Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Quote & Invoice lists - View Projects

    32 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Victoria Humphreys commented  · 

    Projects - Reference field on linked Quotes & Invoices list
    Currently with no reference large projects with multiple quotes and invoices require opening each one to located the wanted information - very time consuming and limits usability.
    Plenty of 'space' on the list for a reference field.

    Victoria Humphreys supported this idea  · 

  2. Projects - Notes or Description field in Projects

    86 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    26 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    An error occurred while saving the comment
    Victoria Humphreys commented  · 

    Notes field is critical to usability. Currently having to retain information offline and cross-reference which limits the usability of Projects for our clients companies.

    Victoria Humphreys supported this idea  ·