Settings and activity
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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 🙂
Jack Aude Pichette
supported this idea
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53 votes
An error occurred while saving the comment Jack Aude Pichette
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Please add cash coding to the project reports, this is critical to be able to use project reports
Jack Aude Pichette
supported this idea
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Adding files to projects will allow us as a charity to track individual grant paperwork to the specific grant instead of in bulk to the client. Grants can cover the lifespan of an organization and often have a few annexes & addendums that can be difficult to manage! Besides that, works great though I wonder if there's a way to isolate amount unpaid as well, I track the estimated expense ex: 10K and enter an invoice for 10K but the fundor holds back 25% until after final reports.
Thank you for you work!
For other people seeking solutions for multi-project AND FUNDER reports, Xero offers a flexible solution and I highly recommend however we have not integrated a CRM yet. If anyone knows of a seamless integration for our needs please let me know, this is currently underway :)