176 results found
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Xero Projects - Bulk Delete Projects
It would be great to have the option to select multiple projects at once, e.g. Like there is for transactions. This would provide so much better management of projects. Currently it is is soooo slow to delete projects. Each deletion requires three clicks of the mouse and then the page refreshes. Such basic functionality which would be transformative in managing lots of projects.
In addition in the API there is no way to bulk delete projects either. Very frustrating!
4 votes -
Project reports - View estimated profit based on quotes
We need to know Potential Gross Profit when Quoting ( Obviously ! ).
Potential Gross Profit = Estimated Charge minus Estimated Cost.I understand that Project Details reports and Project Summary reports require Time Spent to be entered or an Invoice to be generated before Gross Profit can be shown.
But for Quotes we do not wish to generate an Invoice or record Time Spent, because a Quote is not a Project until it is awarded/won and does not require an Invoice until the Project is complete.
Please can we have the capability to look at Potential Gross Profit equals…
22 votes -
Projects | Quotes & Invoices - Show reference number
Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project
12 votes -
Projects - Add people/staff without giving access
Adding staff working on a project without giving them access to Xero.
There is absolutely not need for staff to have access to Xero for me to log that they have worked on a project for 8 hours at £xx rate per hour.
I don't want to add this information to the ledger as the staff are payrolled so I cannot enter this as an expense but I would like to diarise time against the project so profitability can be calculated.
35 votes -
Projects - Allocate recurring bills to a project on set up
Allocation to Projects
Can a feature please be added where a recurring bill is allocated to a project on set up? At present this can only be done manually after the recurring transaction has been created. We have over 100 recurring bills per month where we'll have to do this manually month-on-month in perpetuity.
9 votes -
Projects - ability to set a project currency
Projects is configured to only allow the reporting currency to be used in setting rates or quotes.
It would be great to allow the user to select the quote currency.55 votes -
Projects - Allocate account transactions as expenses
Be able to allocate an account transaction to a Project as an expense.
3 votes -
Projects - Drag and drop feature for assigning expenses
I would love to group select untracked expenses in Projects then drag and drop them into their expense category
If the untracked expense could sit in one column and the expense category in another that would be amazing so you can easily reference the category then drop accross from column to column
4 votes -
Projects - Connect and sync with Xero Me
It would be excellent if employees could add the time used in a project to their timesheet via Xero Me.
They have the assign project/s showing in their timesheet where they can add the hours used on it.
For example:
Monday
Ordinary hours- Idea court project: 4.5h
Ordinary hours- Flower street project: 3hTuesday
Ordinary hours- Idea court project: 7.5hWednesday
Ordinary hours- Flower street project: 5h
Ordinary hours- Cloud avenue project 2.5hAnd so on. Then of there is overtime they could add that as same way then the ordinary hours.
Also when the assigned employee adds the hours…17 votes -
Quote & Invoice lists - View Projects
Projects - I would like to see the references for each invoice in the list of quotes and invoices on projects. It is difficult to tack what you have invoiced when you have to open each individual invoice.
38 votes -
Projects - Bulk update staff charge out rate
The ability to bulk update staff charge out rates in Project Tasks. Running many projects and therefore many many in progress tasks. Needing to duplicate a task and create a new charge rate is both tedious and cumbersome. Unless you export to excel and manually change data, you are unable to get an accurate snap shot of the financial status of the project as charge out rates are outdated. Currently when exporting invoices, I am needing to individually update staff rates to reflect the current times.
6 votes -
Xero Projects: Profitability dashboard to show amounts inclusive of GST
The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.
6 votes -
Projects - Expense Date to be shown on the invoice
Add an expense date to a project
When you enter expenses under projects, a date is required. We would like that date to appear on the invoices.
10 votesWhen you say you'd like the expense date on the invoice - would you expect this to be visible just in Xero, or o your customer as well?
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Projects - Create Spend Money from a Project expense
When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.
2 votes -
Projects - Assign multiple tasks to employees
In the last week the ability to add multiple tasks to new employees has been taken away, you can still add all jobs but without the ability to add all tasks or some as well that feature is now useless.
please can you tell me why this has been removed and bring it back asap. I have staff unable to complete time sheets at the moment.
3 votes -
Projects - Bulk update project expenses to 'mark as invoiced'
In project records the ability to select multiple or all expenses entries (by using the existing select tick box) and bulk update 'mark as invoiced' status.
14 votes -
Projects - quote for a number of visits a year - NOT time specific visits.
In Projects I would like the option to create a quote, track and invoice my client where the charge is per "session" Currently Tasks are either fixed price (which does not allow me to quote for a quantity of the same item over the course fo the project) or they are hourly based and my client does not wish the time spent to be shown on the quote or invoice. My situation is that for example my client approves 40 weekly sessions over the course of a year at £250 per session. Neither I nor my client wishes to show…
5 votes -
Projects - Maintain project costing master data
Ability to maintain the project costing master data in XERO instead of having to export out the report and maintaining it outside of XERO.
2 votes -
Projects | Notification - Reaching budget alert
A future to alert or notify you when your budget for a project is reaching its limit.
8 votes -
Project - Feature to use a Task to add cost variations
The ability to add a Project (Revenue) Variation would be a huge help.
If one can add a project (cost) variation using a Task, adding a Revenue variation should be achievable in Xero3 votes
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