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Purchase orders, bills & inventory: Purchase orders

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Purchase orders - Ability to assign lines 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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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.

Right now our initial focus is releasing the new purchase order experience to all users.

While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.

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  • Steve Thompson commented  ·   ·  Report

    David Dunning,

    I believe the “Project” column you are referring too is a Tracking Category labeled”Project”. Miss leading for sure. We’ve had to duplicate efforts in tracking all our XERO Projects into a “Project” tracking category as the existing reporting for XERO Projects is limiting to get a true P&L.

  • David Dunning commented  ·   ·  Report

    This is critical, and it appears you literally already have it. There was a link shared by Roberto Serrano that shows a tutorial that was being done on POs and it shows the project column in the PO screen! This really should be something that is easy to implement.
    I attached the screen shot.

  • Victoria Dieni commented  ·   ·  Report

    Assigning Purchase Orders to Projects is an essential and critical element required to provide accurate reports on Project Reports.
    What's the point of paying extra for Projects if you can not use it to its full potential!
    Please please please develop this ASAP!

  • Maggie Strevens commented  ·   ·  Report

    This is an essential function for our Business, hope to see it implemented soon...

  • Andrew Dickson commented  ·   ·  Report

    This vitally important to maintain cashflow and cost management of projects.
    With this functionality you see what invoices are rec'd awaiting payment and what future orders are in the system waiting to be either delivered or sent to suppliers.

  • Sheryl Wong commented  ·   ·  Report

    critical as client will not move from MYOB because of this.

  • Tasman Simkins commented  ·   ·  Report

    It is vitally important that we as able to assign a purchase order to a project.

  • 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.

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