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  1. Projects - Bulk-edit expense chargeability status or set project-level expense defaults

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    1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this idea, Gemma. We understand the request to bulk-edit expense chargeability or set a project-level default. This could make managing large volumes of project expenses much more efficient.

    We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share which approach you’d find most useful.

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    Marie Powell commented  · 

    We are a new customer and this is very frustrating to have to change these bills to non-chargeable (one by one) inside the projects section. It would help tremendously if there could be a default setting for each project to what type of project it is so that the costs automatically are entered correctly according to that job's contract terms. Cost + %markup, lump sum (inclusive of all expenses), etc. And/or, at minimum, the ability to select multiple expenses and change them all to non-chargeable at once would help as well. This is very time consuming and not manageable for us long term. Thanks!

    Marie Powell supported this idea  ·