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  1. Projects - Close or archive tasks

    40 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Veronica Rhodes supported this idea  · 
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    Veronica Rhodes commented  · 

    Our client, who runs several large and lengthy projects is seeking the ability to close Tasks/Phases that have been completed - without losing historical data and the overall financial picture of the project, whilst minimising time/costs going to completed Tasks. Any idea if this feature is going to be included in the current review of Xero Project functionality?

  2. Projects - Notes or Description field in Projects

    82 votes

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    23 comments  ·  For small businesses » Business features  ·  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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    Veronica Rhodes commented  · 

    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.

    Veronica Rhodes supported this idea  ·