Projects - Assign a Purchase Order to a Project
Ability to assign purchase orders to a project in Xero.
Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.
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Chris Rickerby commented
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.
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Peter Seabrook commented
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
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SONIA SALISBURY commented
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
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Robert McLucas commented
NEED NEED NEED!
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Yellowstone Products commented
Another user voting for this feature. Please implement asap!
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Robert van Rensburg commented
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.
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Cameron Walker commented
Team, 6 months have passed - hows progress? How close are we to turning a task in a project into a purchase order for a supplier?
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Maggie Strevens commented
It would be extremely handy to add Purchase Orders (POs/WO's) to a project, but with a specific restriction: they should not be "costed" until they become actual Bills.
This feature would be beneficial because it would reduce the amount of double handling we currently experience. Unfortunately, the current setup of the Projects add-on involves quite a bit of redundant effort.
By allowing POs to be linked to a project but only impacting the project's cost once they are converted into Bills, we can ensure more accurate project costing and efficiency in our processes.
I believe this change would significantly improve our workflow and reduce unnecessary administrative tasks.
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Ray Jamous commented
QBO does this function really well. I find it hard to believe that Xero cannot incorporate this into its system. The current Xero projects are nowhere as efficient and user-friendly as QBO, especially since QBO does not charge extra for the "projects" function.
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Philip Grudnoff commented
Critical for this to be implemented, such a simplistic idea that is important for a Project in comply with many clients requirements
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Edmund Mozzell commented
Accounting platforms are great at providing the necessary accounting but lack any real project assistance. It would be a huge step forward to have a platform where you can actually intergrade accounting processes with project processes and is able to provide reliable reporting information related to the project. We are currently having to pay for the project services as an add on and you don't actually get the full service, it's much like buying a new car but you aren't supplied the wheels.
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Marina Spina commented
Can we please get this feature, makes no sense to have the ability to add a Project and not be able to associate all transactions related to the job?
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Leon Weideman commented
So 7 years have passed, 344 votes and still no action on this functionality been created. Wonder what the lost opportunity cost of this missing feature has cost the Xero team. Can you advise if this on any development list or at least somewhere near the front of a development pipeline ? It's fairly simple, we simply want a real time COST OF PROJECT or COSTS OF ASSET OWNERSHIP in my case.
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Helen Rae commented
I cannot believe that the ability to assign Purchase Orders to Projects is not able to be done!! How are we expected to be able to produce a "real-time" P&L for a project? The response from Xero "this is not something that we’ll be able to focus our attentions on in the near future" is not good enough!
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Andrew Crompton commented
This seems to be such a basic yet fundamental part of the software. It makes the use of the Projects module so much harder and cumbersome to use.
The Projects feature is basically rubbish for what it is supposed to be able to do and we find ourselves exporting reports to excel and manually creating reports.
"Under review" is not an acceptable response!
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Brandon Smith commented
Very disappointing, Xero. The time this has taken to implement is unacceptable - coming from a very early supporter of Xero, investor in the company and early Xero Advisor.
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Nick Stanley commented
Joining up Projects with other elements of Xero will be critical in a decision that our client needs to make as to whether to move to Xero. Creating PO's from Expense estimates/quotes, assigning Po's/ to Projects and then linking to the receipt of a bill.
They will make a decision in next few weeks and at the moment i am struggling to recommend they use Xero -
Sheryl Adie commented
Hi - I was due to move to Xero from QBO - which keeps all relevant documents for the project in the project folder - its super helpful - and being unable to do this in Xero is hindering my decision to move platforms.
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Cobus van Zyl commented
Got an e-mail from Xero confirming that it can not be done - taking this customer to Quickbooks.
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Cobus van Zyl commented
I have spend weeks convincing a customer to move to Xero and on the first day of implementing I ran into this issue - so basic I did not even think of checking it first. Will have to look for something else as customer sees it (rightly so) as a deal breaker.