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.
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Robert Hayes
commented
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Alexis Marelic
commented
If software companies want to be a market leader, then they need to listen to what their core users need. Win win!
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Georgia Everett commented
Missing basic functionality is costing incalculable admin hours annually and blocking real-time financial insights.
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Adrian Galessi commented
The absence of what seems like pretty simple functionality is adding hundreds of hours of admin per year and getting in the way of real-time financial analysis which is only increases risk to business health. Please prioritise!
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Simon Klobas commented
This is a critical feature. We have automated the entire invoice upload process using AI scanning to eliminate data entry, approvals and record creation in XERO via the invoice API.
Our bookkeep still needs to spend HOURS manually attaching projects to invoice line items once they are created in XERO.
UPVOTE!
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James
commented
5 years since the original ask. And still this doesn't exist.
Shame.
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Jan commented
Users are asking about this periodically. As a Xero App, it is frustrating that we cannot implement this for users that use Datamolino line items exports into Xero. Datamolino is heavily used for line items in Xero. It would be real nice if Xero would get around to actually implementing this.
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Orion G. (Orion3D) commented
I've been doing R&D to see if we could use XERO for the billing part alongside our own system, and just relaize there is no way to link invoices to project5s... Please implement this feature, this is truly critical for anybody using the XERO api that want decent reporting. To force users to do it manually is insane. Could someone confirm if this is on the roadmap before i look elsewhere for another solution? Cheers, Orion
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Camila Evelyl commented
This is a much-needed feature for those managing automated billing within Xero. The ability to link invoice line items to projects would streamline financial tracking and improve overall workflow efficiency. Until Xero implements this, users might have to rely on external resources to manage financial records effectively. For those looking to access legal records in North Carolina, https://nc-arrests.org is a useful resource. Hope Xero considers this update soon!
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Sara Rosa commented
Linking invoice line items to projects in Xero would be a game-changer for automated billing solutions. It’s essential for businesses to track profitability efficiently. A seamless integration would enhance workflow and financial management. For those managing healthcare shifts, https://smartsquarewellstar.org helps streamline scheduling and workforce planning. Hope Xero considers adding this feature soon!
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Avery Scarlett commented
You’ve made some great points about the limitations of linking invoice items to projects in Xero. Having this functionality would improve automated billing solutions and project profitability tracking. Hopefully, Xero will consider adding this feature soon! For those who love getting rewarded, check out this https://raisingcanessurvey.xyz to win exciting rewards.
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Jack Hurry commented
You’ve highlighted a crucial limitation in Xero’s Accounting API. Integrating invoice line items with projects would streamline automated billing and enhance project profitability tracking. Hopefully, Xero will address this soon. Meanwhile, if you're looking for a secure way to manage your health-related work portal, check out https://myvirtual-workplace.org for seamless access and management.
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Jack Hurry commented
This is a much-needed feature that would streamline automated billing and project profitability tracking within Xero. Having the ability to link invoice line items directly to projects would save time and reduce manual work. Hopefully, Xero will consider adding this functionality soon! For those managing finances efficiently, https://oneblood-rewards.org can also be a great way to optimize benefits.
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J. Aldworth
commented
Our customers are asking for reporting on invoices raised to projects on our platform.
Are there any plans to finish off the Projects endpoint so it has the functionality we require?
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John Corias commented
I couldn't agree more with this comment. We are generating outside of Xero using the API and are unable to add project codes to the entry. Please look at this as am urgent request and fast track on road map.
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Robyn Kidston
commented
Agree with all the comments below - we are a cross-hire business using API software to manage our hire contracts. We have paid for the Projects module in Xero for years which has been worthless - all the time being ridiculously optomistic that Xero will allow access to the Projects table which we can now link to.....but without access to invoice lines which seems illogical. Message from the API team yesterday saying this isn't on the roadmap. Very disappointing
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Vaibhav Lambat commented
I'm writing to suggest a valuable improvement to the Xero API: the ability to directly identify which invoices are linked to projects.
While I've explored the existing endpoints for both invoices and projects, I haven't found a clear way to establish this relationship through the API data itself.
Currently, it's challenging to determine which invoice line items are assigned to specific projects. This functionality would be highly beneficial for streamlining workflows and gaining deeper insights into project profitability.
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Mike Cuming commented
Any Update?
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Sam Bevis commented
I need to be able to associate an ACCPAY to a Xero Project via an API.
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Filipe Fernandes commented
Hello team, any update about that?