Projects - Ability to attach Files to a Project
Ability to attach files to Xero projects.
Purpose: To make users’ able to attach necessary documents for their project such as contracts and quotes.
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
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Fahad Tahir commented
Would be great to add a file to estimated costs, for example we have booking forms we sign and are expecting invoices for. Would be good to be able to add the booking forms into projects to keep the data in one place.
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Jamaica Ambon commented
Hopefully this feature will be available soon. It will be of great help to find all relevant documentation to a project, - contracts and agreements so that it can be easily referred to. It will also help keep track if a certain project is still within the terms.
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Geoff Holmes commented
Please accelerate the implementation of the facility to add notes to projects - this is critical for a number of my clients
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Patrick Bossert commented
I need to attach receipts automatically to expense invoices. It’s driving me crazy doing it manually
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Josie Rowe commented
Agree, I want to be able to add notes and files to Projects. Why can't you add this as you did for adding files to contacts????
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Robert Silver commented
Their business model is to create a subscription based module, paid monthly, then produce no updates for that product.
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Sam Robilliard commented
Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.
I can even add an attachment to this comment. Why not in projects?
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Sarah Cullum commented
This is absolutely critical for us to consider using Xero Projects in our business. We have to send lengthy legal documentation with all quotes for projects and need all project staff users to have access to these within the software. There would be too much risk of human error in keeping these stored separately within files. We also need the ability to add notes to projects, this seems like a really obvious feature, I can't understand why it has not been added?
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Anja Wakeford commented
It would definitely persuade us to use Xero Projects if you could attach documents to the specific projects.
This future is crucial to our business.
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Geoff Budge commented
This enhancement to our project management system would be perfect and significantly increase efficiency and organization. The ability to attach documents, drawings, photos, plans, notes, and other relevant files directly to a specific project would be incredibly beneficial.
Having a central place to store all project documentation not only makes sense but would streamline our workflow and ensure all team members have easy access to necessary materials.
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Kevin Turner commented
Echoing the wishes of many users below:
The ability to attach documents, drawings, photos, notes etc. directly to a project would be of huge benefit.
The Project is the obvious and sensible place to file project documentation.
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Charlotte Godbolt commented
- documents:
I would like to be able to attached documents to projects (eg engagement letter, statement of work, and such..) .- notes
Also would like to be able to write notes (eg that the deadline is open to negotiation, or the budget is capped within a range.. or that there are phases to the budget cap for the projects...OR ideally to have this detail able to be registered against the project - eg to enter a project estimate for phases and progressive timelines...
This would actually enable us to track in Xero how we're delivering against client project-budget milestones, and to keep team and client communications up to date when budget timelines are shorter or more sophisticated..Thanks
Thanks
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Robyn Bates commented
Please add a feature to attach photos to a project. It’s critical in our business
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Nicole Neale commented
Has there been any movement on this? We would really like to keep all the technical drawings used with each project for future reference.
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Jack Aude Pichette commented
Adding files to projects will allow us as a charity to track individual grant paperwork to the specific grant instead of in bulk to the client. Grants can cover the lifespan of an organization and often have a few annexes & addendums that can be difficult to manage! Besides that, works great though I wonder if there's a way to isolate amount unpaid as well, I track the estimated expense ex: 10K and enter an invoice for 10K but the fundor holds back 25% until after final reports.
Thank you for you work!
For other people seeking solutions for multi-project AND FUNDER reports, Xero offers a flexible solution and I highly recommend however we have not integrated a CRM yet. If anyone knows of a seamless integration for our needs please let me know, this is currently underway :) -
Jennifer Yates commented
Adding FILES to the projects would greatly benefit our company. With our engineers, sales reps and project managers that travel it would be convenient to have a copy of the customer write up, photos, notes, etc. for everyone to access. Please consider adding this option to xero.
Thank you -
Jimy McGilchrist commented
Hi, I'd like to be able to add photos to projects from the projects app so I have a visual reference of what the project is. I'm a builder so it would be handy to see which job it is/was visually.
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Daniel Collins commented
Projects module needs updating as it hasn't been added to in a while. If adding the files feature isn't possable the ability to add external directory like FTP would be better. And the work around mentioned isn't workable. Why would you store files for a project in a seperate area
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Anna Newman (was Clare) commented
Would be a great feature for staff who only have access to the projects app.
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Micah Liddicoat commented
Absolute no brainer for a multifunctional App. Otherwise it’s a cost and Time tracker and I still need project management software