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Xero Business Community

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Projects - Group Projects into Categories

Started by Emma Giatsios in Feature Requests | Idea

We use Projects for tracking different things, it would be good to have different categories for types of Projects then different views so you can see just the Projects that fall under that category.
Maybe different Tabs where the 'In Progress' and 'Closed' are.
Totally understand what you're getting at Emma. So we can dig a bit deeper, could you give us an example of how and why you'd be using this and how you'd like it implemented into Xero?
 

Jess W (Community Manager)

Hi Jess,
We use Projects to track expenses for different things:
Wifi Installations - We track expenses through invoices and added expenses for each individual Project we are working on, then invoice from there.
Maintenance Contracts - We Charge companies a set amount for maintenance either upfront or monthly so we use Projects to set the budget, end dates and then track the actual costs against the projects to see how much we have actually spent - commission is applicable for any margin once the contract is up.
Hardware Fund - When they take up a Mobile contract with us they are given a pot of money to spend with us on hardware (mobiles, tablets etc) we use projects to set the budget of how much they use then allocate the costs from invoices etc to come off the total so we can track how much they have left.

We have Projects in Scotland and England which would be good to look at individually and also 2 very large companies with lots of Projects that would be good to separate out.

More reporting would also be great, especially with the tracked expenses.

Thanks,

Emma
 

Emma Giatsios