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  1. Project - Reference field

    108 votes

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    11 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Patrick Noonan supported this idea  · 

  2. Projects - Default account for invoice raised from projects

    19 votes

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    8 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for continuing to share how being able to set a default account for Projects would be useful to you.

    Being upfront this isn't something that we have in the pipeline at present, however the additional feedback here is useful for our teams and we are continuing to track support through this idea.

    While not a direct solve, a few months ago we introduced a new feature in reports where you can now drag and drop up or down a column within your invoices - so if you are updating all accounts of your invoices you could update the first cell and then drag from the blue dot in the bottom right corner down the column.

    We will share if there are any further updates.

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    Patrick Noonan commented  · 

    Invoices created from Projects should allow Customer defaults to be applied, or bulk assignment of Accounts, Tax Rates, etc. Some months' invoices have dozens of lines, so manually selecting every line to choose the same Account (e.g. Sales) is ridiculous.

    Patrick Noonan supported this idea  ·