Settings and activity
8 results found
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8 votes
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Kerry Longley
supported this idea
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41 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Kerry Longley
supported this idea
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122 votesKerry Longley
supported this idea
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120 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.
Kerry Longley
supported this idea
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236 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Kerry Longley
supported this idea
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43 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Kerry Longley
supported this idea
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58 votes
An error occurred while saving the comment Kerry Longley
commented
I agree wholeheartedly, the projects module is very clunky and not at all intuitive - just the simple things like it showing purchase invoice numbers, suppliers and dates! The supplier contact module could also do with having a column showing the project each invoice is assigned to. Surely these are simple additions???
Kerry Longley
supported this idea
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15 votes
An error occurred while saving the comment Kerry Longley
commented
Would it be possible to include supplier name and invoice date in the Tasks & Expenses tab, within Projects. We currently have to add this information in the materials line which is inefficient when the information is already within the transaction.
Kerry Longley
supported this idea
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Add a 'Project Assigned To' column to the Supplier Activity page to readily and easily be able to find a particular invoice without having to click into each one.