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  1. 2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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    Zoe Jones commented  · 

    second this!!!!!!!!!!!!!!!!!!

    Zoe Jones supported this idea  · 
  2. 14 votes

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    Hi everyone, appreciate you highlighting this improvement. We can see how having separate staff cost rates and charge-out rates in Xero Projects could provide a more accurate view of project profitability.

    While Projects doesn't currently support individual internal cost rates for each user, some businesses use Tracking Categories alongside payroll and project reporting to compare revenue and staff costs. We appreciate this isn't the same as having dedicated cost rates built directly into Projects.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reporting views or profitability metrics you'd like this to support, let us know as those examples help us better understand how this could fit into your workflows.


    Zoe Jones supported this idea  · 
  3. 14 votes

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    Hi Polina, thanks for highlighting this idea. We can see how having Xero Projects data available within standard reports could make it easier to analyse financial performance without needing to switch between different reports.

    While Projects data isn't currently available as a reporting filter in standard financial reports, using Tracking Categories alongside your projects can help if you need project-based reporting within reports like the Profit & Loss.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or project metrics you'd like to see supported, let us know so we can capture those use cases too.


    Zoe Jones supported this idea  · 
  4. 9 votes

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    Appreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.

    I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.

    Zoe Jones supported this idea  · 
  5. 16 votes

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    Thanks so much for taking the time to share this idea with us, we can see how important this is for you. We’re moving this idea to Gaining Support so we can better understand how many others in the community would also find this helpful. Community feedback and votes play an important part in helping us gauge interest and understand the different ways this impacts customers’ workflows.


    Zoe Jones supported this idea  · 
  6. 130 votes

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    Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

    For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

    We're continuing to watch this space and will share if there is any progress. 

    Zoe Jones supported this idea  · 
  7. 8 votes

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    Zoe Jones supported this idea  · 
  8. 55 votes

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    Zoe Jones supported this idea  · 
  9. 140 votes

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    Zoe Jones supported this idea  ·