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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

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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  • Steve Thompson commented  ·   ·  Report

    I think Xero is trying to replace the use of PO in exchange for their Estimated Expenses function in Xero Projects. That said, if that is the case. I'd really like some better documentation on this. The current functionality of Estimated Expenses + Tracked and Untracked Expenses is doing a poor job at providing this level of detail in the project reports and is incredibly confusing without knowing how it is designed to be used.

  • Dan Janes commented  ·   ·  Report

    Critical for knowing the value an organisation has committed to on a project by project basis. Without it organisations run the risk of over committing against projects. Work arounds very time consuming / manual. All is needed is a report that summarises open PO value by projects. Given the projects module is in place and such reports can be run for invoices, why can't this be done for purchase orders?

  • Steve Joyce commented  ·   ·  Report

    A Project module is of no value unless it is possible to book purchases to the project as they are ordered.

  • Sam Robilliard commented  ·   ·  Report

    Have just switched from Quickbooks to Xero and very disappointed this is not a function. Slowed down our whole process.

  • Sandra van Neste commented  ·   ·  Report

    Critical for large volume. This should be easy to fix as the bills can have it!

    Job costing

  • Carla Hales commented  ·   ·  Report

    YES YES YES! This is so important for billing on larger jobs!

  • Liana Sgro commented  ·   ·  Report

    This is a must! Makes no sense not to have this.

  • Josh Buesking commented  ·   ·  Report

    This is very much needed. Need API access as well as we use automation to generate PO's.

  • Michael Farquhar commented  ·   ·  Report

    We will have to move way from Xero and back to sage if this is not implemented in the very near future. Cost control cannot be managed with the current system.

  • Alex Graham commented  ·   ·  Report

    This would really benefit a few of our clients who are swaying away from Xero as this feature doesn't exist yet.

  • Craig Robertson commented  ·   ·  Report

    This needs implemented ASAP. Basic cost control function for any small business.

  • Darren Coombe commented  ·   ·  Report

    This is a critical function! please try to add this as soon as possible as it really limits the use of Xero as a project budget tool

  • Allan Stirling commented  ·   ·  Report

    A critical feature for any company like mine that works on project based work. Its been has been a long time coming :)

  • Steve Thompson commented  ·   ·  Report

    Our organization has had some success using "Estimated Expenses" as a replacement to PO's on Projects. When charges come in we can than track them to the Estimated Expense. This took some trial and error as Xero offers little documentation on "best practices" when it come to how to use the software.

    However, the gap is once the expense it tracked you loose sight of its detail to what charges are applied to the Estimated expense in the Project Financial Report. They can be seen in the dashboard view of the project but once tracked all you get is the summary of Estimated vs. Actual.

  • Simon Callis commented  ·   ·  Report

    Assigning sales invoices and purchase orders to a project seems to me to be critical functionality. This has been lacking for over 2 years now, I note some developments like staff rates, time entries but a simple button to assign income and outgoings to a project will surely make XERO appeal to far more users (or prevent their migration away). The clock is ticking...

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