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  1. Projects - Notes or Description field in Projects

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    32 comments  ·  For small businesses » Business features  ·  Admin →
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    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. 

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    Zoe Simpson commented  · 

    As an accountant working with clients across various industries, I see firsthand how a dedicated notes section for Xero Projects could streamline workflows. Having a central place to log key updates, client requests, or project-specific instructions would not only improve team collaboration but also reduce errors during invoicing and reporting.

    Even a simple text field or a way to date-stamp notes for progress tracking would make a world of difference. I hope Xero will reconsider prioritizing this feature—it's an essential enhancement for many of us relying on Projects for day-to-day operations

    Zoe Simpson supported this idea  ·