Settings and activity
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246 votes
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Bry Barrick
supported this idea
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216 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Bry Barrick
supported this idea
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An error occurred while saving the comment Bry Barrick
commented
It would be very beneficial to be able to import project numbers, names, clients and possibly connect timesheets to the projects.
Often Project management software doesn't include financials but to update the data in 2 separate pieces of software is an overhead headache, being able to move data back and forth, even through the import of .csv files would be very beneficial and allow Xero to become a primary financial tool for organizations.
Being able to record a partial bill and see the remaining outstanding PO balance would be very helpful for our industry. Often work is exceeding several months however we have subcontractors providing support and invoicing us every month. Being able to understand how much of our PO they have consumed without having to do a bunch of note reading is vital information to ensure they don't overbill us and put us over budget on our projects.