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  1. Quote & Invoice lists - View Projects

    31 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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

    70 votes

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    21 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. 

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    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  ·