Settings and activity
3 results found
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104 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.
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Admin Harvey Avocat
supported this idea
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31 votes
An error occurred while saving the comment Admin Harvey Avocat
commented
Please increase the amount of templates from 10 to 20. We need emails in 2 languages and 10 templates is super limiting. As a law firm we like to really personnalize the templates.
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Admin Harvey Avocat
supported this idea
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This would improve the user experience of Xero by a 1000% for business that operate on project base. Plus a module for status with the ability to filter would be amazing.