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  1. Project Reporting - Sort by invoice/bill date, rather than assigned date

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Shirley Rhodes commented  · 

    100% agree. What I need is to run the Project Details report and have a column which shows Actual Date Paid. Crazy this doesn't exist already - the data is there. Please Xero - get this fixed ASAP

    Shirley Rhodes supported this idea  · 

  2. Account Transactions report - Include project column

    73 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Shirley Rhodes commented  · 

    For more than 3 years I have paid for my Projects app, which is a lot of money. I EXPECT to be able to run this report showing account transactions with project code assignments. XERO please urgently sort this out and prioritise it. This is costing my business lots and I am getting angry about it.

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    Shirley Rhodes commented  · 

    Can't believe this is still not available. I'm currently working on preparing everything for my year end accounts and me and my team are spending literally hours working on this because we can't select a field when the data is already there! This is essential for our work and we pay such a premium for the Projects app. XERO please sort ASAP

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    Shirley Rhodes commented  · 

    This is a critical element and almost makes the cost of paying for the project function obsolete. Each month I spend days ensuring everything has been allocated. I must be able to add Project Name as a column to Account Transactions report. I know we can now see any bills which haven't been assigned and this is helpful. But also, when will we see the invoices which haven't been assigned. This is essential too. Please, please, please prioritise this.

    Editing this to hopefully bring this back to the top of the list. It is absolutely essential to be able to see project codes in the account transaction report. Xero support - please action as a priority.

    Shirley Rhodes supported this idea  ·