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  1. 158 votes

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    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. 171 votes

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    Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.

    The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.

    We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.

    We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…

    Haley Declercq-Raye supported this idea  · 
  3. 13 votes

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    Haley Declercq-Raye supported this idea  · 
  4. 51 votes

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    Haley Declercq-Raye supported this idea  · 
  5. 103 votes

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    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. 162 votes

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    Haley Declercq-Raye supported this idea  · 
  7. 5 votes

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    Haley Declercq-Raye shared this idea  · 
  8. 84 votes

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    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. 71 votes

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    Haley Declercq-Raye supported this idea  · 
  10. 89 votes

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    Haley Declercq-Raye supported this idea  · 
  11. 22 votes

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    Haley Declercq-Raye supported this idea  · 
  12. 7 votes

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    Haley Declercq-Raye supported this idea  · 
  13. 13 votes

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    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  ·