Settings and activity
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166 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 🙂
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Maggie Curtis
supported this idea
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Enhancing Xero’s project management capabilities by enabling users to attach files directly to projects would deliver significant value, particularly for organizations managing complex itinerary projects with large groups. This feature would allow critical documents—such as travel briefs, specific travel requirements, and familiarisation reports—to be stored securely and contextually within each project.
For project managers and teams, this means instant access to the latest information, reducing the risk of miscommunication and lost documentation. Centralizing files within the project workspace streamlines collaboration, allowing updates and changes to be shared efficiently. This is especially important when coordinating logistics for large groups, where details are intricate and subject to frequent change.
From an operational perspective, this functionality would support compliance and audit readiness, as all supporting documentation would be organized and easily retrievable. It would also enhance financial oversight, enabling expenses and requirements to be tracked and matched to specific project activities.
By integrating direct file attachment into Xero projects, you would transform the platform into a comprehensive command center for itinerary management—empowering users to deliver seamless, well-documented experiences for every participant. This improvement would not only strengthen Xero’s value proposition but also address a real need for organizations seeking efficient, transparent, and collaborative project management.