Enter your idea

So we are almost a year past your update - is there any further update? This causes us issues on both sides - one being able to track our own PO's/spending on projects - but also in invoicing having a specific PO field to enter client purchase orders in - I would also suggest that on a project level you have an element (like you do on client set up) that lets you put in a PO number and it's value and then you could draw down against this with alerts when nearing the end etc. this really shouldn't be too difficult for you to implement

Just saw the "How important is this to you? Voting lozange

Hi There are 411 votes for Purchase Orders to be added into Projects (or actually Projects to be an Option when raising Purchase Orders).

Last update was Nov 16, 2023

Surely if we have Clients that wish to use Projects it is entirely possible that they would wish to have Purchase Orders linked to those Projects.

Can I add my Vote to this, as we have Clients asking us this question.

Regards,

Shaun Ellis
SA Ledgers Ltd

Hello,

Attaching purchase orders to projects is very important for us to track what has been sent out. I would like to suggest a feature that allows us to manage multiple purchase orders from different suppliers under each project.

Ideally, under the Projects section, we should be able to see a list of suppliers for a project, and beneath each supplier, the various purchase orders sent to them. This would make it much easier for me to track orders by supplier, rather than having to search through the purchase order section or maintain a manual log, which is inefficient.

If we manage 5 to 10 projects at a time, and send out multiple purchase orders daily. Having this feature would save time and help with better organization.

Are there any plans to develop this functionality? It would be incredibly useful for users like us who rely on Xero Projects to streamline our processes.

On that note, I was watching a YouTube video and noticed that the Projects option appears under the purchase order, as shown in the video. Could this be a regional setting?

Link to the video - https://www.youtube.com/watch?v=sxV0lVpH1Ec&t=249s

Looking forward to your response.

Best regards,
Sarita

Projects is in your top tier pricing. Surely this means we should get a few updates over 2 years. Come on Xero, Project users have been making do and finding work arounds for crucial improvements for too long.

Hi Xero Team
Yes please, this would be a great improvement and very useful tool for project management.

From the Project view we need to see all associated Purchase Orders so we know if material has been ordered. It will also help us verify if project bills are legitimate.

Hi Xero Team - Its very important for the most of the companies to allocate project to purchase order and its very basic function. Most of the accounting software has this option. please can Xero also work on this and will help alot of the companies and will reduce the ratio of switching from Xero to another software. we hope that Xero team will work soon on this.

Is there a work around to connect a PO to a project at source rather than having to assign at the billing stage?

Any update on this?

This is an important part of our daily struggle. If we raise a PO for materials on a certain project we need to be able to attach it to that project so we are not forever searching for it. If we had a list of POs on each project it would make life much easier. Also a way to mark a PO as received woulf be great.

I have several clients that need to be able to raise purchase orders within a job so that they can track their orders better

Hi Hannah,

when will works on the purchase order platform be completed?

thanks
Leanne

I've come from using Workflow Max and other solutions, and now just need a simple solution. Whenever I've created a project in the past, I've added a PO number at creation time. Every client I work with demands this.

Now I've moved to Project Tracker I have to type in the PO number each time I raise an invoice. It's likely to introduce human error, get missed, and lead to unpaid or delayed invoices.

Come on Xero, it needs a reference field to be added and this to auto-populate the 'reference' box on each invoice.

Please can you get some focus on this piece of work, we don't really want to have to use 3rd party solutions to fill these missing links. We've invested a lot of time and effort into Xero, adapted process where needed to make your solution work for us, but there are some bits that we just can't get round and the allocation of PO's to projects and the ability to attribute multiple bills to one PO is two such areas. Please look into this asap, it has been something people have been asking for over 2 yrs now.

This is something that is definitely required, everything should be able to be in one place. It does not make sense to not have the option to add a copy of a PO received from a client, or even reference the PO number and values associated in the project section

It seems like a simple feature to incorporate in order for it to flow seemlessly from Purchase order to Bill, ensuring all costs are assigned to the correct projects

NEED NEED NEED!

Another user voting for this feature. Please implement asap!

Guys, this is critical in the Projects eco system - it's like having a plate of food without a knife and fork, almost there, but not quite yet.