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1 vote
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An error occurred while saving the comment An error occurred while saving the comment 
Kiera Sheppard
commented
**Suggested keywords / search terms:**
Xero Projects
Xero Project Tracking
Xero Projects invoicing
Xero Projects draft invoices
Draft invoices showing as invoiced
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Separate invoice statuses
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Accounts receivable accuracy
Job costing
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Work in progress reporting
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Misleading project totals
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Do not include draft invoices in invoiced totals
Exclude draft invoices from project invoiced total
Option to exclude draft invoices
Invoice status filter
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Xero Projects feature request
Xero Projects improvement
Xero Product Ideas
Xero construction workflow
Xero for builders
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Xero Projects staged billing
Xero Projects progress claimsAn error occurred while saving the comment Kiera Sheppard
commented
I strongly support this.
Draft invoices should not be counted as “Invoiced” in Xero Projects.
For construction businesses, invoices are often prepared in advance for contract stages, progress claims, and milestone payments. That does not mean the client has been invoiced yet.
A draft invoice has not been approved, issued, sent, or become payable. It is only a prepared document.
When draft invoices are included in the project “Invoiced” total, the project reporting becomes misleading and makes the financial position of the job look inaccurate.
Xero Projects should separate draft, approved, sent, and paid invoices, or allow users to choose whether draft invoices are included in project totals.
Kiera Sheppard
shared this idea
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33 votes
Hi team, thanks for your engagement and support on this idea. We appreciate the need to have account codes allocated to projects. We will open this idea up for the community to add their votes/support on it. Feel free to share this with your peers and others who may find this feature beneficial. Cheers!
An error occurred while saving the comment Kiera Sheppard
commented
also piggybacking off this one,
**Feature suggestion: Draft invoices should not appear as “Invoiced” in Xero Projects until approved**
In Xero Projects, invoice line items assigned to a project currently appear as “Invoiced” even when the invoice is still in **draft** status.
This creates a major reporting issue for construction businesses and any business that uses staged billing, contract milestones, progress claims, or forward-planned invoicing.
For staged construction contracts, we often need to prepare draft invoices in advance for agreed contract stages, such as deposit, slab, frame, lock-up, fixing, practical completion, or variations. Drafting these invoices ahead of time is part of good project administration.
However, a draft invoice is not an invoiced amount.
It has not been approved, issued, sent to the client, or become payable. It is only a prepared document.
When Xero Projects counts draft invoices as “Invoiced”, the project report becomes misleading. It makes it look like the project has already been invoiced when it has not. This can distort project tracking, confuse staff, and make the project financial position inaccurate.
This is especially problematic where the project budget, costs, invoiced amount, and profitability are being monitored throughout the job.
A better solution would be for Xero Projects to separate invoice statuses inside project reporting, for example:
* Draft invoices
* Approved invoices
* Sent invoices
* Paid invoicesThe “Invoiced” total in Xero Projects should only include approved and/or sent invoices, not draft invoices.
Alternatively, Xero could allow users to choose whether draft invoices are included in project invoiced totals.
This would make Xero Projects much more accurate and useful for businesses that rely on staged billing, contract milestones, progress claims, and advance invoice preparation.
**Business impact:**
For construction businesses, this affects live job reporting, staged contract administration, internal decision-making, and financial visibility. Draft invoices being treated as invoiced income can make a project appear further progressed financially than it actually is.
Please update Xero Projects so draft invoices are clearly separated from actual invoiced amounts.
Kiera Sheppard
supported this idea
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12 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Kiera Sheppard
supported this idea
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18 votes
Hi Scott, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and opened it up for the community to add their support to it. We'll monitor this space in the meantime for visibility.
Kiera Sheppard
supported this idea
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15 votes
Thanks for the engagement here everyone, appreciate the feedback.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! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kiera Sheppard
supported this idea
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34 votes
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kiera Sheppard
supported this idea
·
**Additional searchable terms:** This issue affects Xero Projects, project tracking, job costing, construction invoicing, staged billing, milestone billing, progress claims, contract administration, project profitability, WIP reporting, project cash flow, invoice approval workflow, draft invoice status, approved invoices, sent invoices, paid invoices, and accurate project financial reporting.