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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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  • 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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