Settings and activity
58 results found
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3 votes
Kate Rozmarniewich
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25 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Kate Rozmarniewich
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30 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Kate Rozmarniewich
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183 votesKate Rozmarniewich
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84 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Kate Rozmarniewich
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89 votes
An error occurred while saving the comment Kate Rozmarniewich
commented
Need this 100%! This is one item that costs me a ton of time.
Kate Rozmarniewich
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182 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Kate Rozmarniewich
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57 votesKate Rozmarniewich
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3 votesKate Rozmarniewich
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24 votesKate Rozmarniewich
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17 votesKate Rozmarniewich
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41 votesKate Rozmarniewich
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15 votesKate Rozmarniewich
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73 votesKate Rozmarniewich
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370 votes
An error occurred while saving the comment Kate Rozmarniewich
commented
I am hoping something to solve this issue is added soon. I have seen many people leave xero for this and I have been looking at alternatives also.
Kate Rozmarniewich
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120 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
Kate Rozmarniewich
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401 votesKate Rozmarniewich
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109 votes
An error occurred while saving the comment Kate Rozmarniewich
commented
This would be a very handy feature to have!
This is actually a critical piece that is lacking in Xero. Additionally, the ability to put a description with each task is more than critical in my opinion. I find it a bit odd that this feature was not deemed an absolute must have by xero... I feel that this shows a lack of understanding about the users that are choosing xero projects