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203 results found

  1. Projects - Ability to import to projects

    Ability to import bills, invoices and project lists into Xero Projects.

    Purpose: It is beneficial for organisation that heavily rely on Xero projects, as this feature will help them do their invoicing and track their expenditure.

    227 votes

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    60 comments  ·  Projects  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

    While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

    Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

  2. 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.

    166 votes

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    41 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 🙂

  3. Projects - Set different rates and multiple task for each employee

    Ability to set different rates and multiple tasks for each employee in a Project.

    Purpose: To improve the workflow when users’ using Xero Project, rather than having to duplicate the task for the employee.

    55 votes

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    submitted  ·  25 comments  ·  Projects  ·  Admin →
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