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4 results found

  1. Quote & Invoice lists - View Projects

    32 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mark Barton shared this idea  · 

  2. Projects - Ability to add Project Stages

    23 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark Barton supported this idea  · 

  3. Projects - Ability to attach Files to a Project

    139 votes

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    34 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

    Mark Barton supported this idea  · 

  4. Projects - Notes or Description field in Projects

    82 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Mark Barton supported this idea  ·