Settings and activity
32 results found
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42 votes
Lee Langridge
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37 votesLee Langridge
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50 votesLee Langridge
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1 voteLee Langridge
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165 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Lee Langridge
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162 votesLee Langridge
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Lee Langridge
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54 votesLee Langridge
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18 votes
An error occurred while saving the comment Lee Langridge
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51 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
Lee Langridge
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4 votesLee Langridge
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33 votes
An error occurred while saving the comment Lee Langridge
commented
To be able to customise the accounts transaction report, add additional columns
Example: A report listing the sales nominal and ordered by tracking category 1 (sales reps), to be able to add a column with a formula calculating a percentage to work out staff commission on sales
Lee Langridge
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Because the company name in HQ does not automatically update, when the company name is changed in the Xero account this is needed to be able to work out who the client is when the name is changed.