Settings and activity
9 results found
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151 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 🙂
Tim Mitchell
supported this idea
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117 votes
An error occurred while saving the comment Tim Mitchell
supported this idea
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673 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Tim Mitchell
supported this idea
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9 votes
An error occurred while saving the comment Tim Mitchell
commented
Invoices have a field for the project, why not bills, expenses and manual journals? It seems farily fundamental to be able to allocate any transaction to a project.
Tim Mitchell
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23 votesTim Mitchell
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15 votes
An error occurred while saving the comment Tim Mitchell
commented
Although this only has 9 votes currently, surely this is a massive issue? How can anyone using projects NOT need this? Being unable to allocate manual journal lines to projects severely hampers the efficiency and effectiveness of the Project module and requires multiple manual workarounds for reporting.
Tim Mitchell
supported this idea
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59 votes
Hi team, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If you're interested and are available on Monday Sept 30, 1:45 - 3:15pm, and could come meet the team at our Xero London office - Share your details with us through the form here.
We have a limited amount of spaces, but if you don't manage to get invited this round our team may reach out when our n ext opportunity arises.
Tim Mitchell
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152 votesTim Mitchell
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180 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Tim Mitchell
supported this idea
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When copying a PO to a draft bill (whether marking it as fully billed or not), the bill has a link to the PO in the history, so why can't the PO number be included as a reportable field on the bill? This would presumably just be an autopopulated field from the copying, or even as a manual entry.
This is critical for ensuring POs are fully invoiced to enable reconciliations, accruals and reporting.