Settings and activity
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3 votes
Leah McVeigh
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5 votes
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
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6 votesLeah McVeigh
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20 votesLeah McVeigh
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9 votesLeah McVeigh
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47 votesLeah McVeigh
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7 votesLeah McVeigh
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150 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 🙂
Leah McVeigh
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97 votesLeah McVeigh
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34 votesLeah McVeigh
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13 votesLeah McVeigh
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23 votesLeah McVeigh
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34 votesLeah McVeigh
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23 votesLeah McVeigh
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31 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Leah McVeigh
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10 votesLeah McVeigh
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97 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.
Leah McVeigh
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201 votesLeah McVeigh
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312 votesLeah McVeigh
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367 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Leah McVeigh
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I would be interested in this ONLY if it were possible to assign expenses and bills to completed projects. It currently isn't possible to do that so I'm constantly re-opening closed projects, assigning a bill to them, and then closing them again.