Settings and activity
9 results found
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2 votes
Jaime Bates
shared this idea
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4 votesJaime Bates
supported this idea
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428 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Jaime Bates
supported this idea
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12 votes
An error occurred while saving the comment Jaime Bates
supported this idea
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15 votesJaime Bates
supported this idea
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An error occurred while saving the comment Jaime Bates
commented
Assign staff to projects without having to invite them into the file
My client runs a maintenance business with external contractors doing the work. We want to be able to assign the contractors to the Project so we know which contractors have been assigned the work (as there could be up to 10 contractors doing parts of the one Work Order) but Xero won't let us do this unless the contractor is invited into the file.
We don't want this as we don't want any of the contractors to see any of the details of the jobs. -
5 votesJaime Bates
supported this idea
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82 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.
Jaime Bates
supported this idea
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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 🙂
An error occurred while saving the comment Jaime Bates
commented
This is a feature that would be essential to any Projects platform. Work orders, photos, compliance certificates, sign off sheets. They all need to be added so that they can they be attached to the final invoice going out to the customer.
Job notes also would be super helpful.
Jaime Bates
supported this idea
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43 votes
An error occurred while saving the comment Jaime Bates
commented
Agree - I would like to recommend Xero Projects to more of my clients but these types of illogical road blocks continue to stop us.
I also hope to see this get more traction.
Jaime Bates
supported this idea
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Agreed, you can filter by your own Projects at the moment but adding the ability for Projects Admins at least, to filter by other team members to get visibility over what's on everyone's plate would make things so much easier. At the moment it's impossible to get an overview of who is doing what