Settings and activity
12 results found
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114 votes
Dawn Edginton
supported this idea
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127 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.
Dawn Edginton
supported this idea
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139 votesDawn Edginton
supported this idea
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192 votesDawn Edginton
supported this idea
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227 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 🙂
Dawn Edginton
supported this idea
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97 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Dawn Edginton
supported this idea
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29 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
Dawn Edginton
supported this idea
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6 votes
🌟 Thanks so much for sharing this idea — we can definitely see why this would be valuable, especially for customers managing project costs across multiple suppliers.
We’ve moved your idea to Gaining Support so we can better understand how many others would find this helpful too. While we can’t make any guarantees about future planning at this stage, we do recognise the legitimacy of the need you’ve raised and appreciate you taking the time to share it with us.
Please keep voting and encouraging others to add their support and use cases — it all helps build a clearer picture for our product teams.
Dawn Edginton
supported this idea
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20 votes
Thanks for the engagement here everyone, appreciate the feedback.We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Dawn Edginton
supported this idea
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21 votes
Hi Shelby, thanks for sharing this idea. We appreciate you bringing this to our attention. At present users are utilising tracking categories to track different locations of a project. However we appreciate the need for a seperate field for address. We're moving this idea to gain more support from the community. Feel free to share it with your friends and colleagues so they can add their vote and comments.
Dawn Edginton
supported this idea
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33 votes
Hi team, thank you for sharing how this feature could improve your use of Quotes in Xero.
While it takes a little work in setup, you could currently use an advanced branding theme and make changes to the docx template to remove fields you don't want shown to the customer.
Being open this isn't something we have direct plans for developing right now, however we'll continue to track the appetite her and share if there are any updates.
An error occurred while saving the comment An error occurred while saving the comment Dawn Edginton
commented
Currently, Xero Quotes does not seem to provide a way to group related line items under a single heading while maintaining a clear and customer-friendly layout.
In practice, many quotes are made up of multiple components (for example, materials, labour, and equipment), where each section includes several individual cost items. While this level of detail is important internally for pricing accuracy and cost tracking, displaying every line item to the customer can make quotes appear cluttered and harder to understand.
**Suggested improvement:**
Introduce a grouped or “folder-style” structure within quotes, allowing:
* A main line item (e.g. “Materials – £1,000”) to act as a group header
* Individual items (e.g. fibre, trays, tie wraps, junction boxes) to sit within that group
* The group total to automatically calculate from the underlying items
* Only the main group line to be visible to the customer by default
* The option to show or hide the detailed breakdown for the customer when required
* The detailed breakdown to remain visible internally for reporting and audit purposes
* The ability for this structure (and visibility settings) to carry through to invoicing
* Multiple groups to be used within the same quote**Impact:**
* Cleaner, more professional quotes for customers
* Retains detailed internal cost breakdowns without manual workarounds
* Better aligns Xero Quotes with real-world quoting workflows**Example:**
Materials – £1,000
* Fibre £750
* Trays £200
* Tie wraps £15
* Junction boxes £35Customer view: Materials – £1,000
Internal view: full breakdownThis functionality would significantly improve both the presentation and accuracy of quotes, while removing the need for current formatting workarounds.
Dawn Edginton
supported this idea
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609 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Dawn Edginton
supported this idea
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Great to see that my idea has been merged with this one - I received an email mentioning this was so they could be considered together, which feels like a really positive step.
Fingers crossed they will start to actively review, as I genuinely believe it could be beneficial for everyone and add real value to Xero if taken forward.