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  1. Projects - Visual Dashboard for Projects overview and at a glance review

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

    Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of. 

    I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂 

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    Ana Valencia commented  · 

    Be able to customize the dashboard for projects, per client.
    I would like to see, for example, how many estimates/quotes per project the client has, the amount of the expenses linked to the project and billable to the client, the available credit at each step of the project, among others. When I refer to the credit available, I mean that after invoicing some expenses, I will be able to see if the client has enough credit to complete the project and maybe, allocate available credit into an unexpected expense, etc.

    Ana Valencia supported this idea  ·