Receivable Invoice Detail report - Add the Project Name
Add the Project Name to the Receivable Invoice Detail report
Trevor Huett
shared this idea
Thanks for sharing your idea in the community here, Trevor. We don't have plans for adding Projects to other reports in Xero at present but we'll start to get a sense of the interest for this in your idea here and share if there are any changes.
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Hannah Hatfield
commented
It is super important that I can see which project an invoice has been raised against in the Receivable Invoice Summary report.
If you could add one more column for Project in the receivable invoice reports that would be a huge benefit to our business.
If not, I will have to run and download multiple reports and then merge them together somehow, which will be a massive amount of unnecessary admin when just one more column could make a monumental difference. -
Tim Koehler
commented
Project name is a good start. It would be nice to be able to select additional project fields for inclusion in the invoice detail report.
We have to report sales data to our customers and this would allow us to automate this process.
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Trevor Huett
commented
I have to check that my client has assigned all sales invoices to a project. ATM, I have to open each invoice to check.