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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Andrew Murtha commented
I had three customers choose xero and change to QuickBooks because of the absence of this feature. It completely undermines the system purporting to do Projects.
Please can we have the ability to assign project to purchase order. -
Sam Robilliard commented
Very disappointing this is not being made priority. This is a key function of which the ability is possible in slightly different way for just Client assignment, and should be available on an extra, paid for, addition to Xero.
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Lisa Morrall commented
Hello, I just wanted to say I am new to Xero, moved from QBO. This function would highly benefit our business, so that we know we have ordered the items needed for a particular customers' project.
At the moment we have no way of checking or linkage. Please could you give me an update if there has been any progress since May?kind regards
Lisa -
Michael Farquhar commented
Any update on timings for this to be actioned ?
As we will have to move back to Sage if not added soon. -
Julie Morris commented
All Purchase orders to be assigned to a project and used as an estimated expense to track against.
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Sam Robilliard commented
Hi It wont just benefit, it is essential. At the moment we have no way of noting which part of order goes to which client. This is making a huge amount of work for us that we did not have using Quickbooks. Starting to regret moving to Xero (and I dont say that lightly).
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Lee O'Hare commented
This is essential for tracking costs on projects as it helps avoid going over the allocated budget. It should be a very simple feature to implement, I don't know why it hasn't been added already. SAGE has this feature.
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Steve Thompson commented
David Dunning,
I believe the “Project” column you are referring too is a Tracking Category labeled”Project”. Miss leading for sure. We’ve had to duplicate efforts in tracking all our XERO Projects into a “Project” tracking category as the existing reporting for XERO Projects is limiting to get a true P&L.
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David Dunning commented
This is critical, and it appears you literally already have it. There was a link shared by Roberto Serrano that shows a tutorial that was being done on POs and it shows the project column in the PO screen! This really should be something that is easy to implement.
I attached the screen shot. -
Victoria Dieni commented
Assigning Purchase Orders to Projects is an essential and critical element required to provide accurate reports on Project Reports.
What's the point of paying extra for Projects if you can not use it to its full potential!
Please please please develop this ASAP! -
Maggie Strevens commented
This is an essential function for our Business, hope to see it implemented soon...
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Andrew Dickson commented
This vitally important to maintain cashflow and cost management of projects.
With this functionality you see what invoices are rec'd awaiting payment and what future orders are in the system waiting to be either delivered or sent to suppliers. -
Sheryl Wong commented
critical as client will not move from MYOB because of this.
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Tasman Simkins commented
It is vitally important that we as able to assign a purchase order to a project.
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Martin Upton commented
Absolute critical for project management.
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Steve Thompson commented
I think Xero is trying to replace the use of PO in exchange for their Estimated Expenses function in Xero Projects. That said, if that is the case. I'd really like some better documentation on this. The current functionality of Estimated Expenses + Tracked and Untracked Expenses is doing a poor job at providing this level of detail in the project reports and is incredibly confusing without knowing how it is designed to be used.
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Dan Janes commented
Critical for knowing the value an organisation has committed to on a project by project basis. Without it organisations run the risk of over committing against projects. Work arounds very time consuming / manual. All is needed is a report that summarises open PO value by projects. Given the projects module is in place and such reports can be run for invoices, why can't this be done for purchase orders?
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Tom Langdell commented
Critical
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Steve Joyce commented
A Project module is of no value unless it is possible to book purchases to the project as they are ordered.
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Sam Robilliard commented
Have just switched from Quickbooks to Xero and very disappointed this is not a function. Slowed down our whole process.