Settings and activity
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1 vote
Hi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation.
Would this achieve what you're in need of here?
Lauren Shepherd
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38 votesLauren Shepherd
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9 votes
An error occurred while saving the comment Lauren Shepherd
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12 votesLauren Shepherd
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42 votesLauren Shepherd
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An error occurred while saving the comment Lauren Shepherd
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Agree, I have the same issue. I don't want to have to create a new project each time a price changes. It would also make the project screen less congested if completed tasks could be archived.
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6 votesLauren Shepherd
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142 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 🙂
Lauren Shepherd
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72 votesLauren Shepherd
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Xero, I don't understand why column options that were previously available in the old version have been removed for the new version. My clients are now having to to extra work to get the same information. All the information is there, can the same column options be available across all the project reports?