Settings and activity
10 results found
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4 votes
Jana Dunnet
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4 votesJana Dunnet
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12 votes
An error occurred while saving the comment Jana Dunnet
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3 votesJana Dunnet
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92 votes
An error occurred while saving the comment Jana Dunnet
commented
Yes, creating a project before a quote is so backwards!
Jana Dunnet
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82 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.
Jana Dunnet
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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 🙂
Jana Dunnet
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3 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
An error occurred while saving the comment Jana Dunnet
commented
Adding to this, the default due date when raising invoices from projects, based on customers settings, is not automatically created! A basic feature that should have been thought about as one can't always dig around and go back to find those specific terms!
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427 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Jana Dunnet
commented
This is just not good enough. With Workflowmax closing down, we are right now shifting project management to Xero and it needs this functionality. How hard can it be to enable the attachment of a document and the input of a textbox into a project, whilst it has the ability to do this with a quote as well as an invoice? Yes, we can create a draft invoice but we shouldn't need to jump through hoops for something this basic! This has nothing to do with the creation of POs, this is how to deal with receiving POs for accepted quotes!
Jana Dunnet
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182 votesJana Dunnet
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An error occurred while saving the comment Jana Dunnet
commented
With the finish of workflowmax as project management tool next year, we are starting to roll our Xero projects as an alternative and being able to have accounting/ admin staff allocate project expenses to a project at the time they are coding in hubdoc is critical. Having to go back into Xero to do it there makes the whole hubdoc function questionable. It should be easy enough to inport this ability into hubdoc, its able to see our chart of accounts, our tracking categories etc but WHY NOT PROJECTS?
Also having the ability to filter Projects by 'Assigned to' would be helpful