able to always add bills to projects could cause a lot of issues and mistakes especially when that project is actually not supposed to have the bill charged to it.

  • Leah McVeigh commented  ·   ·  Report

    The work flow is this:

    June 1 - project begins
    June 10 - project is complete
    July 1 - receive a bill from a vendor for closed project. At this point if the project is marked closed it is IMPOSSIBLE to enter a bill and assign it to a closed a project.

    That is unhelpful. I would like to be able to assign bills to closed projects, the same you can create an invoice and assign it to a closed project.