Settings and activity
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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 🙂
Donna Jamieson
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70 votesDonna Jamieson
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5 votes
Hi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab.
Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂
Donna Jamieson
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14 votesDonna Jamieson
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11 votesDonna Jamieson
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92 votesDonna Jamieson
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50 votesDonna Jamieson
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I can view my tracking categories on the classic invoice screen but not on the new invoice screen. Is there a reason for this? Am I missing something?