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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 numbers

Thanks
Neil Helps
Zeelie Professional Accountants SA

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.

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.

We really need this feature for the project function to work for us.

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.

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.

People have been patient for 10 years … I’m not convinced Xero have any plans to improve anything!

Everyone.
These requests for functionality are a red herring.
I have added my support to numerous ‘critical’ gaps in the software

From 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

Hi Dana,

Has there been any progress on this functionality in the last 10 months? It would be a huge improvement.

Thanks
Karen

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...

Assign projects into purchase orders to save time

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.

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.

As a media agency, we really need this feature. Nearly every line item on a media buy invoice, will have a corresponding media purchase!

Our work around is to turn a PO into a draft BILL and then add the bill to the PROJECT
Not ideal but it works!

Agreed 100%. Xero is basically impossible to use for larger construction firms. And having loads of other specialised project costing add-on apps makes is very difficult and confusing for clients.

Please review, it's a really important function for project costing

Last update was nearly a year ago. Can you please provide an update with an estimated time for this to be addressed?

Please Please Please add this function. You can't fully track the financials of a project unless you can easily assign the purchase orders.

Karen - whilst Workflow Max may work for your company, it is an expensive integration and the ability to match Purchase Orders in Xero should be included in the core Xero software as a minimum.