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If updating Xero purchase orders and Xero Projects concurrently is too delayed then can the Projects expenses be updated to be less confusing. Ie. Why have add an "estimated expense" and add an "expense"? Why not just have one and then this can be adjusted to match one or all outsourced costs and also updated as the project progresses (and expenses changes). This way purchase order amounts can be listed and captured in Expenses.

The lack of this basic function is killing us. We are currenly managing our projects offline in spreadsheets.....

To make matters worse the standard project reporting suite is next to useless. For example, the Project Financials Report only displays a budget amount if there is an actual amount!

Unless this is fixed by the end of the current financial year, we will likely move to another system or develop our own using AI.

Thank you for this update. This capability is sorely missing from the Projects offering. If you could implement it it would be a massive help. Please keep it in mind and act on it with all possible haste!

I have used many other project management programs and having the cost associated against a project before a bill has been supplied is extremely important as I will often get bills from my regular suppliers quite late but need to invoice my client sooner. Thanks

Is the delay on this, (essential for Projects to be at all efficient if a client uses Projects and POs), because of the need to keep the Projects API isolated, so that add-ons cannot work with Projects?

This isn't difficult, we have built our own Xero API.

Press one button on the front of our Excel report and it pulls in all the relevant info from Xero. It posts any open Purchase orders as commited costs against each job as well as show all other billing on the job giving you real time view of where Jobs are at - all wrapped up in a nice branded excel spreadsheet..

Agreed with others here. We need more functionality in Xero, not aesthetic changes. I'd like to think that Xero would work to understand the workflow of their customers and then prioritise feature dev to support that workflow.

Why is it that you have the resources to change the front page of your log in and a number of changes to existing items yet you seem to have no time for something that people have been asking for for years, If I remember I asked this a few years ago and you still keep saying you don't have the time to do this surely by now this would have reached the top of your list. How many more years do we have to wait for this

Pleaase advise as I am sure there are a great number of people who really would like an answer to this

Hello,

Is there an update on this? Assigning Projects to PO's is essential to accurately project cost. The projects functionality of xero is pointless to us without it.

Sadly, after waiting years for this functionality, another 6 months have gone by since the above comment from Xero and no tangible progress at all. In the meantime upgrades only seem to change “look and feel”, that are not adding any business benefit for our small UK based business. Our Xero charges have doubled in 8 years! But in return no new functionality we can use, so no efficiency gained. And we still have to use Excel to track customer PO numbers on Projects (to ensure we can manually add to invoices to ensure we get paid) and have to pay for Tripcatcher for mileage (as Xero expenses still doesn’t calculate UK Vat on mileage expenses).
I have realised Xero are focussing on attracting new customers based on looks not function, for the short term gain and relying on how time consuming it is to move accountancy software to keep companies paying. But as a business completing a Xero customer survey this week we finally realised we are never getting the upgrades to functionality needed and we now need to look elsewhere.

Please would you proritise the assignment of Purchase Orders to Projects.

It is a vital tool to monitor ongoing Project Costs

Hi,
I'd greatly support the implementation of this feature. For our business, it's important to have tracking of PO's issued, particularly as a lot of the plant and materials we procure have long lead times. Having visibility of PO's within projects would significantly improve forecasting and project reviews. It would be great to at least have a rough ETA as to when we can expect this feature to be rolled out.

Thanks

Any updates?

This would be incredibly useful right now - I already have a Project set up for a particular clients' work, they've requested some more work which I'll put in the same Project, but to source things related to that new work, I have to issue purchase orders. Those purchase orders should be linked to the Project so that people looking at the Project can see what has been ordered and what hasn't yet!

This is vital because there is a large gap between the raising of a PO, at which time the business has a financial commitment, and the billing, which can be many weeks. During that time currently, Xero cannot tell me how much cost I have committed to on new jobs that have been commenced or projects that are in quote stage.

Purchase orders - assign to projects. It would be great if purchase orders or each line item from a purchase order can be assigned to a project. This can then translate to the assigned bill when the relevant supplier submits their invoice for payment. It make sense that the PO amounts are captured in project reporting. At the moment, adding a estimated expense is a secondary process that leaves room for clerical errors.

This is very important to enable us to track project costs including committed costs via the PO's.

This is very important to enable us to track project costs including committed costs via the PO's.

Sounds like Accepted - Purchase orders - Ability to assign lines to a Project

Build the module as a 3rd Party App and then make it available at a price.