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86 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!
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Shamien Wallis
supported this idea
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73 votes
Hi team, thanks for explaining the importance of this idea to your business workflows.
Right now, we’re developing a quote deposit flow where you'll be able to set one deposit as a fixed amount or percentage. 😊
Once available and your quote is accepted, Xero will automatically create and send the deposit invoice, with the remaining balance due later. This is intended to make the deposit and balance easier to track in Xero, without manually raising the first invoice.
It's actively being worked on and already with a small limited group of users. We’ll share updates when the rollout progresses, in the new year.
An error occurred while saving the comment Shamien Wallis
commented
Hello, this is very important to us, as we work on projects of varying values and sizes.
Could you please confirm whether we would be able to amend a quotation after the deposit has been paid? Our clients sometimes request changes to the project scope, content, or dimensions after making their initial deposit, which may affect the final price.
We would appreciate your clarification on whether such adjustments are possible.
We assign a unique project number to each of our projects, and we currently use this same number as the item code when creating purchase orders (POs) and sales invoices.
We would like to know if there is a way to link all transactions to this project number so that we can easily view all related sales, purchases, and expenses in one place.
Ideally, we would like to be able to enter a project number and see all financial transactions associated with that project, including purchase orders, supplier invoices, expenses, and sales invoices.
I have tried using the existing Projects section, but I find it is not very user-friendly when it comes to assigning sales and expenses to a specific project.
Having a simpler system based on a single unique project number would make managing and tracking our projects much easier.
We would also like to have this functionality in the Reports section, allowing us to filter transactions by project number and generate reports showing the total sales, purchases, expenses, and profitability of each project.
Additionally, it would be extremely helpful to have a field where we can enter the expected delivery date for each project.
This could make it much easier to generate Work in Progress (WIP) reports by identifying projects that have not yet been completed or delivered.
Ideally, we would like to be able to generate a report showing all purchase invoices and associated costs for projects that are still in progress, based on their project numbers and delivery dates.