Projects & tracking

2 results found

1. Assign projects in Dext

   Open your API to Dext so projects can be assigned to bills within Dext. The current situation whereby you can upload the bill from Dext but then need to go into Xero, locate the bill and assign it to a project, is simply unacceptable. I am using other accounts software for clients and I can assign projects within Dext without having the unecessary step of having to do so within the software.

   4 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Projects  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Bridie, we appreciate your feedback however we have a Developer Product Ideas forum where API requests are best raised. It appears there's an idea for this already that yourselves and others that have voted here can join and stay updated through.

2. 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 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Projects  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for explaining this so clearly Rebecca. I can see how important it would be to allocate those bill costs more accurately within your project, especially when it affects your budget view and invoicing workflow.

   At this stage, the best next step would be to raise a case with Xero Support so we can take a closer look at what’s happening in your organisation and confirm whether this is expected behaviour or something that needs further investigation.

   When you contact Support, it would help to include:

   • the name of the project affected
   • an example bill
   • a screenshot or screen recording showing the task dropdown not working
   • the browser and device you’re using

   That extra detail will help our team investigate this more thoroughly.

   Thanks again for taking the time to share the feedback.