Settings and activity
2 results found
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139 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 🙂
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422 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
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Anja Wakeford
commented
This request has been lodged in May 2022 already and this is a critical function for business owners who has office staff responsible for inventory.
Can we please get this updated to make everyone on Xero accounting's life easier???
I am sure there are lots of business owners looking for this update, but not taking the time to vote on this page.
Thank you Xero Team, we hope to see this upgrade before the end on 2022.
It would definitely persuade us to use Xero Projects if you could attach documents to the specific projects.
This future is crucial to our business.