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  1. Projects - Ability to attach Files to a Project

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    40 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

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    FIXBUILDER Ltd commented  · 

    This is absolutely critical for us to consider using Xero Projects in our business. We have to send lengthy legal documentation with all quotes for projects, and need all project staff users to have access to these within the software. There would be too much risk of human error in keeping these stored separately within files. We also need the ability to add notes to projects. This seems like a really obvious feature; I can't understand why it has not been added.

    FIXBUILDER Ltd supported this idea  ·