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8 results found

  1. Project - Multiple contacts

    18 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

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    Kenny Holmes commented  · 

    The ability to assign project contacts rather than just assigning the company and using its default contact would be useful.

    I work on multiple projects for the same customer, but each project has a different client contact. It would be nice to be able to specify the contact list for the project instead of just assigning a customer.

    Kenny Holmes supported this idea  · 

  2. Projects | Tasks & expenses - Ability to group estimated expenses

    7 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Kenny Holmes commented  · 

    I use Xero for a projects based business.
    When writing a programme I create that programme based on deliverables. Its logical to create the tasks required to create those deliverables. If we could assign the project tasks into groups, it would help recognise what deliverables they relate to.
    I wouldn't expect accounting software to have a perfect match up against programme deliverables, but grouping them would make the logic clear and make the product applicable for more project based companies. Anyone with anything other than simple project needs has to look outside of Xero.

    Kenny Holmes supported this idea  · 

  3. Xero Projects - Create project from accepted quote

    92 votes

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    19 comments  ·  For small businesses » Business features  ·  Admin →
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    Kenny Holmes supported this idea  · 

  4. Xero Projects - Add separate field for Project Number

    70 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Kenny Holmes supported this idea  · 

  5. Projects - Set different rates and multiple task for each employee

    49 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Kenny Holmes supported this idea  · 

  6. Projects - Sort Tasks and Expenses Alphabetically

    16 votes

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    4 comments  ·  For small businesses  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now. 

    When there is the ability to pick this back up we'll return to share with you here. 

    Kenny Holmes supported this idea  · 

  7. Xero Projects - Search Tasks within a Project

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Kenny Holmes supported this idea  · 

  8. Timesheets: Daily approvals

    38 votes

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    submitted  ·  14 comments  ·  For small businesses » Payroll  ·  Admin →
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    Kenny Holmes commented  · 

    I definitely agree flexibility on how time sheets are setup would be good.
    Myself, I would like to approve them weekly, but I have monthly paid staff.

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