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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ROGER BROWN commented
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.
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Dieter Pistor commented
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
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Tony GRIFFIN commented
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. -
Jana Dunnet commented
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!
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Minnie Russnak commented
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 -
Josh Buesking commented
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.
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Lynsey Thomson commented
I must say this is disappointing as it is a feature that many of our clients want to utilise. This is a crucial part of any job costing analysis, which, having projects function in the system, would suggest you are able to achieve.
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Adam Smith commented
Thank you for the update - we will be cancelling our projects users shortly as the software is not fit for purpose and requires a lot more development to be worthy of being charged for as an extra - which doesn't seem to be on Xero's radar any time soon.
I could understand if it was free while in development and then charged once fully released and useful.
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Elizabeth Waite commented
Hi Hannah,
I would suggest reviewing focusing your attentions on this in the near future, it unfortunately is something of an assumption when purchasing Xero projects so is a huge gap in functionality for us and by the sounds of it an awful lot of others customers.
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Clayton Wilson commented
Hi Hannah, I'm struggling to understand why this is so difficult for your company to achieve. Particularly since it can already be done once a Purchase Order becomes a Bill. What's the difference from your point of view?
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David Dunning commented
Thanks for the update Hannah. Pretty shocked at this to be honest.
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Emma Rosenblatt (Accounts) commented
Thank you for confirming this Hannah.
Due to this, and many other functionalities that Xero lacks, we will be transitioning to a new platform. -
Lee-Ann casbard commented
Christie Van der Beeke, whilst i appreciate what you are saying, the issue is that we need the reference box to tie it back to our projects. There is a important need for most of the Xero users
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Christie van der Beeke commented
Tony Morcom - on the top right of the Invoice template there is a reference box, which allows you to insert text. There is where I reference PO numbers. Hope this helps :)
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Tony Morcom commented
When working with local Councils or State Government entities, they provide a Purchase order that must be shown on the invoice, or the invoice won't be paid. I am new to Xero, so hooping I've just missed something....
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Stella Harris commented
It is important for us, as the person raising the purchase order, for a specific project, is not the same person that processes the bill when it arrives. This will then save the fact finding mission of which project the expense relates to.
The purchase order format and the bill format are almost identical, so the ability to do this should not be too far away. -
Eduardo Arvelo commented
This idea was proposed more than 5 years ago and still there isn't a significant/meaningful answer from XERO. Invoices and Bills already have the interface and the backdrop technology/code can't be that different (perhaps take into account a potential double entry!).
XERO team if you really look at this platform, provide an answer. I am okay to be wrong but at least have the courage to comment. This is suppose to be a mean for XERO to interact with customers and instead has become an excuse for the support team, with their favourite answer to software issues is: "please add your comments to the ideas forum" which is code for f-off.
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Peter Rek commented
To be honest, without this, the Projects module is more or less useless. Project Managers care about committed costs, not just invoiced. On big projects, orders may have substantial lead times, so the value of POs can far exceed the value of billed costs.
I've worked with Xero for a good few years and with multiple clients, but the lack of this feature is by far the biggest gripe I have with the software, and enough to make me consider alternative systems.
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Kevin Kellett commented
To be honest I was very surprised to find that this was not already a built in function. It should be a basic feature and greatly undermines projects. As soon as any company issues a PO it is committed to that cost and maybe this piece is being missed by the team. This feature needs to be prioritised. Xero has a huge number of positives and this would greatly add to your functionality.
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Travus Wynne commented
It is crazy that such a huge platform is not listening to it's clients on what is a pretty simple function. If you wanted to, you could write a line of code tomorrow and it would be up and running and we'd all be delighted. We have all waited patiently for far too long.