Settings and activity
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4 votes
Hi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
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Leah McVeigh
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9 votesLeah McVeigh
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2 votesLeah McVeigh
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2 votesLeah McVeigh
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7 votesLeah McVeigh
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3 votesLeah McVeigh
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3 votesLeah McVeigh
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2 votesLeah McVeigh
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5 votesLeah McVeigh
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5 votes
An error occurred while saving the comment Leah McVeigh
commented
Hard agree!!!!! it takes far too many clicks everywhere to assign anything to a project.
Leah McVeigh
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6 votesLeah McVeigh
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5 votesLeah McVeigh
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4 votesLeah McVeigh
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6 votes
An error occurred while saving the comment Leah McVeigh
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Agree! When I'm looking at a project financials report, I'm searching for the answer to 1 question. Did this project hit its target profit margin, and if not, what cost centers (gear, labor, etc) went over the estimated cost of goods sold. Projects seems incapable of spitting out a report that gives me this information quickly and easily.
Leah McVeigh
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14 votesLeah McVeigh
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An error occurred while saving the comment Leah McVeigh
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I agree, this is annoying and should be fixed - however there is a workaround.
From the quote, look in the lower right section of the header and you should see a link that will take you back to the project. Once in the project click Invoice > Quote and xero will create a fresh invoice with the project column already filled out properly.
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5 votes
An error occurred while saving the comment Leah McVeigh
commented
without a field for a unique project ID number, deadline date is often the only way I can tell 2 projects with the same name apart from one another.
Leah McVeigh
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19 votesLeah McVeigh
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36 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Leah McVeigh
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3 votesLeah McVeigh
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4 votes
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
An error occurred while saving the comment Leah McVeigh
commented
I would be interested in this ONLY if it were possible to assign expenses and bills to completed projects. It currently isn't possible to do that so I'm constantly re-opening closed projects, assigning a bill to them, and then closing them again.
Kelly's response here misses the mark. Imagine you are running a small construction business with 10-15 active jobs at any given time. You have a few runners on staff who spend their days running to local hardware stores and other supply shops to pick up a box of screws, an extra gallon of paint, a new saw blade.
They're just a runner, they don't have access to full xero suite. Their job is take a picture of the receipt in Xero Me and submit it as an expense allocated to the correct the job, and then move on to the next errand. However, now that employee has 1 receipt that they need to allocate to 3 different projects, this is impossible to do in Xero me, so what is the employee to do? In my company the answer is to sloppily jot down the 3 jobs on the back of the receipt, crumple the receipt in the bottom a Home Depot bag, remember it a week later, spill some coffee on it, and then put it on my desk with a posit it note that says "sorry, forgot to turn this is last month."
This could all be avoided if you could simply split a receipt in the XeroMe app.