169 results found
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Projects - Add Invoice Paid Column to Project Summary Report
We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.
However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.
Can this field be added to the report?
3 votes -
Project Invoice - List Time Entries in Chronological Order
Listing Time Entries in Chronological Order in Invoicing for Projects.
As raised in support case CX0012531595 - I use projects to create invoices for clients and show time entries for all tasks - the problem is that the draft invoice seems to put all the entries in random order rather than a date order - there is no way to sort by date so that it reads chronologically for the client. Interestingly you can run a report to list entries by date, so that functionality exists in the platform but it needs to be brought into invoicing. I have seen…
29 votes -
Projects | Task Invoice - Show detail of time associated to task
Project invoicing to show time in minutes/hours for time entries
This is a requirement of many of our customers. Eg time sent 30 mins shows as 0.5 on invoice. We need a column that shows time for the task time enry. At present we need to manually type 30 mins in the task description to meet customer invoicing requirements.3 votes -
Projects - Add date of the expense onto the tasks & expenses screen
In the Projects | Tasks & expneses, can we please add in the date??
I understand that the date can be accessed by opening the bill or viewing the bill, but this is very tedious AND if you open the bill, you can't easily find your way back to the particular bill you were looking at (the screen jumps back to the top).
It is extremely difficult to navigate these expenses when there are hundreds of them attached to the project, so having the bill date here would be SO much more convenient.3 votes -
Projects Reporting - Show description and reflect payment on bills and invoices
Projects, should show full description of Bills & Invoice details, and include partial payments & credits allocated to the Bill or invoices in Projects..
3 votes -
Projects - User Options and Permissions
In projects it would be most useful we there were more user permission options. A check box of permissions you could give all staff
1- only have staff see the projects they are assigned to - To give staff privacy on work hours and expenses.
2- give all staff regardless of their permission access to expenses
3- give or withhold what financial information they can and can not see
4- give or limit the options for invoices/quotesBlanket permissions don't work.
42 votes -
Projects: Update inventory when a tracked inventory item is added as an expense
Update inventory when it is posted as an expense to a project as this makes more sense as clients use the project reports to calculate WIP and it is annoying to have to constantly check which inventory figures have been applied and deduct this from the inventory. It also means when projects are billed this actually reduced the stock figure as this only happens when you invoice the project for the tasks and expenses whereas currently invoicing using the project amount does not update the inventory.
14 votes -
Projects - Multiple Timers
Projects - It would be helpful to be able to open multiple timers at once. Sometimes I work on one project and then get interrupted to work on another. I would like to be able to open a new timer without having to save and close the time on my original timer. I could then come back to the original timer and resume time recording after closing and saving the new timer.
7 votes -
Projects | Tasks & expenses - Ability to group estimated expenses
Xero Projects - Group estimated expenses
It would be helpful to be able to set up categories to group together estimated expenses. For projects with lots of different expenses but of a similiar type it would be useful to be able to group these to more quickly see the various costs of a project. For example, to separate out administrative costs from material costs at a glance, so there would be a 'category' into which we could put tasks, estimated expenses and expenses to distinguish from other major costs while still tracking individual costs against the specific estimate.9 votes -
Projects Financials | Bills assigned - Include reference column
Reports: Project Financials
Include the ref of bills and invoices as an optional column on this report. At present the only way to include this information is to re type it into the description of each line on a bill or invoice, which is not efficient.7 votes -
Projects | Timesheets: Ability to set description field as mandatory
There should be an option to make the description field for users completing their timesheets mandatory. This would enable Project Managers and Finance Managers to view more detailed information other than the number of hours worked on tasks.
Currently many users do not fill in the description because it is not compulsory, which means that this detail is lost and decisions surrounding resourcing of Projects are not as accurate.
This is critical to businesses where R&D is a large area and therefore efficient Project Management is key. As this may not be critical to all business using the Projects Module,…
10 votes -
Xero Projects - Time tracking browser extension
I use Xero projects for freelancing and invoicing my clients and I track my time with the time tracker. For that, I need to open Xero or my app which takes time. Freshbooks had a time tracking extension which really worked great and I miss it so much. Is super easy and I can pause/ start the counter with just one click.
4 votes -
Projects - Ability to add Project Stages
Ability to add additional stages for projects and also manual start and end dates that can be used in reports.
33 votesHi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
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Projects - Ability to set a Daily rate
Projects currently only allows hourly rate, fixed price or non chargeable time. It would be great to be able to select a daily rate option
9 votes -
Projects | Task - Dropdown list
A drop-down list when adding a Task under a project for an Estimated expense or an Expense. We only see a list when we type something. What if we want to see the items in alphabettical order starting with the 1st item?
7 votes -
Projects | Mobile app - Increase expense description character limit
When I post an expense through to a project, for some reason it limits it to 100 characters, which pretty much makes it un-useable for me.
This is annoying, as I was just thinking how handy the projects app is, but now all the "projects" I've set up are basically a waste of time as I need the extra detail on my invoices.
Please can you change this?4 votes -
Projects - Pre-set task in time entry for projects with a single task
Most of my projects just have one task, so when I go and create a time entry for a project with a single task, it would be great if the task was already set.
2 votes -
Project Details Report - Summarise by Project Name
The Project Details report has the option to Summarise by Project Name, however the feature doesn't work if you select multiple projects. Xero support have advised that they know about the problem but don't plan on fixing it. The report just comes back with a message saying "There is No Data to Display". This report would be very useful as it is the only report that shows remaining hours on the summary version. Project reports overall are very confusing and this is the report that makes the most sense and is not working.
7 votes -
Projects | Quotes - Pull through Item description as well as name
In Projects, when we add tasks to the project (pulled from Products and Services) and then Create Quote, the Product or Service name is what imports into the description line in the Quote and not the description from that Product or Service, as it does when creating a quote outside of Projects. Having this consistency makes sense (and is strange that it is not already the default) but it makes creating a quote from projects cumbersome, as the description needs to be added manually.
4 votes -
Projects: create different teams
In Xero Project it would be useful to create sub teams within the staff. For example, we have different office locations and would like to filter our reports, or view projects by those office locations.
6 votesHi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
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