188 results found
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Quick add
When a quote has been accepted, instead of then having to go to Projects to make a new project would be more efficient to then have so you can turn the project into a project from the quote.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
25 votesThanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
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Projects - Available in standard reporting
It would be incredibly helpful if we could have project names available as a column option in standard financial reports. This is something we currently have to add manually into the reports we run monthly.
2 votesHi Polina, thanks for highlighting this idea. We can see how having Xero Projects data available within standard reports could make it easier to analyse financial performance without needing to switch between different reports.
While Projects data isn't currently available as a reporting filter in standard financial reports, using Tracking Categories alongside your projects can help if you need project-based reporting within reports like the Profit & Loss.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or project metrics you'd like to see supported, let us know so we can capture those use cases too.
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Projects - Add Estimated Income Feature
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
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11 votesHi Jalal, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently the way to view to profit is to add columns for both Gross Profit and % Profit to the Project Details and Summary reports.We've moved this idea to gain more support from the community. We'll watch it closely for more traction. In the meantime, you can share this idea with your peers who might want to see this feature in Xero as well.
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Xero Projects - Ability to link Tracking category in Project tasks
It would be great if cost codes or tasks automatically linked to a job once they’re assigned to a customer or project. At the moment, you have to assign the task and then separately select the job from the tracking dropdown, which feels like duplicating the same step. Ideally, once a cost code or task is assigned to a customer or project, it would automatically populate and link in the tracking section. This would streamline the workflow and reduce the chance of mis-entering or incorrectly assigning information.
4 votesHi Ryan thanks for raising this with us. We appreciate the need for a Tracking option within the Projects space. While this is not available currently we will open this up fro the community so they can add their vote. Did you know if you've set up tracking categories, you can assign a category to use for the contact's transactions from the contact default section?
When you create a new transaction, click in the tracking field and the assigned category will populate (you don't need to select it from the list). You can refer to the subheading Default Settings here .Cheers!
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projects need automatic numbering
projects need automatic numbering for job numbers
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Add task categories and sub-tasks
Title: Add the ability to allocate tasks under major project categories (e.g., Direct, Indirect) and create sub-tasks in Xero Projects for better project summary management
Description: Currently, in Xero Projects, there is no option to allocate tasks under broader categories (such as Direct, Indirect) or create sub-tasks within a project. This limits the ability to organize and simplify project summaries, especially for larger projects with multiple facets.
A more efficient way to manage complex projects would be to:
Allocate tasks under major project categories like "Direct" (e.g., Manufacturing, Certification & Testing), "Indirect" (e.g., Design, Development), and Other" (e.g., Client Engagement,…
41 votesThanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
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Projects - Allow access to view profitability without admin user role.
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??16 votesHey Rebecca, thanks for your engagement and for sharing this detailed suggestion about user permissions in Xero Projects.
We've reviewed your idea to allow users to view project profitability without needing the full admin user role, and it can now gain support from other community members. We understand the need for team members to keep track of a project's performance, and why granting full admin access isn't always suitable.
Along with votes, others can now comment to share additional detail about how this more granular user role would improve their project management and empower their teams. 🙂
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Project costs totalled by individual suppliers
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Project Cost Total for each Supplier
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Invoices created in projects under User name not System Generated
Invoices created by the Projects API show in Xero accounting as "System Generated" therefore the user that created the invoice in projects cannot see the invoice or quote if they have Invoice Only + Draft.
Xero is missing just a key user level - where account managers can see and manage sales invoices, but can't delete or edit. Projects seems a good way around this limitation, but the inability to see invoices kills that.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects - Automatically pull the Inventory Item / Product description into project invoices
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…
1 voteThanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
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Projects - Add "item" to task as a master task and break it down on invoice
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
2 votesHi Joshua, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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I understand you'd like to view your in progress projects sorted by project name rather than by contact, especially since you have multiple
I understand you'd like to view your in progress projects sorted by project name rather than by contact, especially since you have multiple projects for the same client.
Unfortunately, there isn't a setting in Xero Projects that allows you to change how the project list is sorted or displayed. The project list view doesn't currently have customisable columns or sort options like some other areas of Xero (such as purchase orders).
At the moment, Xero Projects organises projects by status (Draft, In progress, and Closed), but you can't change the primary display field from contact to project name or customise…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects - Ensure transactions generated from a project inherit the contacts' tax default
Creating a quote or an invoice from within Projects should respect the same rules for default tax rate that creating one from scratch does, as set out in this article:
https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-workBoth quotes and invoices created from Projects ignore the contact "Sales GST" field and revert to the account default.
If the project uses "product or service" item codes with tax rates set, then quotes correctly respect the item tax rate (but still ignore the contact tax rate). An invoice created from Projects ignores both the item tax rate and the contact tax rate.
For example, I have a "With…
1 voteHi Jason, thanks for your feedback on this. We can appreciate how having Projects inherit the default sales tax settings from a contact could make invoicing more efficient and help avoid manual changes before sending invoices or quotes.
I've moved this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, please add your vote and let us know how this would fit into your day-to-day process.
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Projects - Allow limited-access users to add expenses
we are currently setting up our company so that all employees use projects to keep track of time entries.
however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?11 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We also noticed that your original idea contained two suggestions. We've split these up so that each idea can gain support individually. You can view updates for the other idea here: Projects - Allow assigning employee groups to projects.
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Projects - import new project & information
I would like a solution to be able to import a list of projects. ie project number, client name, project description. It is very time consuming to setup projects individually one by one. Would be much easier if I could create an excel listing, convert to csv and import to xero
3 votesThanks for raising a request for a bulk project import tool in Xero Projects Kesini. Feedback like this helps our product team understand where bulk tools would save the most time, so thank you for taking the time to share it. We'll move this idea to gain more support from the community and keep you posted here.
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Projects - Make "Time Credit" feature available in projects
Time adjustments or credits within a Project | Time entries in Projects works well and it makes sense that a time entry is locked once it is invoiced. However we regularly need to make adjustments for situations like (a) incorrect entries, e.g. billing time on a public holiday not worked, that we want to credit back against the invoice or (b) moving time between tasks within a project. I understand that Practice Manager has a "Time Credit" feature that may be suitableto this need if it could be made available in Projects. If not we need something like a manual…
2 votesHi Mike, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Cheers
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Projects - when adding estimated tasks, enable there to be a quanitity section when selecting the fixed price items
When adding estimated tasks onto a project , add a quanitity section when selecting the fixed price items.
Some tasks for example like quoting for installation of boards per m2, we have the price per m2 set up as a code, so it would be useful to then be able to easily adjust the quanity required to get a revised sell / cost.
You currently have to calculate what the sell price would be and manually override the fixed charge. This however removes the visbility of how much quantity you want (unless you then edit the text) it also makes…1 voteIt's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
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Projects - Customisable Project Report Layouts
Enable editing and saving as custom of project reports as one can with other reports
11 votesWe appreciate you sharing your idea and letting us know what matters most to you!
Your suggestion has been reviewed and is now live for community support. Be sure to share it with your colleagues so they can add their votes and comments on how it would benefit them.
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