Settings and activity
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206 votes
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Steve Thompson
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32 votesSteve Thompson
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7 votesSteve Thompson
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Steve Thompson
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53 votes
An error occurred while saving the comment Steve Thompson
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This is critical for our business. In order to properly assess agency profit each month we need a breakdown by project of transactions and relative to the Chart of Accounts.
Please make this happen.
Steve Thompson
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427 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Steve Thompson
commented
David Dunning,
I believe the “Project” column you are referring too is a Tracking Category labeled”Project”. Miss leading for sure. We’ve had to duplicate efforts in tracking all our XERO Projects into a “Project” tracking category as the existing reporting for XERO Projects is limiting to get a true P&L.
An error occurred while saving the comment Steve Thompson
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I think Xero is trying to replace the use of PO in exchange for their Estimated Expenses function in Xero Projects. That said, if that is the case. I'd really like some better documentation on this. The current functionality of Estimated Expenses + Tracked and Untracked Expenses is doing a poor job at providing this level of detail in the project reports and is incredibly confusing without knowing how it is designed to be used.
An error occurred while saving the comment Steve Thompson
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Our organization has had some success using "Estimated Expenses" as a replacement to PO's on Projects. When charges come in we can than track them to the Estimated Expense. This took some trial and error as Xero offers little documentation on "best practices" when it come to how to use the software.
However, the gap is once the expense it tracked you loose sight of its detail to what charges are applied to the Estimated expense in the Project Financial Report. They can be seen in the dashboard view of the project but once tracked all you get is the summary of Estimated vs. Actual.
Steve Thompson
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86 votesSteve Thompson
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I've come to recognize that XERO is not interested in building new functionality for their platform but rather would rather rely on 3rd party "partners" to fill in the gaps of their software.
I've not personally used this tool, but https://www.approvalmax.com/xero may be a good option.