Settings and activity
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18 votes
Bridie Williams
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7 votesBridie Williams
supported this idea
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178 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 🙂
Bridie Williams
supported this idea
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546 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 Bridie Williams
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We have recently moved from SAGE to Xero and while most of what Xero has to offer exceeds our expectations, we came across in the hope that the Projects could be used throughout Xero. We are a construction based company with 50+ projects each financial year. However, its seems Projects are detected from the rest of Xero - no option to allocate a Project to a Purchase Order, No option to filter general reports by Projects. There are many limitations to Projects - Tracking accounts seem to have much more use, not sure why Xero cannot treat projects like tracking accounts?