Enter your idea

My current workaround, since the client requests the PO # be on the invoice, is to add the PO number to the end of the Job Name. I've also started a folder in Files for POs from clients so I can attach their documents to invoices, quotes, etc.

beyone basic bookkeeping function

So you have had this issue under review for a year. A year is a good long time perhaps things have got better?

Xero admin this shocking service. Xero Projects was sold to us as the perfect solution, but it does not even incorporate standard Xero features let alone any to improve the system. Quickbooks has all of the features we required. Someone has dropped the ball here. Very disappointing.

We are now looking to cancel Xero for this reason.

This was brought up over a year ago and this is the response we received and you have had numerous requests come in for this to be corrected and added and yet you have changed existing systems namely invoices and payables and yet nothing has been done in this regard. We really don't want this under review we want this under development and action. Can we now have an update on this which outliones dates when this will come into action

I find it very strange that you cannot add the project to the purchase order it seems so logical that it would be there so when we found that it wasnt we were very dissapointed and are trying to find away to work round it. I do not see the point in a projects module if it isnt working completely. Please sort, this is a basic must have for projects.

Assigning and attaching a Client's purchase order to a project Quote with an area to show the purchase order # on the invoice automatically to assist in getting paid faster. This is what I am hoping for.

I just create the PO, send it, then mark it as billed with draft status.

Works but is a bit wonky.

Hopefully projects will get more attention now that workflowmax was sold. Previously support always told me if Projects wasn't good enough to use workflow.

Can’t believe this hasn’t happened yet, it’s ridiculous. So simple to implement. Massive failure!
Also the inability to cover a quote into a Sales Order, as a stage before invoice!

Please implement this sooner rather than later. Now that WorkFlowMax is moving from Xero we need to be able to track client POs so we can get paid.

Why post ideas when, after nearly 6 years, you get a response saying no it's too hard we might look at it later...

Xero has sadly just become the typical tech garbage, seems purely interested in there bottom line instead of actually making the platform useful you cant even do the most simple tasks in most cases it makes your life harder not easier

We moved from QBO to Xero under the impression it was better. Some things are better in Xero Projects but the ease of PO's in QBO is much better.

If you already use QBO think twice about moving until Xero pull their finger out and make Projects what it was promised to be.

Xero would be the clear winner if they would finish the projects module.

QBO is terrible in my opinion and why I switched to Xero, I just didn't realize projects was half baked in.

PO's not being able to be attached.

Project Address's not possible.

API has no ability to assign a quote to a project, and once you manually attach the quote when you go to convert the quote to an invoice you have to manually assign the project again.

They add 4-5 features and they would seriously get lot's of positive feedback and new users. These aren't small little things, these are basic and mandatory that most just assume would be standard.

I really don't see much benefit of using projects if you don't have multiple projects for one customer. Yet if you do it's not really useful because of the limitations.

Hope they are trully modernizing the back end to be able to deploy features in the future but I'm afraid that might be smoke and mirrors and they are running the wheels of out dated technology.

Can someone confirm if quickbooks has this feature ? Sage has this but I dont want to move back to that platform.

I feel Quickbooks v xero is about 'net gain' since they have different features deployed to varying degrees of success.

Like the PO's to Projects QBO does have BUT there is no facility in QBO to be able to pay suppliers or generate pay file since there is nowhere to hold bank account details of suppliers!

There is no fixed asset management in QBO and exporting reports to excel is poor because it has inherent formatting (like sage).

QBO is much more user friendly though to the smaller business. Just make sure you do research on your needs before migrating from one to the other!

Most definitely Quickbooks have the ability. They have many things we keep on asking for here. I am seriously considering moving. They have their projects as a sub to the customer.

Out of curiosity does Quickbooks have this function?

There's about 6-8 must have features that have been requested for 5 plus years. These aren't "would be nice if" features but mandatory.

IT'S INSANE!

They kept trying to push me to Workflow Max which is 100 times more than I need. Hopefully since they sold it, they will focus on projects.

Not holding my breath though, I tell everyone if Xero can't do what you need, it never will be able to. No faith anything will get added.

I have been using the product for 16 months and have not seen anything new function wise. Just pretty reports.