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Projects & tracking

Customer ideas for Xero projects and tracking categories

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Projects & tracking

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169 results found

  1. 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: 3h

    Tuesday
    Ordinary hours- Idea court project: 7.5h

    Wednesday
    Ordinary hours- Flower street project: 5h
    Ordinary hours- Cloud avenue project 2.5h

    And 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…

    18 votes

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     ·  3 comments  ·  Projects  ·  Admin →
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  2. 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.

    39 votes

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     ·  8 comments  ·  Projects  ·  Admin →
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  3. 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.

    11 votes

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    5 comments  ·  Projects  ·  Admin →
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  4. The profitability dashboard in Xero projects should have the option to show amounts inclusive or exclusive of GST for bills and invoices.

    6 votes

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    0 comments  ·  Projects  ·  Admin →
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  5. 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

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     ·  0 comments  ·  Projects  ·  Admin →
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  6. 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

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    1 comment  ·  Projects  ·  Admin →
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  7. 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

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     ·  2 comments  ·  Projects  ·  Admin →
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  8. A future to alert or notify you when your budget for a project is reaching its limit.

    9 votes

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     ·  1 comment  ·  Projects  ·  Admin →
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  9. Allow to create project templates to apply to task lists to newly created projects

    36 votes

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     ·  4 comments  ·  Projects  ·  Admin →
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  10. I want to be able to group/merge multiple expenses being on-billed into one line on an invoice, even if they're not a tracked expense.

    For example, if a contracting company has billed for a fortnight of the contractor's work, but has separated that into two lines, each dealing with one week, on their bill, then the draft that is created when they e-invoice me will have two lines. When I assign these lines to a project and approve the bill, each line shows up as a separate expense to be on-billed. If I am on-billing the full fortnight, I would…

    11 votes

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     ·  1 comment  ·  Projects  ·  Admin →
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  11. In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.

    34 votes

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     ·  17 comments  ·  Projects  ·  Admin →
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  12. 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 Xero

    3 votes

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     ·  1 comment  ·  Projects  ·  Admin →
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  13. Be able to filter the project reports by project manager - ie who you have assigned it to

    11 votes

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     ·  5 comments  ·  Projects  ·  Admin →
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  14. Ability to set reminders/notifications to raise next invoice in Xero Projects

    When raising the quote, which details the scheduled dates that the customer will be invoiced, it would be useful if you could set a reminder/notification on the project to tell you when to prepare and send the next invoice out.

    9 votes

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     ·  4 comments  ·  Projects  ·  Admin →
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  15. Add a Date to Estimated Expenses in Xero Projects - Useful Feature in order to plot project Cashflows

    4 votes

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    0 comments  ·  Projects  ·  Admin →
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  16. The Xero bulk invoice import template makes provision to allow for the population of data into the available tracking categories that would correspond to same inside Xero. However, is it possible to do same with a project? Xero have since confirmed it is not possible to include project allocations when importing invoices.

    We have a high frequent need to import bulk lines of data each representing individual invoices, and we wish to use Xero projects, but need to be able to allocate the bulk upload of these invoices to the applicable projects inside Xero.

    31 votes

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     ·  6 comments  ·  Projects  ·  Admin →
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  17. Ability to close or archive tasks in Projects.

    58 votes

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     ·  31 comments  ·  Projects  ·  Admin →
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  18. I am needing to import my payroll expenses from another payroll platform in the form of a manual journal. I need those payroll expenses to be tracked by project. It would be handy to be able to have a column for projects instead of a tracking category.

    57 votes

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     ·  14 comments  ·  Projects  ·  Admin →
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  19. I'd like to be able to see how much our projects owe on the 'All Projects' page rather than having to click into each project individually.

    15 votes

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     ·  0 comments  ·  Projects  ·  Admin →
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  20. It would be great to have a way of linking expenses on a project to an individual task so your invoices and quotes are much more streamlined and broken down into the tasks (especially when working on larger projects with many tasks and expenses)

    Something along the line of:
    when entering an estimated expense/expense into the project as well as having all the current tabs, having a another tab to 'assign to task' . When generating a quote/invoice you will then only have the task name and it will have combined the hours and materials listed.

    21 votes

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     ·  7 comments  ·  Projects  ·  Admin →
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