Settings and activity
4 results found
-
73 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.
An error occurred while saving the comment An error occurred while saving the comment 
Sam Robilliard
commented
Needed for addresses and various other important info
-
352 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Sam Robilliard
commented
Xero admin this shocking service. Xero Projects was sold to us as the perfect solution, but it does not even incorporate standard Xero features let alone any to improve the system. Quickbooks has all of the features we required. Someone has dropped the ball here. Very disappointing.
An error occurred while saving the comment Sam Robilliard
commented
We moved from QBO to Xero under the impression it was better. Some things are better in Xero Projects but the ease of PO's in QBO is much better.
If you already use QBO think twice about moving until Xero pull their finger out and make Projects what it was promised to be.
An error occurred while saving the comment Sam Robilliard
commented
Very disappointing this is not being made priority. This is a key function of which the ability is possible in slightly different way for just Client assignment, and should be available on an extra, paid for, addition to Xero.
An error occurred while saving the comment Sam Robilliard
commented
Hi It wont just benefit, it is essential. At the moment we have no way of noting which part of order goes to which client. This is making a huge amount of work for us that we did not have using Quickbooks. Starting to regret moving to Xero (and I dont say that lightly).
An error occurred while saving the comment Sam Robilliard
commented
Have just switched from Quickbooks to Xero and very disappointed this is not a function. Slowed down our whole process.
Sam Robilliard
supported this idea
·
-
94 votes
An error occurred while saving the comment Sam Robilliard
commented
I have nowhere to keep a track of this in Xero.
Sam Robilliard
supported this idea
·
-
116 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 🙂
An error occurred while saving the comment Sam Robilliard
commented
Essential.
What do the Xero team have against making much needed improvements on Projects. There are issues on Projects (like this one) that should have been resolved before even rolling it out.
Shame on you Xero, we don't need anymore ways to make the Reports look pretty, the bookkeepers need these fundamental issues resolved ASAP.