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Projects - Notes or Description field in Projects

Add notes/description field in Xero Projects.

Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time. 

For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record. 

We're continuing to watch this space and will share if there is any progress. 

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  • Carla Lee commented  ·   ·  Report

    An Address field is also necessary in Projects

  • Veronica Rhodes commented  ·   ·  Report

    This would extend the usability of Xero Projects considerably. Static information for the Project could be held in a Notes field that could translate to the Project Summary or Detail Report, meaning less information needing to be held outside of Xero. Client Purchase Order, critical invoicing instructions etc.

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