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8 results found

  1. Projects - Lock staff pay rates

    14 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Angela Collins commented  · 

    Me too, I first reported this in October 2023 and still nothing's been resolved. We need this asap.

    Angela Collins shared this idea  · 

  2. Projects - Add people/staff without giving access

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Angela Collins supported this idea  · 

  3. Projects - Sort Tasks and Expenses Alphabetically

    14 votes

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    2 comments  ·  For small businesses  ·  Admin →
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    working on it  ·  AdminHannah G (Admin, Xero) responded

    Hi team, great to get your feedback and support through the idea here. We appreciate the current task list is not always the most useful for managing projects, especially if they’re long running. We’ve started some work around this and enabling Xero customers to search tasks and sort by Name or Date Created. While in early stages at present we’ll keep you updated on progress for this here.

    Angela Collins supported this idea  · 

  4. Projects - Notes or Description field in Projects

    72 votes

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    21 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Angela Collins supported this idea  · 

  5. Project: Task list - Ability to change the order in the list.

    61 votes

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    submitted  ·  31 comments  ·  For small businesses » Business features  ·  Admin →
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    Angela Collins commented  · 

    Absolutely. I regret moving across from our previous accounting software but our accountants advised us that Xero was the bees knees.

    However I don't think they'd ever used projects.

    When exporting reports from Projects to Excel the numbers aren't exported in the correct format to add them up!

    Please Xero can you get these issues sorted out.

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    Angela Collins commented  · 

    I would find it very useful if within Projects, the order in which Tasks appear could be changed once they have been entered. On a complex customer quotation I can have up to 20 tasks and they seem to only appear in the order in which they were entered.

    Angela Collins supported this idea  · 

  6. Advanced Inventory - Assembly Inventory

    74 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Angela Collins supported this idea  · 

  7. Projects - Ability to assign expenses to individual tasks

    10 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Angela Collins supported this idea  · 

  8. Projects: Post journal entries directly to Projects

    5 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Angela Collins shared this idea  ·