Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoices - Option to identify which invoices are not assigned to a Project

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    marianne maritz commented  · 

    Hey🙋‍♀️guys!

    Critical for me. Volume of transactions makes it impossible to look for Invoice line items not assigned to a project. VERY VERY Time-consuming at the moment.

    I need to balance/reconcile invoice lines assigned to projects to Invoice lines assigned to categories??? Possible to do at the moment for Bills but not Invoice lines … Any ideas?

    If you can add an option "by Project" on 'Receivable Invoice Detail Report' it will be very easy to see which line was missed.

    Attached my report below. "Build" is the category field.

    Thanks guys!

    marianne maritz supported this idea  ·