Settings and activity
68 results found
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33 votes
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Kate Rozmarniewich
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9 votesKate Rozmarniewich
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103 votesKate Rozmarniewich
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52 votesKate Rozmarniewich
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10 votesKate Rozmarniewich
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7 votesKate Rozmarniewich
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494 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.Kate Rozmarniewich
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16 votesKate Rozmarniewich
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30 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
Kate Rozmarniewich
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25 votesKate Rozmarniewich
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49 votesKate Rozmarniewich
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4 votesKate Rozmarniewich
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34 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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39 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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215 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.
Kate Rozmarniewich
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103 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
commented
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
Kate Rozmarniewich
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105 votes
An error occurred while saving the comment Kate Rozmarniewich
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Need this 100%! This is one item that costs me a ton of time.
Kate Rozmarniewich
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353 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Kate Rozmarniewich
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82 votes
Hi everyone, thanks for sharing your feedback with us here. We've been listening and taking this all into careful consideration. As you may have recently heard, we've made the decision to provide the same flexibility on payroll in AU and UK as you could before, as well as being able to process automated super payments for employees on all these business plans in Australia.
With these changes we'll be enabling payroll for 1 person on Ignite, and an additional for Grow (up to 2 people) similar to the Starter and Standard plans.
While we don't have a set date for this change yet you can read more on this through our blog post and we'll update you with more news when available through this idea. Thanks
Kate Rozmarniewich
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3 votesKate Rozmarniewich
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I absolutely agree with this. Although I am newer to using projects, I am noticing so many small additions that could benefit project based businesses significantly. I have gone through many of the product ideas list on here and it seems crazy to me that some of these ideas (such as a notes section or descriptions) have been continuously bypassed since 2019!!!