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1. Projects - Assign repeating invoice to a project

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   68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

   The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

   We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

   We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of Xero to deliver the most impact for our global customer base.

   Thanks again for being an active part of our community. 

   Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

   The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

   We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

   We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of… more

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   Amy Eriksen commented  ·  11 February, 2025  ·  Edit…  ·  delete…

   At the moment we have to have a staff member spend half an hour to an hour each month to assign the automatically repeating and sent invoices to the projects (when the repeating invoices are for the same ongoing project, monthly or quarterly retainers). It's a timecost but it also introduces user error. Please add this feature as soon as possible because it would make the Project Summaries usuable without someone going in and assigning the repeating retainer invoices (75% of our client base) to the ongoing Projects that the invoices are for. Add to this that there's no workaround or corresponding feature we could do ourselves using Xero Developer, so we're completely dependent on you! Thank you 😊

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   Amy Eriksen supported this idea  ·  11 February, 2025