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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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
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Clayton Hall commented
This may direct us away from using Xero.
How will we track customers purchase orders for projects? -
TOM RIGBY commented
Critical for projects to assist at Invoicing stage where picture and files can be added for information and later reference.
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Belinda Grocke commented
This feature would be amazing
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Susie Bourke commented
Please implement this as soon as possible, this is a must have for Project users.
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Jeremiah Appleby commented
I found there is a unique email address that you can use to send files directly to xero files folder.
It would be good to have a unique email address for each project, then you could forward emails with attachments directly to a project folder.
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Jaime Bates commented
This is a feature that would be essential to any Projects platform. Work orders, photos, compliance certificates, sign off sheets. They all need to be added so that they can they be attached to the final invoice going out to the customer.
Job notes also would be super helpful.
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Emma Rosenblatt (Accounts) commented
The solution you have provided Kelly unfortunately doesn't help at all...
First, the files attached to bills, invoices, spend money or expenses first of all aren't viewable to all users. Users with limited access to projects cannot view these nor do we want them to be able to.
Secondly, the attachments we wish to attach to projects are not related to a bill or expense. Attachments are PO's from customers relevant to the project. Photos of issues at the worksite and photos of drawings for construction.
Tradesman on the floor do not have computer access and therefore are unable to log in and upload a file to our drive or view an attachment from there either. This would also take a large amount of their time.
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Josh Buesking commented
Files, Notes, Custom Fields...Complete API. It is almost 2023 afterall
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Gus Leen commented
In addition, the ability to add notes to projects would be fantastic. Even if you could assign a note to a person i.e employee or administrator.
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Emma Rosenblatt (Accounts) commented
This feature would help so much and it is only such small feature to add. The same ability is already in Xero there is just no option for projects... It is really such an important ability - all the documentation associated with a project in an easily accessible location.
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LSB Electrical commented
100% need to be able to add a document to a Project. Very important for any company.