Settings and activity
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10 votes
Leah McVeigh
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11 votesLeah McVeigh
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9 votes
An error occurred while saving the comment Leah McVeigh
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30 votesLeah McVeigh
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An error occurred while saving the comment Leah McVeigh
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I agree, this is annoying and should be fixed - however there is a workaround.
From the quote, look in the lower right section of the header and you should see a link that will take you back to the project. Once in the project click Invoice > Quote and xero will create a fresh invoice with the project column already filled out properly.
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7 votes
An error occurred while saving the comment Leah McVeigh
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without a field for a unique project ID number, deadline date is often the only way I can tell 2 projects with the same name apart from one another.
Leah McVeigh
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24 votesLeah McVeigh
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Leah McVeigh
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7 votesLeah McVeigh
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13 votesLeah McVeigh
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38 votesLeah McVeigh
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10 votesLeah McVeigh
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72 votesLeah McVeigh
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18 votesLeah McVeigh
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228 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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140 votesLeah McVeigh
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48 votesLeah McVeigh
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16 votesLeah McVeigh
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69 votesLeah McVeigh
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42 votesLeah McVeigh
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35 votesLeah McVeigh
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Agree! When I'm looking at a project financials report, I'm searching for the answer to 1 question. Did this project hit its target profit margin, and if not, what cost centers (gear, labor, etc) went over the estimated cost of goods sold. Projects seems incapable of spitting out a report that gives me this information quickly and easily.