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84 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.
Freya Pieroz
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32 votes
An error occurred while saving the comment Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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430 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Freya Pieroz
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28 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Freya Pieroz
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12 votesFreya Pieroz
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12 votesFreya Pieroz
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68 votesFreya Pieroz
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21 votesFreya Pieroz
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21 votesFreya Pieroz
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4 votesFreya Pieroz
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4 votesFreya Pieroz
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2 votes
Hi Fiona, hoping you may have seen my recent update that we have now developed the ability to upload files to a contact record from the file library.
Appreciate your idea is still valid also and we'll continue to track the demand for this here. If there's any further changes around this, I"ll let you know. Thanks
Freya Pieroz
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4 votesFreya Pieroz
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41 votesFreya Pieroz
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54 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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The reference for the invoices tells me which contractor is being on-billed on which subcontract, and therefore which contact at the client to call about the unpaid invoice. Having to open the invoice to find out which subcontract it is (and then look up who to contact in the master list we have to store outside of Xero since Xero can't deal with needing multiple contact names at the same client) is extra time that's purely wasted.