Settings and activity
48 results found
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10 votes
🌟 Thanks so much for sharing this idea — we can definitely see why this would be valuable, especially for customers managing project costs across multiple suppliers.
We’ve moved your idea to Gaining Support so we can better understand how many others would find this helpful too. While we can’t make any guarantees about future planning at this stage, we do recognise the legitimacy of the need you’ve raised and appreciate you taking the time to share it with us.
Please keep voting and encouraging others to add their support and use cases — it all helps build a clearer picture for our product teams.
Laura Frampton
supported this idea
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16 votes
Hi everyone, appreciate you highlighting this improvement. We can see how having separate staff cost rates and charge-out rates in Xero Projects could provide a more accurate view of project profitability.
While Projects doesn't currently support individual internal cost rates for each user, some businesses use Tracking Categories alongside payroll and project reporting to compare revenue and staff costs. We appreciate this isn't the same as having dedicated cost rates built directly into Projects.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reporting views or profitability metrics you'd like this to support, let us know as those examples help us better understand how this could fit into your workflows.
Laura Frampton
supported this idea
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31 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Laura Frampton
supported this idea
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109 votes
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!
Laura Frampton
supported this idea
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13 votes
Appreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.
I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.
Laura Frampton
supported this idea
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50 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Laura Frampton
supported this idea
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38 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Laura Frampton
supported this idea
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108 votes
We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
Laura Frampton
supported this idea
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58 votes
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.
Laura Frampton
supported this idea
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62 votes
Hi team, thanks for the interest in this idea.
We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.
From the auto-reconcile settings you'll be able to see history of who changed this and when.
We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.
Laura Frampton
supported this idea
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105 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Laura Frampton
supported this idea
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43 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
An error occurred while saving the comment -
241 votes
An error occurred while saving the comment Laura Frampton
commented
I had to quit Hubdoc - I now just email all supplier invoices to draft bills (annoyingly credit notes still don’t work this way) most information is then pre filled and it appears they are also introducing line item extraction from April! From the same screen it can be allocated straight to the corresponding project. This is the best work around I found - Not sure if that’s a better option for anyone!
An error occurred while saving the comment Laura Frampton
commented
Please please please add the ability to add invoices directly to projects from Hubdoc the same as being able to add them as a billable expense.
The process is currently extremely time consuming.
Laura Frampton
supported this idea
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9 votes
Hi everyone, thanks for your engagement so far. We can see how having visibility of potential project margins and variance while work is still in progress could help you identify issues earlier and make more informed decisions before a project is complete.
I've updated the status of this idea to Gaining Support so we can continue to track the interest here. If this is something you'd like to see, please keep voting and share how you would use projected margin or variance information in your project workflow.
Laura Frampton
supported this idea
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544 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Laura Frampton
supported this idea
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140 votes
An error occurred while saving the comment Laura Frampton
commented
Is there any updates on this?
Laura Frampton
supported this idea
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14 votes
An error occurred while saving the comment Laura Frampton
commented
Also the ability to pre add manual break deductions.
Laura Frampton
supported this idea
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13 votesLaura Frampton
supported this idea
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14 votes
Hi Michael, returning to your idea here this'd be quite a difference to the way in which Xero works today and we don't have any plans of adding an invoice calendar to be able to schedule tasks that'll add new rows to an existing invoice.
That said, we have another idea for being able to add a date column to invoices that you may like to join and would be a step toward what you're hoping to achieve here.
Alternatively, if not already I'd recommend exploring Projects that enables you to add tasks and expenses on the fly. When ready you can create draft invoices from the tasks and expenses within a project which can be carried through as either a combined line or individual lines on your invoice.
Laura Frampton
supported this idea
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47 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Laura Frampton
supported this idea
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I would just like to use the po list the same as excel! Just for record keeping - it would be amazing if you could add approved bills (with the option to exclude ones that don’t need to be added) to it at the same time as approving them, so this then gives them a po number we then snap shot and upload the corresponding delivery note.