Settings and activity
4 results found
-
6 votes
Thanks for sharing this idea.
We’ve moved your idea to Gaining Support so other customers who need a lighter service-tracking workflow can find it and add their vote.
For now, there are a couple of workarounds depending on what you need. If you mainly want reusable service items, you can set these up as untracked inventory in Products & Services and use them to prefill invoice details for services you provide regularly. If you need to track time or tasks and invoice that work later, Xero Projects can already track time and expenses and create tasks and expenses invoices for uninvoiced work, although we appreciate this may feel more in-depth than the simple workflow you’re asking for.
Thanks again for taking the time to share how this could work better for your business 😊.
Amy Tigani
shared this idea
·
-
75 votesAmy Tigani
supported this idea
·
-
73 votes
Hi team, appreciate your interest of this idea. While we don't have direct development for this planned right now we wanted to share a workaround that may help you here.
When adding the billable expenses to an invoice, you can override the unit price. Using Xero's inbuilt calculator, you include margin/mark-up by multiplying the unit price by the percentage you wish to mark up.
We understand this doesn't cover all situations of needs expressed. We will continue to monitor this idea and share if there's any progress.
Amy Tigani
supported this idea
·
-
234 votes
An error occurred while saving the comment Amy Tigani
supported this idea
·
Agree with all the comments below! Very fiddly to use Xero projects unless it is integrated with Hubdoc - opens up too much room for error in tracking project costs.