Settings and activity
2 results found
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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 🙂
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86 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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Jimy McGilchrist
commented
This feature would be really useful for me so that I can make notes of variations to projects which re fixed cost, for example extra hours, materials so that when I invoice the job I have a record within Xero Projects of these things. currently I need to remember them or note them down so I don't forget. I would also use this to enter a description about the project and any specific notes that may be useful to look back on.
Jimy McGilchrist
supported this idea
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Hi, I'd like to be able to add photos to projects from the projects app so I have a visual reference of what the project is. I'm a builder so it would be handy to see which job it is/was visually.