Link Projects to Invoice Line Items
Currently its impossible to link invoice items (revenue) to projects using the Accounting API. Furthermore, its impossible to modify invoices that have line items that have been linked to projects using the web UI.
This is a show stopper for us who have automated billing solutions and want to track the profitability of those projects within Xero. It's heartbreaking to have to do this outside of Xero.
Please make it possible for us to link invoice line items to Projects in order to use Xero as our Billing engine for invoices and invoice items that are generated outside of Xero using the API.
Alexander Bateman commented
I develop custom integrations for small to medium sized construction/contracting businesses and help consult them on automating some of their processes.
I have been looking all over the place for a good bookkeeping and accounting software to recommend them that seems to be the friendlist to people in these industries, and Xero seemed like a good fit at first because of the projects API, which is something that other options like QuickBooks haven't supported properly for years.
But it's impossible to really meaningfully help them lessen their workload, excel and grow, if you can't interact with the projects on the bills and invoices.
All construction and contracting is based on projects and more projects, and manually trying to keep track of each and everything is a growth killer for the businesses I work with. Either they bleed money due to poor bookkeeping and accounting, or just can't keep up with it all and have to limit their growth.
I would really love if this was supported for the sake of all businesses out there that operate in a project centric manner. Thank you.
Josh Buesking commented
As others have mentioned this needs to be prioritized.
I'm so sick of everything being automated but having to manually assign the project once the invoice is generated.
Nick Handel commented
This is a critical omission and renders the projects capability pretty much useless. Anyone from Xero care to let us know how this is being prioritised?
What is a project if not a collection of related items such as POs Invoices, Quotes etc.
For Xero not to provide this and not to have any plans to make it happen is ridiculous. Its like saying we sell bicycles oh but not the wheels.
Mark Spencer commented
Because the Xero APIs do not currently allow us to post Invoice line items to Projects then our staff are having to do this manually. The rest of the process is automated but this last step requires human intervention.
It doesn't make sense to be able to associate line items to a Project at the user interface but not through the API. This devalues our workflow automations and frustrates the heck out of our staff!
+1 for this feature request. Without this, the project tracking in XERO is useless.
Hope XERO can implement this quickly as competitors already have this functionality.
+1 on this - this is critical for us, using the Project part of Xero and linking our project status in our internal system to the accounting elements.