Settings and activity
24 results found
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24 votes
Laura Frampton
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3 votes
Hi Roger thanks for sharing your idea, and letting us know the changes that matter most for you. We can see how this idea can be helpful for some users. The best way indeed is to describe it as Find and recode for Projects. We've reviewed this idea and moved it to gaining support. Its upto the community now to get behind it. We will continue monitoring it for more traction.
Laura Frampton
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12 votes
Thanks for sharing your thoughts on the new navigation and homepage, Louise! I've just updated the title of your idea to help other members find and we can track the interest in a Projects widget.
We also have a couple of ideas related to simplifying the layout like you mentioned, and another for bolding of the navigation headings that you may like to vote for.
Laura Frampton
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5 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Laura Frampton
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Laura Frampton
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170 votesLaura Frampton
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179 votes
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 🙂
Laura Frampton
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115 votesLaura Frampton
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58 votesLaura Frampton
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41 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
An error occurred while saving the comment Laura Frampton
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48 votesLaura Frampton
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120 votesLaura Frampton
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39 votesLaura Frampton
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34 votesLaura Frampton
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36 votesLaura Frampton
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40 votesLaura Frampton
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10 votesLaura Frampton
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30 votesLaura Frampton
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38 votesLaura Frampton
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116 votes
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.
Laura Frampton
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![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
Please can we have an update on this and any possible new features for projects.