Settings and activity
20 results found
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10 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Donna Jamieson
supported this idea
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10 votes
Appreciate the detail in your idea here, Lynette. While we don't have immediate work planned for this , it'll be good to get a sense of the interest from others in the community and if there's any change planned we'll let you know through the idea here.
Donna Jamieson
supported this idea
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69 votesDonna Jamieson
supported this idea
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3 votes
Thanks for bringing this idea to the community. We understand the request for Xero Projects invoices to automatically use the product or service description from your inventory items. Having those descriptions flow through could reduce manual edits and help create more consistent, detailed invoices.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to see it work.
Donna Jamieson
supported this idea
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3 votes
Hi Beata, thanks for sharing this idea. We understand the request to link supplier bills to an existing project estimate or expense line, rather than creating a new line each time a bill is assigned to a project. This could help keep project budgets aligned with actual costs and reduce the need to manually remove estimated expenses once the bill has been received.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular project workflows where this would have the biggest impact, we'd love to hear more.
Donna Jamieson
supported this idea
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46 votes
Thanks for your detailed feature request to introduce task categories and sub-tasks in Xero Projects.
We’ve reviewed your submission and have now moved it to the Gaining Support stage.
This means the idea is live on the forum for other members of the Xero community to add their votes and comments. Our team keeps an eye on the ideas in this stage and uses the number of votes and the shared use cases to gauge demand for new features.
Thanks again for taking the time to share your feedback and help us improve Xero.
Donna Jamieson
supported this idea
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28 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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5 votes
Appreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.
I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.
Donna Jamieson
supported this idea
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5 votes
Thanks for sharing this idea, Fiona. We understand the request to assign individual project tasks to specific employees. This could make it easier to clarify responsibilities and manage workloads within a project.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share how you'd like it to work.
Donna Jamieson
supported this idea
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3 votes
Thanks for sharing your idea. As you're aware, a single email address cannot currently exist in more than one employee record, so you'll need to remove it from the terminated record before adding it to the new one.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit so they can add their vote, too!
Along with voting, other members can now comment to share additional details about how your idea could improve their experience with Xero.
Donna Jamieson
supported this idea
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139 votes
An error occurred while saving the comment Donna Jamieson
supported this idea
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38 votesDonna Jamieson
supported this idea
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20 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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68 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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227 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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115 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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29 votesDonna Jamieson
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16 votesDonna Jamieson
supported this idea
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87 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?
It would make sense that we should be able to create a project from an accepted quote, automatically populating tasks in projects with those itemized on the quote.
It seems that this has been raised before but there doesn't seem to be forward momentum on getting this fixed.
It would also be helpful if the project could be shown on the Quote page to show that it has been set up. At present we have to open up each quote to see if a link to the project has been created.