Settings and activity
11 results found
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57 votes
Tim Mitchell
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95 votesTim Mitchell
supported this idea
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167 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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138 votes
An error occurred while saving the comment Tim Mitchell
supported this idea
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741 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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10 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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119 votesTim Mitchell
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25 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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86 votes
Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.
You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.
While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.
Tim Mitchell
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190 votesTim Mitchell
supported this idea
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235 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Tim Mitchell
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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.