223 results found
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Projects - Allow access to view profitability without admin user role.
we have recently set up our business so everyone is on xero, we would like people to be able to view profitability in projects, but not have the admin user.
Giving people admin user allows them too much access, but we want them to be able to see profitability on the projects so they can keep track.
is there a way we can give them access, without upgrading their user role??16 votesHey Rebecca, thanks for your engagement and for sharing this detailed suggestion about user permissions in Xero Projects.
We've reviewed your idea to allow users to view project profitability without needing the full admin user role, and it can now gain support from other community members. We understand the need for team members to keep track of a project's performance, and why granting full admin access isn't always suitable.
Along with votes, others can now comment to share additional detail about how this more granular user role would improve their project management and empower their teams. 🙂
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Project costs totalled by individual suppliers
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Project Cost Total for each Supplier
In Projects the Tasks and Expenses are listed individually with a total for all of these costs. It would be very useful to be able to generate a report with total costs for each supplier for a project where multiple suppliers have many individual invoices. This would appear to be a simple bit of programming to do this.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Projects - Invoices created in projects under User name not System Generated
Invoices created by the Projects API show in Xero accounting as "System Generated" therefore the user that created the invoice in projects cannot see the invoice or quote if they have Invoice Only + Draft.
Xero is missing just a key user level - where account managers can see and manage sales invoices, but can't delete or edit. Projects seems a good way around this limitation, but the inability to see invoices kills that.
2 votes🌟 Thanks for sharing this idea with us. We’ve moved it to Gaining Support so we can better understand how much interest there is from the community.
If this would make a difference for your workflow, we’d encourage you and others to vote for the idea and add any extra detail in the comments, including how you’d expect it to work and the impact it has today. That helps us gauge demand and gives our product team more context when reviewing ideas.
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Projects - Ability to link bills to existing expense/estimate
Currently, when managing a project, we can invoice a client based on Tasks and expenses to secure payments or deposit-based billing. However, a major issue arises later when the actual supplier bill arrives.
If we assign that supplier bill to the project, Xero treats it as a completely new, separate actual cost instead of letting us link or reconcile it to the original estimated expense.
Introduce a feature within Xero Projects that allows users to link an incoming supplier bill (or Hubdoc document) directly to a pre-existing Estimated Expense on that project. Once linked, the actual bill should replace or…1 voteHi Beata, thanks for sharing this idea. We understand the request to link supplier bills to an existing project estimate or expense line, rather than creating a new line each time a bill is assigned to a project. This could help keep project budgets aligned with actual costs and reduce the need to manually remove estimated expenses once the bill has been received.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular project workflows where this would have the biggest impact, we'd love to hear more.
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Projects - Automatically pull the Inventory Item / Product description into project invoices
I noticed that invoice PDFs sent to customers were displaying the item name rather than the curated description for customer viewing, and I learned the product/service list and Xero Projects are NOT integrated.
When I raised this concern with support, I was told that this is a known limitation within Project invoicing; When creating an invoice from a project with assigned tasks/expenses, Xero does NOT pull the product description, only the name.
I was advised to create an invoice outside of the project, and assign the line items to the project but this is a major waste of time. As…
1 voteThanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
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Projects - Add "item" to task as a master task and break it down on invoice
It would be great to add an "Item" to a project, that would, as a whole include, tasks and expenses.
For example, Kitchen/cabinet maker, Project is a whole house, I want to add items to the project of say, Kitchen, Laundry, Wardrobe etc.
and then either it just has a dollar value to it (no tracked time or expenses), or have the ability to add specific expenses and tasks to the item.
Then when you go to quote, all items are split apart with their expenses and tasks separate from the other items.
2 votesHi Joshua, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Tracking Categories - Bank Feed Rules
We use location codes to sperate our transactions by site or (cost centre). I tried to create a bank rule to allow the transaction to be dynamically allocated to an individual location, depending on the location appearing in the transaction description.
I have been told that this does not currently exist.
7 votesHi Peter, thanks for sharing this idea about having the option for setting tracking categories in bank feed rules. This idea is now in Gaining Support status, which means it's open for the community to show their support through votes and comments. We encourage others who would find this useful to add their votes and share how they'd use this functionality. We'll keep an eye on the feedback and engagement this receives.
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Projects - Ensure transactions generated from a project inherit the contacts' tax default
Creating a quote or an invoice from within Projects should respect the same rules for default tax rate that creating one from scratch does, as set out in this article:
https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-workBoth quotes and invoices created from Projects ignore the contact "Sales GST" field and revert to the account default.
If the project uses "product or service" item codes with tax rates set, then quotes correctly respect the item tax rate (but still ignore the contact tax rate). An invoice created from Projects ignores both the item tax rate and the contact tax rate.
For example, I have a "With…
1 voteHi Jason, thanks for your feedback on this. We can appreciate how having Projects inherit the default sales tax settings from a contact could make invoicing more efficient and help avoid manual changes before sending invoices or quotes.
I've moved this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, please add your vote and let us know how this would fit into your day-to-day process.
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Projects - Allow limited-access users to add expenses
we are currently setting up our company so that all employees use projects to keep track of time entries.
however, we have given majority of our employees limited access as they don't need to see much, but it means they aren't able to add their expenses on. This isn't ideal for us as our employees do a lot of travelling and need to be able to add their own expenses on to claim their millage back, is this something that could be changed?11 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea, and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
We also noticed that your original idea contained two suggestions. We've split these up so that each idea can gain support individually. You can view updates for the other idea here: Projects - Allow assigning employee groups to projects.
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Projects - import new project & information
I would like a solution to be able to import a list of projects. ie project number, client name, project description. It is very time consuming to setup projects individually one by one. Would be much easier if I could create an excel listing, convert to csv and import to xero
3 votesThanks for raising a request for a bulk project import tool in Xero Projects Kesini. Feedback like this helps our product team understand where bulk tools would save the most time, so thank you for taking the time to share it. We'll move this idea to gain more support from the community and keep you posted here.
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Inventory | Invoice - Add a Minimum Order Quantity to restrict line-item entry amounts
Hi
So with Pastel you could insert the minimum quantities into the system and when you book out products when you invoice a client the system would have a automatic pop up informing you that your product qty is below the minimum order qty you have set. Please can you bring in this function. It is very time consuming for us to have to export sheets of data and to review all the products from Xero exported sheet to my excel sheets.
1 voteHi Kristie, thanks for putting this forward. We understand that having a Minimum Order Quantity setting could help businesses manage wholesale rules and reduce the risk of orders being processed below required thresholds.
The suggestion here is to add a native MOQ field or validation that prevents users from creating invoices with quantities below the set limit.
For now, you can add MOQ details to the item description in Products and Services as a reminder when creating invoices.
We’ve moved this idea to Gaining Support so we can continue tracking interest and share your feedback with our invoicing and inventory teams.
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NZ Payroll - Assign hours worked from a timesheet to projects
Employee's time assigned to projects direct from Xero payroll not the other way around as it is now.
1 voteThanks for sharing your idea.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Make "Time Credit" feature available in projects
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 votesHi Mike, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Cheers
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Projects - when adding estimated tasks, enable there to be a quanitity section when selecting the fixed price items
When adding estimated tasks onto a project , add a quanitity section when selecting the fixed price items.
Some tasks for example like quoting for installation of boards per m2, we have the price per m2 set up as a code, so it would be useful to then be able to easily adjust the quanity required to get a revised sell / cost.
You currently have to calculate what the sell price would be and manually override the fixed charge. This however removes the visbility of how much quantity you want (unless you then edit the text) it also makes…1 voteIt's great to see your ideas and learning about the updates that would make your life easier! We've given your suggestion a look, and now it's up to the community to rally behind it. Definitely share it around with your team or colleagues so they can get their votes in. Plus, keep an eye on the comments—other members can now chime in on how this would level up their Xero experience!
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Payroll UK: assign payroll group tracking to statutory recoveries
Reclaimed statutory maternity pay showing as unassigned despite employee in an employment group on their employee record.
1 voteThanks for sharing your idea about Xero payroll automatically applying group tracking to statutory pay.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Projects - Customisable Project Report Layouts
Enable editing and saving as custom of project reports as one can with other reports
11 votesWe appreciate you sharing your idea and letting us know what matters most to you!
Your suggestion has been reviewed and is now live for community support. Be sure to share it with your colleagues so they can add their votes and comments on how it would benefit them.
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Projects - Ability to move expenses to another project.
I'd like to be able to move expenses from one project to another without having to delete the expense under one project and manually enter it again into a different project number. It would be much easier and so much more efficient to be able to do the same as assigning a bill to a job number and if that job number turns out to be incorrect, it's simply a case of re-assigning the project number to it rather than having to delete and re-enter the whole thing again. Very frustrating and time consuming!
11 votesThank you for submitting your idea and clearly outlining the most impactful changes for your workflow.
Your suggestion has been reviewed and is now open to the community for support. Please encourage any colleagues who would benefit from this to vote on your idea. They can also comment to provide further details on how this change would enhance their Xero experience.
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Projects - Allow partial / manual allocation of available deposit credits
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 sharing your idea, Laurence.
We'll start to get a sense of the interest from others in the community here - Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
If there are any updates we'll share with you here.
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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.
17 votes
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