24 results found
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Projects - Description field when adding an Expense
It would be useful if when manually adding an expense to a project, there could be a description box available as well as entering the expense name. We sometimes need to elaborate on those costs for the numerous people looking at that expense but there is no-where to put this information unless it's added to the expense name.
3 votesHi Nicola, really appreciate you taking the time to share this idea. Right now, the only place to add detail when recording an expense in a project is the Expense Name field, which is limited to 100 characters. You can consider this as a workaround to include a short description with the title— but we know that it’s not an ideal solution when you need to provide more context or add a professional level of detail.
This idea is now in the Gaining Support stage. If you’ve found creative ways to work around this or have thoughts on what a proper description field should include, we’d love to hear them. The more insight we get from real workflows, the more helpful it is in shaping future updates.
We look forward to seeing more discussions on this idea.
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Projects - Improve the add time workflow for employees with limited access.
For time tracking against projects it would be really useful if employees with limited access could add time in the same way an admin can via a drop down (rather than clicking in to the project first - which is more time-consuming)
1 voteHi Lucy, thanks for your engagement and for highlighting this improvement for the time tracking workflow in Xero Projects.
We've reviewed your idea to allow employees with limited access to add time via a dropdown menu, similar to the admin experience. It's now open to gain support from other community members. We can definitely see how making this process quicker and more direct would be a huge help for team members.
Along with votes, others can now comment to share more details on how this streamlined workflow would improve the time tracking experience for their teams.🙂
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Navigation - Add Projects to the Quick + link
ADD PROJECT TO THE QUICK +
4 votesHi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
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Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
16 votesAppreciate wanting a quick method for adding a project to a transaction when reconciling.
For the time being we're continuing to keep an eye on the interest for this here.
If there are any updates we'll be sure to let you all know on this idea.
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