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15 results found

  1. Projects - Notes or Description field in Projects

    106 votes

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    36 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. 

    Luisa Magao supported this idea  · 

  2. Projects List - View balance owed per project

    14 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  3. Bills/Invoices - Notes preview

    12 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  4. Sales Invoice - Show associated Project name on the invoice

    68 votes

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    submitted  ·  24 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  5. Profit & Loss report - Filter by project

    86 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  6. Invoice - Link back to project from invoice

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  7. Xero Projects - Create project from accepted quote

    107 votes

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    25 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  8. History & Notes - Projects - Log changes to Time entries

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  9. Dashboard - Ability to add sticky notes/notes

    165 votes

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    submitted  ·  46 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Luisa Magao supported this idea  · 

  10. Project - Multiple contacts

    22 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

    Luisa Magao supported this idea  · 

  11. Xero Projects - Add separate field for Project Number

    89 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  12. Projects - Different staff cost rate per project

    28 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao supported this idea  · 

  13. Project Summary report - "Project to Date" time period option

    12 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  14. Project Report | Bills - Unpaid/paid bills per project

    24 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Luisa Magao supported this idea  · 

  15. Projects - Bulk update project expenses to 'mark as invoiced'

    13 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Luisa Magao commented  · 

    We used to use this all the time as we have bulk listed items but charge the client as one inclusive item. Taking this feature away and forcing each to be done separately has made this cumbersome and time consuming. Please bring this option back. Why it was removed in the first place is beyond understanding.