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  1. Projects - Ability to attach Files to a Project

    214 votes

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    48 comments  ·  Projects & tracking » Projects  ·  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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    Stella Tzonis commented  · 

    The ability to attached documents to projects is essential. Do you have an update yet

    Stella Tzonis supported this idea  · 

  2. Practice tools | Staff - Ability to assign clients when inviting staff

    25 votes

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    1 comment  ·  Practice tools » Staff  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.

    Stella Tzonis supported this idea  ·