Settings and activity
7 results found
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156 votes
Christopher Paulson
supported this idea
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93 votesChristopher Paulson
supported this idea
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95 votes
An error occurred while saving the comment Christopher Paulson
supported this idea
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162 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
Christopher Paulson
supported this idea
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An error occurred while saving the comment Christopher Paulson
commented
This functionality needs to be broadened - I'd suggest adding Project as a field in the FIND AND RECODE function, as is already the case for Category Tracking.
Need to be able to find any/all potential transactions that are missing a project assignment.
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107 votesChristopher Paulson
supported this idea
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56 votes
An error occurred while saving the comment Christopher Paulson
commented
+1, many normal workflows would be Quote, Sales Order, Invoicing....
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235 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Christopher Paulson
supported this idea
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Required report. This report is available in QBO Advanced and MYOB Business.
Would add also that the Project field should be added to the Find and Recode tool, the same way that Tracking Categories are.
This would allow for quick identification and rectification of unassigned transactions to the correct project.