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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LSB Electrical commented
100% need to be able to add a document to a Project. Very important for any company.
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Jenny Mackenzie commented
This is really important - it then allows user to keep all the documentation associated with a project in an accessible location.
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Gus Leen commented
The ability to please add notes for a job so that e.g our administrators or staff can see.
Ability to upload documents would be excellent.
Ability to export when a job is due to apple calendar would be amazing!
Thanks so much. -
Vanessa Masters commented
The lack of this function will result in moving away from Projects. It is way too limited anyway.
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Sam Robilliard commented
Essential.
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Martin Upton commented
A real MUST for project management systems. Please implement as soon as possible