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  1. Reconciliation - Add project without adding details

    16 votes

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    6 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting a quick method for adding a project to a transaction when reconciling.

    For the time being we're continuing to keep an eye on the interest for this here.

    If there are any updates we'll be sure to let you all know on this idea.

    Connie Rozanitis supported this idea  · 
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    Connie Rozanitis commented  · 

    To be able to add the Project Name in the bank reconciliation screen just like tracking, rather than having to click into the transaction to add in the project.
    Also, would love better reports for Projects - to be able to run the Project Detailed Report and have a column for the accounts that have been expensed so we can see the breakdown in where the expenses are.

  2. Projects - See a list of spend money transactions not allocated to a project

    7 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Connie Rozanitis supported this idea  · 

  3. Projects - Add a new Project when entering a Bill

    7 votes

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    0 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Thanks for sharing this idea about creating a new Project while you're entering a supplier Bill.

    Now it's up to the community to get behind and support your idea, by adding their votes and commenting to share additional detail about how this could also improve their own experience with Xero.

    Connie Rozanitis supported this idea  · 

  4. Reporting - Add Update button to bottom of page

    3 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Connie Rozanitis supported this idea  · 
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    Connie Rozanitis commented  · 

    Account Transaction Report - can we have the Update button on the fixed footer of the report as well as the top so when when we make any changes to a transaction we can update the report without needing to scroll back to the top of the page.