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13 results found

  1. Projects - Ability to attach Files to a Project

    150 votes
    38 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

    Haley Declercq-Raye supported this idea  · 

  2. Projects - Assign repeating invoice to a project

    163 votes
    submitted  ·  64 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  3. Invoice - Link back to project from invoice

    11 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  4. Project - Import manual journal into Project

    46 votes
    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  5. Projects - Notes or Description field in Projects

    96 votes
    33 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    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. 

    Haley Declercq-Raye supported this idea  · 

  6. Dashboard - Ability to add sticky notes/notes

    153 votes
    submitted  ·  38 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  7. Project Reporting - Sort by invoice/bill date, rather than assigned date

    5 votes
    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye shared this idea  · 

  8. Profit & Loss report - Filter by project

    78 votes
    18 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Haley Declercq-Raye commented  · 

    Update project reports to pull transactions based on transaction date rather than the date a transaction is assigned. It would incredibly helpful to pull a project report that ties to your profit and loss.

    Haley Declercq-Raye supported this idea  · 

  9. Project report - Include account name and account code

    61 votes
    submitted  ·  24 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  10. Account Transactions report - Include project column

    78 votes
    submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  11. Project Report | Bills - Unpaid/paid bills per project

    20 votes
    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  12. Reporting - Include transactions and their project details

    6 votes
    2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Haley Declercq-Raye supported this idea  · 

  13. Xero Project reports - Click into transaction from report

    9 votes
    0 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams. 

    I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.  

    Haley Declercq-Raye supported this idea  ·