Settings and activity
15 results found
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6 votes
An error occurred while saving the comment 
Tara Rond
supported this idea
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102 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Tara Rond
supported this idea
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An error occurred while saving the comment Tara Rond
commented
This would be a great function as I have to keep going through my open projects and work what invoices and expenses are still outstanding. I would like to record what action/follow up is need before I can close project
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51 votes
An error occurred while saving the comment Tara Rond
commented
Projects needs to generate reports in multi-currency, we use Projects and have activity that requires the reports to generate in that currency as we do not convert to AUD
Tara Rond
supported this idea
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37 votesTara Rond
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6 votesTara Rond
supported this idea
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396 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
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8 votesTara Rond
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18 votesTara Rond
supported this idea
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50 votes
An error occurred while saving the comment Tara Rond
commented
I would like a basic project profit & loss statement from project activity
Tara Rond
supported this idea
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35 votesTara Rond
supported this idea
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225 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Tara Rond
supported this idea
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2 votes
Hi Tara, it sounds like you're using invoices as a single source to record all this information? However, I'd recommend looking into Xero Projects where you'll be able to enter bills for your venue expenses and invoices for the income you'll receive from the project.
Tara Rond
shared this idea
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72 votesTara Rond
supported this idea
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An error occurred while saving the comment Tara Rond
commented
This is essential so the business can see what they have committed to before it becomes a draft bill/invoice.
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224 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Tara Rond
supported this idea
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492 votesTara Rond
supported this idea
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![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
I need this to make sure all bills before being paid have had a project allocated, it would save a lot of time as the current method of opening a project then looking for bills that have not been added...it's currently a clunky method