Settings and activity
4 results found
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41 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
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Steve Gardner
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93 votesSteve Gardner
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240 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Steve Gardner
supported this idea
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18 votes
An error occurred while saving the comment Steve Gardner
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This is needed otherwise the outstanding billable expense report rapidly becomes meaningless.
Steve Gardner
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Add a new project status before closed where you can still allocate bills, issue invoices and credit notes but is closed for all time entry. This allows a period of time for all project finances to be completed after all the work has be done.