Settings and activity
8 results found
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13 votes
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
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6 votes
An error occurred while saving the comment Kenny Holmes
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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
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81 votesKenny Holmes
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58 votesKenny Holmes
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48 votesKenny Holmes
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14 votes
Hi team, great to get your feedback and support through the idea here. We appreciate the current task list is not always the most useful for managing projects, especially if they’re long running. We’ve started some work around this and enabling Xero customers to search tasks and sort by Name or Date Created. While in early stages at present we’ll keep you updated on progress for this here.
Kenny Holmes
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5 votesKenny Holmes
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30 votes
An error occurred while saving the comment Kenny Holmes
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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.Kenny Holmes
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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.