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112 results found

  1. Xero Projects - Needs Total Estimated Hours & Total Used Hours (for Tasks) at top of Projects

    Xero Projects - Needs Total Estimated Hours & Total Actual Hours (for Tasks) at top of Project. We quote projects based on hours and $ for each task. We would like to be able to easily see 'total hours' at the top of the screen for the project, and then total hours used, so we can see how many hours we have left to go on the Project (helps us to keep worked hours in check). At this point I would have to manually add up all hours for all tasks to get a total, which is tedious, and then…

    10 votes

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    submitted  ·  2 comments  ·  Projects  ·  Admin →
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  2. Projects report - Show task and expenses against the account code

    Ability to pull an accounting or project report that will show task and expense against the transaction code/s. Provides a clear view of project bills as well as invoices linked to the projects. the full ins and outs.

    9 votes

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    submitted  ·  3 comments  ·  Projects  ·  Admin →
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  3. Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task

    Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.

    16 votes

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    submitted  ·  4 comments  ·  Projects  ·  Admin →
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  4. Projects - view time entries by task

    It would be useful to see a breakdown of the time assigned to each task within a project, rather than just a list of the time entries in date order. Seeing the overall time on the task page is useful, but being able to delve into that would be more useful.

    17 votes

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    submitted  ·  2 comments  ·  Projects  ·  Admin →
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  5. Projects - bring Expenses through when Duplicated

    Projects - when duplicating a project, expenses need to follow through as well.

    9 votes

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    submitted  ·  4 comments  ·  Projects  ·  Admin →
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  6. Projects - Ability to export all of the lines/tasks in a project to an invoice

    Ability to export all of the lines/tasks in a project to an invoice. Able to see detailed tasks, time and cost for each task to send on to customer

    9 votes

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    submitted  ·  0 comments  ·  Projects  ·  Admin →
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  7. Projects detailed report - Adjust formatting of expenses in report

    The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.

    7 votes

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    0 comments  ·  Projects  ·  Admin →
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  8. Projects - Ability to bulk assign bills to Project

    Ability to assign bills in bulk to Project.

    Purpose: To save time rather than assign the bill one by one.

    198 votes

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    submitted  ·  69 comments  ·  Projects  ·  Admin →
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  9. Projects - Notes or Description field in Projects

    Add notes/description field in Xero Projects.

    Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.

    130 votes

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    40 comments  ·  Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

  10. Project: Task list - Ability to change the order in the list.

    Ability to change the order of the tasks from the list.

    Purpose: To make users’ workflow more efficient rather than having to scroll down to find the task each time.

    91 votes

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    submitted  ·  53 comments  ·  Projects  ·  Admin →
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  11. Projects - Bulk upload of time entries for projects

    Ability to upload time entries for projects in bulk.

    Purpose: To save users’ time from manually entering the time entries and transitioning projects from different software.

    128 votes

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    submitted  ·  33 comments  ·  Projects  ·  Admin →
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  12. Projects - Ability to attach Files to a Project

    Ability to attach files to Xero projects.

    Purpose: To make users’ able to attach necessary documents for their project such as contracts and quotes.

    229 votes

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    65 comments  ·  Projects  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 

    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

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