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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Minnie Russnak commented
Weve been waiting for SIX YEARS for this ...
In 2017 I still had an iphone5 .... Im about to get the i15 in September
Meanwhile XERO users cant assign a PO to a Project ...
We are being fobbed off with this "logical" request with automated responses - with no end in sight for this ...
although other software packages offers this - somehow XERO have made this seem impossible / too difficult and they show no interest to offer this .... dont feel like they care about their users
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Andy Aplin commented
Needed to show cost commitments for projects, and since bills are allocated to projects, and bills flow through from purchase orders, then purchase orders should be allocated to projects.
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Eduardo Arvelo commented
Agree with Jame. You only have to look at the posting dates... idea opened in 2017. Feedback received in May 2022 and still waiting.
XERO is only smoke and Mirrors.
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James Weda commented
I think it's time to look for a better system. If they don't apply updates that we all request after having a few years to work on it, then it's time to move on. Don't hold your breath guys. Please let us all know if you find a better alternative.
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Josh Buesking commented
I have been using projects for 16 months. The only thing that I have seen changed or added is the timer to desktop. Don't hold your breath here.
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Scott Rendall commented
How many quotes do you need to take this request seriously?
PO’s must be able to link to a project.
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Neil Helps commented
Good day
We have converted a client from Jobsys to Xero. We feel there are a lot of things lacking in projects:
1) Sufficient linking of documents in the sales/purchases pipeline ie carrying over of numbers and then
2) Auto-numbering of projects would be so so so helpful
3) Drill downs esp with expenses being added
4) Document linkage to projects is crucial
5) Additional fields on invoices indicating project numbersThanks
Neil Helps
Zeelie Professional Accountants SA -
Conryd Salvesen commented
Now that you guys are retiring WorflowMax, which was the go-to suggested workaround, this has become a must. I don't see how it can reasonably be put off any longer.
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Bryon Calder commented
A way to filter or search through all the POs on Xero by project would be incredibly helpful. We assign a project when creating line items in the PO and thought you must be able to use this to create a tracking summary report for a specific projects to find all their associated POs. It turns out this isn't the case. I wanted to use a report such as this to track my total spend. At the moment you can only generate tracking summary reports for invoices, which helps me show what has been spent but not future spend and therefore doesn't give me the full picture.
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Edward Cosford commented
We really need this feature for the project function to work for us.
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Emma Rosenblatt (Accounts) commented
No a bad idea Thomas, but we don't want everyone with access to projects to see the PO. That is why if we could attach it in a way where only admin and managers can see it is no good.
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Thomas Hedberg Jr commented
We thought this was a critical function for us until we had a customer who issued us multiple POs for a project. We add each PO as Tasks to our projects (see attached). This way we can invoice across multiple POs on a single invoice and the customer can accurate apply the invoice task lines to the appropriate PO. This also lets us track our status for POs from within the Project app. We use this practice whether our customers issue a single PO or multiple POs per project.
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Minnie Russnak commented
People have been patient for 10 years … I’m not convinced Xero have any plans to improve anything!
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Minnie Russnak commented
Everyone.
These requests for functionality are a red herring.
I have added my support to numerous ‘critical’ gaps in the softwareFrom my research there are no plans to make any changes to the package
I am seeing requests for functionality from 10 years ago and no response and no updates from XERO
Don’t hold your breath
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Karen Bryant commented
Hi Dana,
Has there been any progress on this functionality in the last 10 months? It would be a huge improvement.
Thanks
Karen -
Emma Rosenblatt (Accounts) commented
Please add this feature. It is very annoying that we cannot already do this.
For workflow purposes this ability would be extremely helpful to assist with clean organization. Always having the PO available to view from anywhere would be very helpful.However, users with LIMITED user access do not need to be able to view the purchase orders. But if users with limited access could upload attachments such as photos this would also be very helpful for logistic purposes.
At the moment we pay for TRAK because XERO projects is not complex enough to cater for construction firms at all...
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Michael Neighbours commented
Assign projects into purchase orders to save time
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Nemanja Sinikovic commented
This if anything is a MUST. I don't know why this isn't one of the first things you do as it is vital in project management.
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Josh Buesking commented
5 years guys, 2022 no date planned.
I wouldn't hold my breath. It's all upgrading underlying technology for a year in almost all of these requests.
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Rob Llewellyn commented
As a media agency, we really need this feature. Nearly every line item on a media buy invoice, will have a corresponding media purchase!