169 results found
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Add notes and image file to Projects
Ability to add notes and image files to Projects
14 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow projects reporting to show project costs split by nominal codes
I need to create a report per project which shows the total costs split into nominal codes. I do not want to also use tracking - duplication of work.
Project reporting is extremely limited on Xero
12 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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The ability to assign a Purchase order to a project when raising the Purchase order, also the ability to invoice that purchase order as part
The ability to assign a Purchase order to a project when raising the Purchase order, also the ability to invoice that purchase order as part of invoicing Tasks and Expenses.
We raise a lot of purchase orders related to Projects that we cannot link to the project until we receive the bill from the supplier. We would like to be able to add the PO straight to the Project and also be able to include it with the invoice even before receiving the supplier bill.
10 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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date
Add the ability to enter a start date for the project. Then add the ability to sort the list in date order rather than name.
8 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to include attachments from Xero bills on project invoices
Ability to include attachments from Xero bills on project invoices when that bill (or item from that bill) is expensed to a project as 'pass cost on' or 'mark up'.
My workflow:
Supplier A sends me an invoice.
I raise a bill for this invoice and assign it to a project (pass cost on or mark-up). The bill in Xero has a PDF attachment of the invoice/receipt.
I generate an invoice for my client, which includes the expensed bill from Supplier A. My client may want to see evidence of the expenses I'm passing on or marking up from Supplier…
8 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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filter categor
I'd like to see more data points when creating a project and more filtering options in the project reporting. For example, being able to filter by who the project is assigned to, contact groups, zip codes/counties etc. Ultimately, I'd love to see the ability to create a custom project profile that allows for unique data fields.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to Convert an Estimated Expense to an actual Expense
Add a button to move an estimated expense to become an actual expense. Would save time having to copy and paste the description. Add ability to amend final cost.
3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Timesheet adjustment / credit
Time adjustments or credits within a Project | Time entries in Projects works well and it makes sense that a time entry is locked once it is invoiced. However we regularly need to make adjustments for situations like (a) incorrect entries, e.g. billing time on a public holiday not worked, that we want to credit back against the invoice or (b) moving time between tasks within a project. I understand that Practice Manager has a "Time Credit" feature that may be suitableto this need if it could be made available in Projects. If not we need something like a manual…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Show to-be-invoiced amount on the Projects homepage
It would be so helpful to have a column on the Projects homepage showing the to-be-invoiced-amount. Currently it shows the total Time and Expensese amount.
Because we have so many projects on the go, your reports do not work (too much information to process) so the only way to know if a project has time/expense un-invoiced is to open every one of them and check.
Very time consuming and frustrating! Not very 'smart'.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Assigning sub-contractor paid bills to tasks in Projects
Assigning sub-contractor paid bills to tasks in Projects
Hi , there is currently an option to assign incoming bills to specified projects, which works well for our subcontractors.
There is also an option(drop tab) once each bill is in the project to assign the bill to specific tasks; but this option does not work (unable to click to tasks).
Please make this option work, as currently adding bills to our projects places the project over budget, and confuses the invoicing process.
Being able to apply each paid subcontractor bill to specific tasks will be a game changer for us.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero Projects - Ability to Group Tasks when invoicing
It would be so helpful if when it comes to invoicing, like estimated expenses, you could group Tasks. So that there is just one line item on the invoice.
Staff have multiple labour charge out rates depending on what type of job they are doing, so record their time to multiple tasks. But we only want to show one total Labour cost on the invoice.
The current workaround is to bring through up to 15 lines from the Tasks, manually calculate the total, and remove the additional lines - which then loses the tracking on what has been invoiced.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow partial / manual allocation of available deposit credits in Projects module
In Xero Projects, when a deposit has been invoiced (eg via the deposit option in the Projects invoicing workflow), the "available credit" shows in the Projects UI.
However, when raising subsequent progress invoices (eg for tasks/expenses), the "Apply credit deposit" checkbox is all-or-nothing - it applies the full available credit or none. There's no option to manually enter or select a partial amount from the deposit/credit balance to apply to the current invoice.
Requested enhancements:
- In the Projects "New Invoice" screen, replace or supplement the binary "Apply credit deposit" checkbox with a field to enter/select a partial amount from…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Projects - Ability to upload a file to Project
The ability to upload a file into individual projects directly rather than via bill allocation. Would like to be able to upload customer order, for example.
13 votes -
Xero Projects - Have an option to "mark all untracked expenses as invoiced"
We have a large project with countless numbers of invoices assigned to the project. I would like an option to be able to "mark all untracked expenses as invoiced" so that we can see what has already been invoiced to the client and so that we can work out more accurate profitability figures. At present, each individual invoice needs to be marked off separately and this can take hours to mark them all off, particularly if the project is large.
Xero currently provides an option to "Mark all times as invoiced", so having the option of "Mark all expenses as…9 votes -
Projects - Ability to edit time of users who have left
I use Projects as timesheets for my staff in my contracting business, and it has worked well for the past two years. I do not use Xero process staff wages, I use ACE Payroll.
After a staff member leaves, I delete them from Projects, as it costs me $7.50 per month per person, and when you have between 20-25 staff, it can get quite expensive.
Once I delete a staff member from Xero, I cannot change any of their time entries. The reason I need to do this is usually because they have allocated his/her time against the wrong project.
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9 votesAppreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.
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Make projects better
Projects - Make the entire Projects experience better. Today is May 17th 2024, there are currently 300+ ideas, suggestions, and requests here related to Projects, few of which have even been responded to by Xero. It seems clear that Projects is the red-headed step-child of the Xero platform, always the last to the table when the development team starts talking about updates.
For those of us who run project-based businesses, the features requested on these pages are CRITICAL to our ability to understand how our business is doing. I'm calling on Xero to put more energy into building out Projects…
54 votes -
Projects - Assign New staff to all Projects in Bulk
It would be great to have the ability to assign New staff to all existing Projects without having to open each Project individually. Perhaps a multi select drop down. Currently I am having to open 40 projects and add the new staff member in one at a time.
9 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
6 votes -
Projects - See a list of spend money transactions not allocated to a project
It is possible to see a list of bills not assigned to a project.
However, I would like to be able to see a list of all transactions not assigned to a project including spend money and receive money.
11 votes -
Project Summary Reports - Include estimated expenses
Creating projects in Xero is a great and useful function. Creating estimated expenses inside of the projects is even greater. However, those estimated expenses not showing estimated costs to complete the project is a missing crucial feature for me. Currently the estimated costs do not show in projects summary reports unless there are expenses towards that estimated expense item. This is a major flaw because anyone wanting to track estimated expenses needs to know the estimated costs to complete on all projects.
Similarly, projects will zero cost or revenue do not show up on project summary reports. This is also…
15 votesThanks for the detail in your idea here, Kyle. We don't have plan for this atm but we'll track interest in this through the community and share if there's any updates.
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