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13 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Donna Jamieson
shared this idea
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5 votes
An error occurred while saving the comment Donna Jamieson
supported this idea
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34 votesDonna Jamieson
supported this idea
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12 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
Donna Jamieson
supported this idea
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12 votes
Thank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
Donna Jamieson
supported this idea
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12 votes
Hi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
Donna Jamieson
supported this idea
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178 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 🙂
Donna Jamieson
supported this idea
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98 votesDonna Jamieson
supported this idea
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6 votes
Hi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
Donna Jamieson
supported this idea
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23 votesDonna Jamieson
supported this idea
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15 votesDonna Jamieson
supported this idea
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115 votesDonna Jamieson
supported this idea
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77 votesDonna Jamieson
supported this idea
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An error occurred while saving the comment Donna Jamieson
commented
I can view my tracking categories on the classic invoice screen but not on the new invoice screen. Is there a reason for this? Am I missing something?
Yes, I totally agree. I don't understand why it is not already doing this! It so frustrating having to edit every invoice description.