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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.

Our Company uses workflow max (Xero Product) which has this functionality already. I decided to look into Projects because it would keep everything in one software package. At this point in time we will continue with WorkFlow Max.

I have moved our business over from MYOB AccountEdge to Xero because there was no further support for Apple products.
Whilst Xero is much easier to use & saves us time in some respects, it lacks what we need to run our business. We run projects with multiple purchases needing to be allocated in order to track expenses. So we need this functionality as well and it’s critical. May have to move to other software if Xero doesn’t implement soon.

This would massively help our organisation of projects and being able to upload the digital PO to the project would also be a good addition.
Secondly, being able to automatically generate job umbers similar to invoice numbers would be a great addition. Currently we have an excel spreadsheet to keep track of our job numbers. However, we have a different starting number for each contact.

Since we are not able to assign accrued income when we are positng a manual journal, it would be a very good idea that we can add all the purchase orders from customers and enter our purchase orders to suppliers against respective projects, these will meet with our needs to accrue income and or expenses.

So Im looking at the logic on this

Agreed - it would be great to assign a PO to a Project
Our workaround is to create a draft bill from a PO

Another way is If you are in your PROJECT - you can add QUOTES - which are reflected in the costs.

If you change your perspective and look down the lens that you would assign items to a project because you have received and order and/or a quote acceptance

Then it would make sense that you can create a PURCHASE from the QUOTE (which is already in the project)

So what XERO have done is allow you to create a PO from a QUOTE -
In PROJECTS

From the top 3 dots on the right you can : COPY Quote to Bill / PO / Invoice / new Quote

So maybe just look at this functionality from another point in the process!

Hope this is helpful!

Just on Minnies comment.
Unfortunately assigning the project after converting to a bill is the workaround we all have to live with whereas it should be a native featuret of the PO itself as it is with the Bill.
-Some PO's receive multiple deliveries and so it has to be done each time.
-The person converting to a bill has to know what project to assign it to and unless it is otherwise noted on he PO or is featured as a comment on the bill they would not know.
The point of the new software is surely to save time and reduce processing, This does not!
Please xero get it as a feature thanks

As a work around

- we turn POs into draft bills

- from the draft bill we can assingn items to a project - not ideal but its something so we can track costs / materials

you could also - create a QUOTE add to a project
- we havent tried it but you can copy a QUOTE to a PO

just some thoughts !

- we do like the feature to track time tho!

Without this we cant effectively run CVRs for construction jobs and thus will need to move to a more comprehensive system.