225 results found
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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…
3 votesThanks 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 Project Time to Quick Create Shortcut Menu
It would be great to have a shortcut to adding project time. At the moment, the + near settings has a shortcut to many functions, but not project related functions.
20 votesThank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
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Navigate to contact info from project view
Include option to view/edit contact info from the project. Currently you can view the contact on the project but if there is a need to change their details you have to navigate to Contacts and search for them - would be great to just click the contact on the project and be able to view/edit their details.
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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More tiers of financial tracking, budgeting and reporting
For organisations managing multiple portfolios, funding contracts, services, properties and events, Xero’s current limitations around tracking categories and reporting hierarchies make it difficult to capture and report financial information across these different levels/tiers.
There is a need to allocate Budgets and expenditure at different levels, automatically link related information, and roll figures up or drill down to see actual spend and variances. This doesn’t appear achievable through Xero’s standard functionality.
Has anyone explored custom development to extend Xero’s functionality to meet these requirements, or found another solution?
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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Option to hide all financial information from Xero Projects users who only need time entry access
We need employees to log time and work in Xero Projects without seeing any financial information, such as task charge rates, expenses, or amounts to be invoiced.
This is essential for privacy and to prevent sensitive business data from being visible to staff who only need to track their time.
Please consider adding a permission level or toggle that completely hides all monetary values from project users, while still allowing them to access projects and enter time.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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Fix the dark & light colour coding on the 'cash in and cash out' section of the dashboard.
The light and dark blue coding on the dashboard for 'cash in and cash out' is switched. It is extremely confusing. At first sight, cash in is in light blue, cash out is in dark blue but when you click on the columns to see the amount it is the other way around. This is basic visual communication.
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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When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
When using Xero for a multi-entity organisation, tracking categories are essential for identifying which entity each transaction belongs to.
At present, opening/conversion balances entered at the conversion date appear as Unassigned in tracking reports, and there is no simple way to assign tracking categories to those balances.
This creates a recurring problem because the Unassigned tracking report is then cluttered with historical conversion balances, making it harder to identify genuinely uncoded transactions after the migration date.
In my case, I have approximately 73 opening balance entries dated 30 June 2026 across multiple entities. All post-conversion transactions are correctly tracked, but…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 timer
We use projects often while in limited or no cellphone coverage to track time on a job. We use the built in timer in the projects app but when we go to save the time so we can start a new time, the current time is lost. Are you able to fix this so multiple time entries can be stored in a project when we save them and sync once we are back into cellphone coverage?
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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Expense Claims - Assign to Projects
Under Bills - Expense Claims there used to be an option 'Assign to Customer or Project' so that staff expenses could be linked to active projects. The most recent upgrade seems to have removed this feature as I can only assign to a customer but not the project. It can now only be done after the expense claim has been approved and means double handling and more work. Can we get it added back as a feature in the expense claim before it goes to approval?
1 voteThanks 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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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.
3 votesThanks 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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XPH - Pop-out window for new time-entry time tracking
It would be great if the "new time entry" dialogue box could be opened in its own window, or similar to the phone app, have a distinct desktop app we can have open permanently on our computers - to make time recording easy and accessible.
2 votesThanks for sharing this suggestion. We understand how useful you feel it would be for the new timer to open in a separate browser tab, so you can keep your current Xero Partner Hub work open while tracking time.
We’ll move this idea to Gaining Support so other users can vote and comment, helping us gauge community interest. We appreciate you taking the time to share your idea.
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Projects - Automatically map time entries to specific chart of accounts codes
When generating an invoice for a client which is based on multiple time entries by different members of staff who all worked for that client that month, I have to manually enter the nominal code for each line which then shows as income for that member of staff on my P&L. Rather than enter manually why can I not set it up so that if a staff inputs a time it can be automatically posted to a nominal? Or, that the staff member can post it to a nominal so they only have to code their entries for the month…
1 voteThanks for bringing this idea to the community. We understand the request for time entries to flow through to invoices with the correct nominal code automatically.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share how you currently manage account coding for project time.
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Tracking categories - Ability to set alert to add tracking to every transaction
Please give us the option to add more than 2 tracking categories and settings to generate an alert when a transaction (PO,Sale,Purchase) is generated without picking the category
1 voteThanks for your feedback, Vicky.
We have an existing idea for being able to add more than two active tracking category's that I've just added your vote for.
So, I've updated the title of your idea for the second idea you've shared around a warning or alert in transactions.
I want to be open that if this idea is picked up it's unlikely this would be implemented across all transactions at once, however it would be great to start getting a wider sense of the interest of this here for our product teams to consider.
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Projects - Desktop timer
Now that Harvest has gone, a couple of small tweaks would make the project section much better to use.
Desktop timer
Like Toggl and Harvest, a timer button that sits on the desktop taskbar where you can select a project from a dropdown and start/stop from there. Using the website doesn't work well as you get logged out all the time.Default project settings
90% of my projects have the same tasks, design, project management, etc. So it's an unnecessary step to have to add these each time before you can track timeSequential project numbering
We use project numbers…
1 voteThanks for sharing this idea. We understand the request for a desktop timer that connects directly to Xero Projects, making time tracking easier throughout the workday.
I’ve updated the status to Gaining Support. Add your vote if this would help your team capture billable time more reliably.
I've noticed that there are few other ideas in this posting. As such, I've split your idea related to sequential numbering and added your vote to a different idea regarding default project task.
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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.
4 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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Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
29 votesThanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
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Tax Manager - Live ATO Data in Dashboard (ATO account balances and payment plans)
There are some software providers that already offer access to a client dashboard that includes live ATO data for clients - where you can see their debt balances and payment plan status. It would be great if this could be incorporated into tax manager.
1 voteThanks for highlighting this improvement, Bianca. We understand the request to connect ATO account balances and payment plan statuses with the Xero Tax widget. This could make it easier for tax agents to see the information they need when reviewing clients and managing outstanding tax obligations.
I’ve moved this post to Gaining Support so we can continue gathering feedback. If this would be useful, add your vote and let us know which ATO data you’d want included.
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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.
2 votesHi 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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Bills - Certificate Insurance | Prevent bill from being submitted after COI has expired
Certificate insurance is a big part of our company's operation. Xero needs to include a mandatory compliance option for companies to implement. When a compliance requirement, e.g., a certificate of insurance, is due to expire in 30 days, the system should prevent bills from being submitted for payment until compliance is met.
6 votesHi Kristi, thanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to gain more support from the community. We'll be monitoring this space for more traction. Cheers!
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Projects - Add Estimated Income Feature
Currently, Xero Projects allows us to enter and track predicted expenses, which is great for monitoring project costs. However, there is no equivalent option for predicted income.
Being able to record predicted income against projects would provide a much clearer picture of project profitability and cash flow forecasts. This would allow project managers, accountants, and business owners to compare projected vs actual income alongside expenses, improving financial forecasting and decision-making.
Benefits of this feature:
Aligns income forecasting with existing expense tracking.
Improves visibility of project profitability before actuals come in.
Helps businesses plan resources, budgets, and cash flow more effectively.
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13 votesHi Jalal, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently the way to view to profit is to add columns for both Gross Profit and % Profit to the Project Details and Summary reports.We've moved this idea to gain more support from the community. We'll watch it closely for more traction. In the meantime, you can share this idea with your peers who might want to see this feature in Xero as well.
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