65 results found
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Projects - Bulk-edit expense chargeability status or set project-level expense defaults
Please add a bulk-edit function for Project expenses, allowing multiple expenses to be changed from chargeable/markup to non-chargeable at once, or set a project-wide default. This would save significant time.
I would like to request a bulk-edit function for Project expenses.
I have a large number of expenses assigned to a project which are not chargeable to the client. At the moment, each expense has to be opened individually and the Charge field changed from % markup/chargeable to Non-chargeable, then saved.
This is extremely time-consuming when dealing with a large number of expenses, particularly where the expenses are linked to…
4 votesThanks for sharing this idea, Gemma. We understand the request to bulk-edit expense chargeability or set a project-level default. This could make managing large volumes of project expenses much more efficient.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share which approach you’d find most useful.
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Smart Document Capture – Assign line-item costs to a Xero Project during document review
I’m very surprised that the ability to assign a cost to a Xero Project has not been included in Smart Document Capture from the outset, particularly as this functionality is already available when publishing transactions through Hubdoc.
Smart Document Capture is supposed to make document processing quicker and more efficient, but removing functionality that users already have in Hubdoc actually makes the workflow more cumbersome.
At present, I can review and code a document in Smart Capture and create the transaction, but if the cost relates to a Project, I then have to leave Smart Capture, find the newly created…
2 votesHi Monica, appreciate you raising this idea. The main request here is to have an Assign to Project field available in Smart Document Capture, so project-related costs can be allocated before the document is published.
I’ve moved this to Gaining Support so we can continue gathering feedback. Would you prefer to assign the whole bill to a project or select a project for individual line items?
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Projects - Ability to Convert an Estimated Expense to an actual Expense
Add a button to move an estimated expense to become an actual expense. Would save time having to copy and paste the description. Add ability to amend final cost.
10 votes✨ Hi everyone,
Thanks for bringing this idea to us and for sharing how being able to move an estimated expense to an actual expense, while updating the final cost, could save time when working in Projects.
We've reviewed your idea and moved it to Gaining Support, so it's now open for other community members to vote on and add comments.
The extra detail shared here helps our product team better understand the impact this could have on your workflow, and we'll be sure to update this thread if there's any progress to share.
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Projects - Layout and alignment improvements for spent vs estimated metrics on project summary page
I would appreciate if the project summary would align better: everything is right-aligned so the bar graphs all start in a different spot. (Numbers fudged).
I would like the budget (ie: the estimate) to be right next to the "spent" number so that I can clearly see how over or under the project currently is. Right now, the estimate number is tiny and hidden to the left underneath the project name which makes it very unuseful for comparison – the eye has to dart between the far left side and the far right side.
Also, it's not really a project…
2 votesWe understand the request for spent and estimated figures to be better aligned on the Projects listing page. This could make it easier to compare actual costs against estimates without scanning across the page.
I’ve moved this to Gaining Support so we can continue gathering feedback. What layout or positioning would make these figures easiest for you to review?
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Xero Projects - Show calendar view
i just want to use one app for everything, a calendar view to see what i have booked in would be very useful. at the moment i don't get the best use out of xero i'm running my business of multiple apps putting a calendar in xero would mean i can run the business directly from the xero platform
we have quoting, invoicing we have the ability to take payments through the app on-site but i barely do any of that within xero because its lacking a calendar.
there is no point in having "projects" without a calendar to quickly…
6 votesAppreciate the feedback here team, we're moving this idea to gain more support from the team. In the meantime, feel free to share this idea with other users and colleagues who might find this idea helpful. They can add their votes for wider visibility. Cheers
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Projects - Sort and filter project list numerically by Project Name
Here’s a clearer version you could use as a Xero feature request:
It would be really helpful if Projects could be filtered or sorted properly by Project Name.
We use sequential numbers as our project names, and we are now well over project number 10,000. At the moment, Xero appears to sort the project names as text rather than numerically. This means that projects beginning with “1” are grouped together, so newer project numbers such as 10,000+ can appear before much older project numbers.
This makes it quite difficult to quickly determine what the next available project number should be.…3 votesHi Linda, thanks for sharing this feedback. We understand the request to sort Project Names numerically, particularly when using sequential project numbers. This could make it easier to find projects and identify the next available number.
We’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how this would help your workflow.
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Projects - Custom project's status flags
It would be great to be able to flag Projects that the customer is a bad payer or to just state the project is on Hold or Do not do any more work - to be able to add a comment field that will display on the project main page, and maybe this is asking way too much but on the report to flag that project too - either with a little flag or comment icon so that you know at a glance there is something to be aware of.
2 votesThanks for highlighting this improvement, Ilse. We understand the request to add project flags that can communicate warnings or special instructions to the wider team.
A visible indicator on the Projects list could help teams quickly identify projects that need attention and reduce the chance of work continuing when a project is on hold.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this could be useful, add your vote and let us know which flags or warnings you’d want to see.
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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…
4 votesHi 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 - Slider bar to show invoice/uninvoiced
It would be great to have the slider bars in that shows the project estimates on the Projects in progress dashboard, to be able to show what has been invoiced and what is still to be invoiced just like the slider shows when you have over invoiced on a project.
2 votesHey Ilse, thanks for bringing this Idea to us, we appreciate that being able to see this informaotin on the Projects Slider bar could be beneficial to your processes. You can now share this Idea with others in the Community so they can Vote and comment. We will watch this to gauge support and any updates will be posted here.
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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…
3 votesThanks 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 Project Time to Quick Create Shortcut Menu
It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.
20 votesThank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
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XPH - Pop-out window for new time-entry time tracking
It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.
2 votesThanks for sharing this suggestion. We understand how useful you feel it would be for the new timer to open in a separate browser tab, so you can keep your current Xero Partner Hub work open while tracking time.
We’ll move this idea to Gaining Support so other users can vote and comment, helping us gauge community interest. We appreciate you taking the time to share your idea.
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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.
4 votes🌟 Thanks for sharing this idea with us. We’ve moved it to Gaining Support so we can better understand how much interest there is from the community.
If this would make a difference for your workflow, we’d encourage you and others to vote for the idea and add any extra detail in the comments, including how you’d expect it to work and the impact it has today. That helps us gauge demand and gives our product team more context when reviewing ideas.
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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
28 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 - Granular permission to view team time and task entries without financial data
Ability to set permission for users of Xero Projects to view all time entry and task description inputs without seeing "invoiced amount" or "expenses" information
1 voteAppreciate you raising this suggestion. Being able to view team members’ time and task entries without billing rates, invoice amounts or expenses could make managing project access more flexible.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your team, add your vote and let us know how you’d use this permission.
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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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13 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.
5 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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Xero Projects - Apply sales tax to markup on tax-exempt expenses
Add ability to apply sales tax to a markup on an expense that was tax exempt.
Currently a tax exempt expense (building permit fees paid to municipalities, example $100) are tax exempt. I would markup this expense if paid on behalf of a client (10%, total $110). When adding the expense to an invoice I can either apply sales tax to the entire $110, or mark the expense as tax exempt. I am forced to ignore the markup feature in Xero projects then create a separate line on invoices "Expense markup + HST" which is less than ideal.
1 voteAppreciate you raising this, Michael. The suggestion is to allow the markup on a tax-exempt project expense to have its own tax treatment when it's added to an invoice.
We've moved this idea to Gaining Support so we can keep gathering feedback. If this could help your workflow, add your vote and let us know.
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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…3 votesIt'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 - 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.
3 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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