Enter your idea

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?

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.

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.

Critical for this to be implemented, such a simplistic idea that is important for a Project in comply with many clients requirements

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.

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?

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.

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!

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!

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.

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

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.

Got an e-mail from Xero confirming that it can not be done - taking this customer to Quickbooks.

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.

This guy on youtube has Xero Purchase Order/Project assignment feature - in the UK! I have just incurred several $1000 converting to Xero due to this key feature among others - only to find that the Australian Xero doesn't actually have it.

https://youtu.be/sxV0lVpH1Ec?si=enfbOWbW_PRfMGw7

I'm embarrased that I didn't see this flaw between the UK and AU. And now that I go looking for solutions I find that Xero can't handle a problem in Australia that they already have solved in UK - even after 6 years. It seems that Xero AU has no sense of "Accountability" - just takes the subscribers' money and ignores an important request for 6 years.

I think its been six years that this has been a request, I sent this request in two years ago please explain how and why its taking you so long to try and give your clients what they need, you have merely changed other platforms but seem to have a mental block on this. It really would be appreciated if this could be placed at the top of the list and as Christmas is just around the corner it would be nice to have this as a Christmas present

Adding the ability to create and see Purchase orders for a specific Project would make our working day so much easier and enable us to integrate further into the Xero experience.
Please do this update asap.
Thanks.

This is just not good enough. With Workflowmax closing down, we are right now shifting project management to Xero and it needs this functionality. How hard can it be to enable the attachment of a document and the input of a textbox into a project, whilst it has the ability to do this with a quote as well as an invoice? Yes, we can create a draft invoice but we shouldn't need to jump through hoops for something this basic! This has nothing to do with the creation of POs, this is how to deal with receiving POs for accepted quotes!

Ergo : Id be very interested what other products people are looking at ...

Apple seem to be able to pump out updates every 6 months - Elon has landed on the moon - Ive been using XERO now for 3 years - I havent seen a single update ...
I'm following several topics : there has been no development on any of the user requests in 10 YEARS ... WTA Foxtrot

Everyone of these ideas falls back on the "underlying" excuse.

There's atleast 10 that I follow with nothing.

Nothing new has been added in two years I've been using Xero other than the find bills not assigned to project ability which is huge.

It's safe to say not to hold your breath on anything changing with xero so if you can't make it happen with what they got it's not happening.

All I know to do is create a task for the PO amount or use draft bill as PO's.

It's safe to say that team could have built xero from scratch with all of today's feature requests faster than updating the underlying technology.

I'd be willing to say that a small percentage of their user base uses projects and they are focused on the basic user like ecommerce.