Settings and activity
3 results found
-
214 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 🙂
An error occurred while saving the comment 
Amy Eriksen
supported this idea
·
-
776 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Amy Eriksen
supported this idea
·
-
184 votes
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…
An error occurred while saving the comment Amy Eriksen
commented
At the moment we have to have a staff member spend half an hour to an hour each month to assign the automatically repeating and sent invoices to the projects (when the repeating invoices are for the same ongoing project, monthly or quarterly retainers). It's a timecost but it also introduces user error. Please add this feature as soon as possible because it would make the Project Summaries usuable without someone going in and assigning the repeating retainer invoices (75% of our client base) to the ongoing Projects that the invoices are for. Add to this that there's no workaround or corresponding feature we could do ourselves using Xero Developer, so we're completely dependent on you! Thank you 😊
Amy Eriksen
supported this idea
·
Agree - this would be the most useful feature for invoicing/accounts teams - every project and invoicing step needs a crosscheck against a file, so it would be very sensible to add the feature ASAP. Thank you!