Settings and activity
20 results found
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91 votes
Chris Gevaux
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25 votesChris Gevaux
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1,044 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Chris Gevaux
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695 votesChris Gevaux
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3 votes
An error occurred while saving the comment Chris Gevaux
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22 votesChris Gevaux
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71 votesChris Gevaux
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46 votesChris Gevaux
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33 votesChris Gevaux
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113 votesChris Gevaux
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131 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 🙂
Chris Gevaux
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49 votesChris Gevaux
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137 votesChris Gevaux
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407 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.Chris Gevaux
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65 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Chris Gevaux
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40 votesChris Gevaux
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86 votesChris Gevaux
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13 votesChris Gevaux
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29 votesChris Gevaux
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4 votes
An error occurred while saving the comment Chris Gevaux
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It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges parking at a specific merchant which we can pass the cost back to then the rule should allow this kind of assignment.
We use Airwallex for our employee expense management and we require most of these transactions be assigned to a project, this means we have over 200 transactions a month we have to manually edit to add the project or customer, it's a significant time burden and completely unnecessary.Chris Gevaux
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Additionally it'd be great to be able to manage Employee Share Plans and other capital raising directly through Xero and integrated with payroll where bonuses are paid or LTI schemes apply.
Something like Cake Equity https://www.cakeequity.com/ would be fantastic, if Xero isn't able to build this functionality directly then maybe a partnership or integrations with Cake Equity for Payroll?