Xero Projects - Add separate field for Project Number
Is there a way that within Xero Projects, we could have a field for "Project Number" and a seperate field for "Project Name".
Unfortunately we have found that some duplication of project numbers can happen within Xero as the project name and project number are within the same field.
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Steve Collins commented
It would be fantastic if the field would autogenerate the next number in a sequence as well. Ensuring the numbers are logical and there are no duplicates.
Projects could have been a viable replacement for WorkflowMax, but the lack of this function means it can't be used. I'll have to go elsewhere I think.
You are missing out on new revenue streams Xero!!
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Leah McVeigh commented
Is anyone ever going to implement this? It's just basic functionality... Add the field already, I'm begging you!
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Paul Tempest commented
I still can't believe this feature hasn't been actioned by Xero. All we need is a reference field box just so we can add a number or name ourselves. Gotta be the simplest of tasks to put this in
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Marian de Kretser commented
We do lots of small projects for one client, so identifying each one by a number that we can match to a job folder of work is crucial!
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Gael Beddoes commented
I have seen lots of discussion mentions about this, and the answer that xero projects is designed to be simple and basic. If it is meant for project tracking then surely a project numbering system is a prerequisite.
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Thomas Holliday commented
Need this feature added ASAP!!!
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Carla Lee commented
Projects - More Detail fields required
Ability to assign Project Number, Project Address, Order no and a description/notes field.
The current set up of contact/project name/date and estimate is insufficient
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Ronaldo Correa commented
Hi There,
Having job numbers is critical to control operations on projects. Same as you already have for invoice and PO's. Would be great to see those on projects too
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Carmen Edwards commented
Agree with all comments. The ability to sort the project list screen and run reports based on numbers rather than names or contacts would be very helpful.
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Julie Gelder commented
This would be a great addition. I use project numbers all the time, and it would be great if I could add them in a separate box. It would then make it a lot easer to automate with things like CRM systems such as Zoho.
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Vivienne Eggers commented
Yes it would be great if there was automatic project/job numbering in a separate field as well as a field for purchase order numbers.