Settings and activity
19 results found
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162 votes
Laura Frampton
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166 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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109 votesLaura Frampton
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49 votesLaura Frampton
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38 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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41 votesLaura Frampton
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113 votesLaura Frampton
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38 votesLaura Frampton
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30 votesLaura Frampton
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32 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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36 votesLaura Frampton
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106 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
supported this idea
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228 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Laura Frampton
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299 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Laura Frampton
commented
Just needs all options in one place and it’s such a great ability having this email to bills feature especially with adding expenses to projects - the inability to do the same with credit notes has now knocked this feature back - especially when for example we may have one credit note come to us in the middle of 25 invoices which we would then have to manually find prior to uploading the other 24 documents. Just a simple conversation or edit to credit would solve this.
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219 votes
An error occurred while saving the comment Laura Frampton
commented
Please please please add the ability to add invoices directly to projects from Hubdoc the same as being able to add them as a billable expense.
The process is currently extremely time consuming.
Laura Frampton
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51 votes
An error occurred while saving the comment Laura Frampton
commented
Please can you request you add in the ability to add new full contact details directly via a new estimate (exactly the same as you can add them directly to a new invoice)
Laura Frampton
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Please can we have an update on this and any possible new features for projects.