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  1. 212 votes

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    Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.

    As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.

    In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers

    Charlotte Godbolt supported this idea  · 
  2. 128 votes

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    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 🙂

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    Charlotte Godbolt commented  · 

    - documents:
    I would like to be able to attached documents to projects (eg engagement letter, statement of work, and such..) .

    - notes
    Also would like to be able to write notes (eg that the deadline is open to negotiation, or the budget is capped within a range.. or that there are phases to the budget cap for the projects...

    OR ideally to have this detail able to be registered against the project - eg to enter a project estimate for phases and progressive timelines...
    This would actually enable us to track in Xero how we're delivering against client project-budget milestones, and to keep team and client communications up to date when budget timelines are shorter or more sophisticated..

    Thanks

    Thanks

    Charlotte Godbolt supported this idea  · 
  3. 2 votes

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    Charlotte Godbolt shared this idea  · 
  4. 76 votes

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    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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    Charlotte Godbolt commented  · 

    I would also like to be able to attach important project docs to a project - eg engagement letter with client, statement of work, etc..

    Also I would like to be able to enter more detail in the project - eg progressive project phase deadlines and budgets for each phase..

    Charlotte Godbolt supported this idea  · 
  5. 30 votes

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    Charlotte Godbolt commented  · 

    agree they should be able to update their own bank details and addresses etc

  6. 9 votes

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    Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money? 

    Charlotte Godbolt supported this idea  · 
  7. 17 votes

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    If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

    There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

    Charlotte Godbolt supported this idea  · 
  8. 70 votes

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    Charlotte Godbolt supported this idea  · 
  9. 7 votes

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    Charlotte Godbolt supported this idea  · 
  10. 5 votes

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    Charlotte Godbolt shared this idea  ·