Settings and activity
4 results found
-
547 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
An error occurred while saving the comment 
Sam Robilliard
supported this idea
·
An error occurred while saving the comment Sam Robilliard
commented
Xero support have just called me and apparently they cannot help. This is the only method of getting our ideas heard so we have to get this upvoted a lot more times for them to even take notice.
An error occurred while saving the comment Sam Robilliard
commented
Maybe it is time to go directly to CEO. I found this comment at the bottom of a page. Maybe we should all email Sukhinder.
Still need help?
We're listening At Xero, small businesses aren't just customers — they're who we champion. If something's not right and you haven't been able to resolve it through our support channels, reach out directly to ceo@xero.com. Sukhinder and her team personally review these messages.An error occurred while saving the comment Sam Robilliard
commented
All new Xero updates are improving or speeding up areas that already work and this one is still unusable. Such a shame.
Last time Xero responded on here was Nov 23, very disappointing.
An error occurred while saving the comment Sam Robilliard
commented
As far as I know, Projects have NEVER had and updates.
An error occurred while saving the comment Sam Robilliard
commented
Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.
An error occurred while saving the comment Sam Robilliard
commented
Xero admin this shocking service. Xero Projects was sold to us as the perfect solution, but it does not even incorporate standard Xero features let alone any to improve the system. Quickbooks has all of the features we required. Someone has dropped the ball here. Very disappointing.
An error occurred while saving the comment Sam Robilliard
commented
We moved from QBO to Xero under the impression it was better. Some things are better in Xero Projects but the ease of PO's in QBO is much better.
If you already use QBO think twice about moving until Xero pull their finger out and make Projects what it was promised to be.
An error occurred while saving the comment Sam Robilliard
commented
Very disappointing this is not being made priority. This is a key function of which the ability is possible in slightly different way for just Client assignment, and should be available on an extra, paid for, addition to Xero.
An error occurred while saving the comment Sam Robilliard
commented
Hi It wont just benefit, it is essential. At the moment we have no way of noting which part of order goes to which client. This is making a huge amount of work for us that we did not have using Quickbooks. Starting to regret moving to Xero (and I dont say that lightly).
An error occurred while saving the comment Sam Robilliard
commented
Have just switched from Quickbooks to Xero and very disappointed this is not a function. Slowed down our whole process.
-
179 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Sam Robilliard
supported this idea
·
An error occurred while saving the comment Sam Robilliard
commented
Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.
I can even add an attachment to this comment. Why not in projects?
An error occurred while saving the comment Sam Robilliard
commented
Essential.
-
116 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.
Sam Robilliard
supported this idea
·
An error occurred while saving the comment Sam Robilliard
commented
It would be great to have an extra tab for this too. One that can be customised. We always struggle to know when a job is finished and can be invoiced (but not closed).
The irony is you can even add an attachment in these comments but not in Projects.
An error occurred while saving the comment Sam Robilliard
commented
What do the Xero team have against making much needed improvements on Projects. There are issues on Projects (like this one) that should have been resolved before even rolling it out.
Shame on you Xero, we don't need anymore ways to make the Reports look pretty, the bookkeepers need these fundamental issues resolved ASAP.An error occurred while saving the comment Sam Robilliard
commented
Needed for addresses and various other important info
-
189 votes
An error occurred while saving the comment Sam Robilliard
commented
I have nowhere to keep a track of this in Xero.
Sam Robilliard
supported this idea
·
Please note, it's the votes that count, not the comments. Ask everyone you know who uses Xero to vote (critical).