Settings and activity
5 results found
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4 votes
Jaime Bates
supported this idea
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71 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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112 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
supported this idea
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4 votesJaime Bates
shared this idea
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36 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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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.