Assigning sub-contractor paid bills to tasks in Projects
Assigning sub-contractor paid bills to tasks in Projects
Hi , there is currently an option to assign incoming bills to specified projects, which works well for our subcontractors.
There is also an option(drop tab) once each bill is in the project to assign the bill to specific tasks; but this option does not work (unable to click to tasks).
Please make this option work, as currently adding bills to our projects places the project over budget, and confuses the invoicing process.
Being able to apply each paid subcontractor bill to specific tasks will be a game changer for us.
Rebecca Chalker
shared this idea
Thanks for explaining this so clearly Rebecca. I can see how important it would be to allocate those bill costs more accurately within your project, especially when it affects your budget view and invoicing workflow.
At this stage, the best next step would be to raise a case with Xero Support so we can take a closer look at what’s happening in your organisation and confirm whether this is expected behaviour or something that needs further investigation.
When you contact Support, it would help to include:
- the name of the project affected
- an example bill
- a screenshot or screen recording showing the task dropdown not working
- the browser and device you’re using
That extra detail will help our team investigate this more thoroughly.
Thanks again for taking the time to share the feedback.
