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Purchase orders, bills & inventory: Purchase orders

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Purchase Orders - Include document attachments when emailing to supplier

Ability to include an attachment with an emailed Purchase Order

Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.

As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.

I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊

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  • Catherine Klemm commented  ·   ·  Report

    Hi there,
    This is a critical feature that would save a lot of time and keep everything transparent. Many of our suppliers need additional specifications before they action a purchase order. It would help procurement when raising purchase orders to receive the order and ensure it is correct. It would also save time downloading the PO and sending a separate email with the attachments.

  • Fiona McNamara commented  ·   ·  Report

    Being able to attach files to Purchase orders would be very beneficial for businesses to run more efficiently. Instead of suppliers receiving a PO then a separate email for other documents is not very productive.
    Xero is a massive software program and its extremely disappointing that you are unable to include this feature especially when you are able to with Quotes etc.

  • Perrie Hewitt commented  ·   ·  Report

    This seems like an issue that many would like resolved. It is possible to include attachments when you send out invoices and there is a section in PO to attach documents, so why not add the option to include those attachments when the PO is emailed out.
    It is a bit frustrating that we have to let clients know this is not an option in Xero when other BK softwares have it enabled.

  • Felicity Crothers commented  ·   ·  Report

    This looks like it has been an issue for so many people for so long 9 YEARS! Xero has the ability to add documents to email in other areas of Xero, I can't imagine it is too complicated to add this to the PO area.

    Please action attachments to PO's ASAP it seems like such an easy addition to do as the software is already written for attachments to other documents and the point of using Xero is to be quick and productive with accurate information on time. This is a failure by the developers as extra time taken to email the necessary information separately is counterproductive. I would say do it before you do any other enhancements to PO's to put us all out of our misery please.

  • Kirsty Brown commented  ·   ·  Report

    This would be a incredibly helpful feature for attachments to be sent with the PO and for them to be drawn through to bills when you copy to bill from PO.

  • Duncan Kenning commented  ·   ·  Report

    Xero have confirmed that there are NO PLANS to implement this basic feature that has been requested by 100s of users since 2014.

    Regretting moving to Xero. Fooled by their marketing. Should've done more research into their platform before switching. Such a disappointing experience.

    We'll be moving to another platform, most likely Quickbooks, as soon as possible.

  • Amanda Zada commented  ·   ·  Report

    Xero needs to attach documents in the PO section ASAP

  • Nicole Neale commented  ·   ·  Report

    Surprise surprise. Yet another request from hundreds of users over many years not being implemented. Really regretting my change to Xero!

  • Michael Bakker commented  ·   ·  Report

    When are your implementing this feature. Its been requested by the Xero community for at least 4 years now. We can attach PDF's to the purchase order in Xero, but they are not included when sending the purchase order to the supplier. This is a must have.

    Xero moderators are not responding so clearly they don’t care. It’s all about making money and increasing subscriptions to milk small business owners like us. Time to move to Quickbooks, MYOB or anything better than archaic software like Xero.

  • Terry Jennings commented  ·   ·  Report

    When I send Po's to subcontractors it is critical, that I can send files, site photos, diagrams etc. it is such a massive pain to not be able to do this. It is possible to send with invoices, so why not purchase orders. I can even send a file with this message!!!!

  • Eva Bechara commented  ·   ·  Report

    Xero needs this ability to attach document's with PO's!

  • Mat Turner commented  ·   ·  Report

    essential and basic business requirement

  • Paul Jennings commented  ·   ·  Report

    This is absolutely essential
    I have been asking for this since I changed to Xero 5 Years ago
    cmon XERO SORT IT OUT

  • Duncan Kenning commented  ·   ·  Report

    Xero isn't reading these comments. It's a waste of time making requests here.

    This idea was suggested in 2014. It's now 2023.

  • Omar Elhariry commented  ·   ·  Report

    Xero needs to attach documents in the PO section ASAP.

  • Chris Hoult commented  ·   ·  Report

    Xero needs to attach document's with PO's ASAP!!!

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