Settings and activity
17 results found
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101 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
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BRONWYN BOYLE
commented
I think Quickbooks are listening to what customers need and taking action. I moved to xero becuase of many recomendations but are now moving back. I lost track of so many items I needed to invoice and times on projects
An error occurred while saving the comment BRONWYN BOYLE
commented
I am now in the process of moving back to Quickbooks, projects are far more advanced than Xero and pruchase orders link with bills, Purchase orders show in projects and I don't have to reenter information again and again. Quotes allow a % to be invoiced and you can still see the balance still to be invoiced. and they have a 24/7 chat or phone help, not this send a case and we will reply sometime within the next 3 to 12 hours then ask you what you have already told them then back an froth like this for days.
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14 votesBRONWYN BOYLE
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54 votesBRONWYN BOYLE
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119 votesBRONWYN BOYLE
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42 votesBRONWYN BOYLE
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99 votesBRONWYN BOYLE
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71 votesBRONWYN BOYLE
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166 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 🙂
BRONWYN BOYLE
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163 votesBRONWYN BOYLE
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178 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
BRONWYN BOYLE
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
BRONWYN BOYLE
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25 votesBRONWYN BOYLE
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109 votesBRONWYN BOYLE
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94 votesBRONWYN BOYLE
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5 votesBRONWYN BOYLE
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525 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.BRONWYN BOYLE
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228 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
BRONWYN BOYLE
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Upgrade customers requests is more necessary than making things pretty and upgrading how things look, we want productive not pretty as business owners