Settings and activity
3 results found
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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 🙂
Sandy Sampson
supported this idea
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547 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
An error occurred while saving the comment An error occurred while saving the comment Sandy Sampson
commented
Assigning and attaching a Client's purchase order to a project Quote with an area to show the purchase order # on the invoice automatically to assist in getting paid faster. This is what I am hoping for.
An error occurred while saving the comment Sandy Sampson
commented
Please implement this sooner rather than later. Now that WorkFlowMax is moving from Xero we need to be able to track client POs so we can get paid.
Sandy Sampson
supported this idea
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6 votes
Hi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
Sandy Sampson
shared this idea
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My current workaround, since the client requests the PO # be on the invoice, is to add the PO number to the end of the Job Name. I've also started a folder in Files for POs from clients so I can attach their documents to invoices, quotes, etc.