209 results found
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Projects - Create time entry not associated to a project.
Ability to enter time not associated with a project.
1 vote -
Projects | Task Description to be used on Tasks & Expenses Invoice
In Projects - the tasks we add 'time entries' to and then invoice are set up in "Products and Services" screen. We would like the description entered in the "Products and Services" screen to flow through to the invoice when a "Tasks and expenses" invoice is raised. Currently only the Task Name goes into the Description box on the invoice but this is not adequate to send to the client. Typing over the top of the description is a waste of time and we do not want the time entry description to flow through as this is often too brief…
4 votes -
Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.95 votes -
Xero Projects - Select the date when closing the Project
Our financials include a report on the profitability of projects closed during the month. Because the system writes the date of closure from the actual live date that the user marks the project as closed, the user needs to make sure that each project is marked as closed immediately on the date of completion. E.g. If a project is completed in the last week of the month the user must ensure that the closure field is ticked during that week and not wait until the following week.
Can you allow the user to enter or amend the closure date ?
7 votes -
Projects - Ability to set a default tracking category
Number of fields for projects is really poor, I need a tracking category added to projects so for example we can have four different types of projects which I want to categorise in the initial project set up. When costs and revenue are then allocated to this project it's also automatically allocated to the tracking category associated. At the moment I'm having to manually allocate to every transaction. Would be made easier if like sage they had a copy above function but we don't even have that either, so clicky!
3 votes -
Projects - Copy time entry on web
Projects - Ability to copy time entries using web platform
Currently you can copy a time entry using the Projects app but this function does not seem to be availible using the web based software. This could be added to the hamburger menu where at present the only options are edit or delete.
7 votes -
Project supplier invoices
Scenario - Multiple projects open. If materials are purchased at eg a builders merchants for mutliple projects on one invoice/receipt, it's not possible to allocate the spend to individual projects which is madness. It seems that the total invoice/receipt must be assigned to ONE particular project. When materials are bought, it's often far cheaper to buy them in bulk, hence buying for more than one project at the same time. It should be possible to therefore assign individual lines on the invoice to a particular project (a bit like tracking).
5 votesHi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Projects | Timer start and finish time
Project Timer - it would be great when using the timer for it to automatically enter actual start time and end time into the time entry, rather than just a duration.
6 votes -
Projects - To do list / check list
It would be really helpful to be able to add yes / no, to do / complete or custom field options to tasks rather than time. Not all tasks get billed for the time spent, but all tasks have to be completed. Being able to check them off would be great. IF you can then have Job / Project templates even better, as a project can be created with these already on there
5 votes -
Project Summary report - Include who project is assigned to
Projects: On project summary report include column for who project is assigned to. This will be useful if calculating work in progress per assigned user.
4 votes -
Projects | Bills assigned to a Project - Filter and search options
Feedback - Projects: Reporting - Bills assigned to a Project
This is providing feedback on the new feature released in response to
Unfortunately, the issue has been closed for comments - which seems strange as this feature release is clearly a start and not the end of the road for this topic.
My feedback: Thanks for shipping this new feature. It is a good start, but only a start.
Most businesses have a large number of suppliers (& bills) that are overheads related and not project related. As such, these need to be omitted from the view to useful…
23 votesThanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
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XPM and Projects Integration
Some integrations require firms to have XPM for their practice manager software. Xero blue synchs with XPM but Xero Projects does not - which presents a real issue when trying to use XPM integrations like FYI
4 votes -
Projects - Integrate with Google Calendar
Integrate Xero Projects with Google Calendar so you can allocate workload/timesheets to projects more seamlessly.
14 votes -
Projects - Prefix For Project
Instead of manually keying in the Project number, it would be good to have a prefix running number for projects.
10 votes -
Projects - Automatically add project when starting timer
If im in a project and i start the timer i still have to tell it which project im timing (find or choose a project) Seems logical for it to automatically populate the field with the project im currently in...
1 vote -
Projects - Bulk add Tasks
Ability to add the same task to all projects would save huge amounts of time when starting out with projects and general maintenance.
10 votes -
Xero Projects - Automatically enter description as Supplier name
For all Xero Projects expenses, the only way to add the Expense name is to add a description for each expense. When we're tracking spend monies, receipts & invoices, this is a time consuming/ inefficient process. It would be ideal for the project expense to simply show the supplier name (when there's no description field added).
5 votes -
History & Notes - Projects - Log changes to Time entries
Sometimes time entries change, and there's no record of when or how..
please includes history notes on time entries - or capture in the advanced activity section, history and notes, information on when time entries are entered &/or changed.
Thanks4 votes -
Project - Show Days elapsed vs remaining
In Xero Projects --> Time it will show "Deadline 31 May 2024 80 days to go"
Instead could it show "56 days elapsed and 80 days to go", or a percentage of the days elapsed to give it a scale the same way the invoiced and timesheeted hours headings do.
You could treat the first day as the first time entry on the project, so no need to add a field to manually set the project start date.
3 votes -
Project - Multiple contacts
Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.
23 votesHi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects?
Atm, you can create bills and invoices for different contacts and associated these transactions with a single project.
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