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27 results found

  1. Quote - Copy Project through to Invoice created from a Projects quote

    22 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    James Digby-Jones supported this idea  · 

  2. Profit & Loss report - Filter by project

    90 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    James Digby-Jones supported this idea  · 

  3. Xero Projects - Add separate field for Project Number

    93 votes

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    submitted  ·  23 comments  ·  For small businesses » Business features  ·  Admin →
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    James Digby-Jones supported this idea  · 

  4. Xero Projects - Create project from accepted quote

    109 votes

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    25 comments  ·  For small businesses » Business features  ·  Admin →
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    James Digby-Jones supported this idea  · 

  5. Projects - ability to set a project currency

    55 votes

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    submitted  ·  16 comments  ·  For small businesses  ·  Admin →
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    James Digby-Jones commented  · 

    100% essential. We are UK based and work with clients in other countries and often quote and invoice in USD and Euro.

    We need to be able to set a project currency that flows through everything from setting up the initial project tasks and quotes and then invoices but also allows expected expenses to be set up in unique currencies as we work with sub-contractor suppliers worldwide and need the project profitability calcs to juggle everything correctly.

    James Digby-Jones supported this idea  · 

  6. Reconciliation - Foreign payment from foreign currency (different)

    37 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    James Digby-Jones supported this idea  · 

  7. Projects - Notes or Description field in Projects

    106 votes

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    36 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    James Digby-Jones supported this idea  · 
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