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  1. Projects - Assign repeating invoice to a project

    150 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Keirle commented  · 

    Critical feature - I have 70 monthly recurring invoices that I have to manually assign to projects once they've raised - and they have multiple lines to them. Ridiculously time consuming.

    Rachel Keirle supported this idea  · 

  2. Sales Invoices - Bulk assign lines to Project/customer

    35 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Keirle supported this idea  · 

  3. Run a report on a monthly basis to pay my employees expenses

    4 votes

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

    Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication. 

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    Rachel Keirle commented  · 

    In order to streamline our software we have opted to use Projects with Xero but without this function it's not really viable due to duplication of work required by employees. It defeats the object I'm afraid, to record an expense but then not be able to get reimbursed for it...

    Rachel Keirle shared this idea  ·