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  1. Close project from task and expenses invoice

    1 vote

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March shared this idea  · 

  2. Billable Expenses - Files to copy through to the Sales Invoice

    183 votes

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    submitted  ·  107 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March supported this idea  · 

  3. Sales Invoice - Show associated Project name on the invoice

    51 votes

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    submitted  ·  16 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March supported this idea  · 

  4. Projects - Notes or Description field in Projects

    86 votes

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    26 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Stephen March supported this idea  · 
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    Stephen March commented  · 

    I would go further and date stamp notes so you can have multiple notes against a project. As there may be multiple conversations held between an initial quotation and approval to proceed, this would help any subsequent team members understanding the history of conversations made with client prior to approval. Also helps with tracking when follow-ups with a client were held.

  5. Receive Money - Ability to assign to a project

    28 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Stephen March commented  · 

    This is essential for any project based company that receives funds via credit card or PayPal (effectively anyone who deal B2C). I am amazed this hasn't been completed yet as effectively you cannot check profitability of a project if you cannot allocate funds received to a project. how can you make an effective business decision if you have incomplete data

    Stephen March supported this idea  · 

  6. Quotes - Title and Summary to flow through to Sales Invoices

    191 votes

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    submitted  ·  113 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March supported this idea  · 

  7. Quotes - Copy partial Quote to an Invoice

    58 votes

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    submitted  ·  28 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March supported this idea  · 

  8. Profit & Loss report - Filter by project

    69 votes

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    14 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen March supported this idea  ·