Contacts - Option to add "New Project for This Contact"
Need the option on a contact page to open a new project for them. similar to the New invoice link
Bevan Simpkin
shared this idea
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
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Belinda Adams
commented
I was using QuickBooks for 15 years.
There are so many features on there that should really be considered to have on Xero.
Adding Sub Accounts (new quote to the contact) to existing contacts.
With this Sub Account, having the feature where you can enter all bills/suppliers that is an expense to this specific Sub Account (with out charging the expenses onto the Clients tcesi
This gives you an accurate / exact profit for that Sub Account.Having this, you can then monitor each Clients Sub account for previous supplier charges. We seem to always be fishing around looking for the invoice to see the previous supplier charges.
Is there a way to allocate supplier invoices to a quote without it wanting to add this as further charges to the Clients??