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12 votes
Bridie Williams
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5 votesBridie Williams
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120 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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360 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 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?