Fix link between Product/service list and Xero Projects
I noticed that invoice PDFs sent to customers were displaying the item name rather than the curated description for customer viewing, and I learned the product/service list and Xero Projects are NOT integrated.
When I raised this concern with support, I was told that this is a known limitation within Project invoicing; When creating an invoice from a project with assigned tasks/expenses, Xero does NOT pull the product description, only the name.
I was advised to create an invoice outside of the project, and assign the line items to the project but this is a major waste of time. As jobs are done, expenses get added to the project, and a "tasks and expenses invoice" is created once the job is complete.
To do whats been recomended, would mean entering information twice (once in the porject to track the expense, then again on the invoice line which then has to be linked) and would result in duplicate information being shown. The other option is go to and mark each expense as "invoiced" within the project, but again, it is a major waste of time.
Considering we are paying a base fee plus a per user fee, I am extremely disappointed to be told various ways to waste my time rather than hear a commitment that the problem being fixed.
Please fix this integration, it negatively impacts how we appear as a business to customers.
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