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.
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.
-
Cathy Kearns
commented
I have several clients that need to be able to raise purchase orders within a job so that they can track their orders better
-
Leanne Sutton
commented
Hi Hannah,
when will works on the purchase order platform be completed?
thanks
Leanne -
Scott Tansley
commented
I've come from using Workflow Max and other solutions, and now just need a simple solution. Whenever I've created a project in the past, I've added a PO number at creation time. Every client I work with demands this.
Now I've moved to Project Tracker I have to type in the PO number each time I raise an invoice. It's likely to introduce human error, get missed, and lead to unpaid or delayed invoices.
Come on Xero, it needs a reference field to be added and this to auto-populate the 'reference' box on each invoice.
-
Chris Rickerby
commented
Please can you get some focus on this piece of work, we don't really want to have to use 3rd party solutions to fill these missing links. We've invested a lot of time and effort into Xero, adapted process where needed to make your solution work for us, but there are some bits that we just can't get round and the allocation of PO's to projects and the ability to attribute multiple bills to one PO is two such areas. Please look into this asap, it has been something people have been asking for over 2 yrs now.
-
Peter Seabrook
commented
This is something that is definitely required, everything should be able to be in one place. It does not make sense to not have the option to add a copy of a PO received from a client, or even reference the PO number and values associated in the project section
-
SONIA SALISBURY
commented
It seems like a simple feature to incorporate in order for it to flow seemlessly from Purchase order to Bill, ensuring all costs are assigned to the correct projects
-
Robert McLucas
commented
NEED NEED NEED!
-
Yellowstone Products
commented
Another user voting for this feature. Please implement asap!
-
Robert van Rensburg
commented
Guys, this is critical in the Projects eco system - it's like having a plate of food without a knife and fork, almost there, but not quite yet.
-
Cameron Walker
commented
Team, 6 months have passed - hows progress? How close are we to turning a task in a project into a purchase order for a supplier?
-
Maggie Strevens
commented
It would be extremely handy to add Purchase Orders (POs/WO's) to a project, but with a specific restriction: they should not be "costed" until they become actual Bills.
This feature would be beneficial because it would reduce the amount of double handling we currently experience. Unfortunately, the current setup of the Projects add-on involves quite a bit of redundant effort.
By allowing POs to be linked to a project but only impacting the project's cost once they are converted into Bills, we can ensure more accurate project costing and efficiency in our processes.
I believe this change would significantly improve our workflow and reduce unnecessary administrative tasks.
-
Ray Jamous
commented
QBO does this function really well. I find it hard to believe that Xero cannot incorporate this into its system. The current Xero projects are nowhere as efficient and user-friendly as QBO, especially since QBO does not charge extra for the "projects" function.
-
Philip Grudnoff
commented
Critical for this to be implemented, such a simplistic idea that is important for a Project in comply with many clients requirements
-
Edmund Mozzell
commented
Accounting platforms are great at providing the necessary accounting but lack any real project assistance. It would be a huge step forward to have a platform where you can actually intergrade accounting processes with project processes and is able to provide reliable reporting information related to the project. We are currently having to pay for the project services as an add on and you don't actually get the full service, it's much like buying a new car but you aren't supplied the wheels.
-
Marina Spina
commented
Can we please get this feature, makes no sense to have the ability to add a Project and not be able to associate all transactions related to the job?
-
Helen Rae
commented
I cannot believe that the ability to assign Purchase Orders to Projects is not able to be done!! How are we expected to be able to produce a "real-time" P&L for a project? The response from Xero "this is not something that we’ll be able to focus our attentions on in the near future" is not good enough!
-
Andrew Crompton
commented
This seems to be such a basic yet fundamental part of the software. It makes the use of the Projects module so much harder and cumbersome to use.
The Projects feature is basically rubbish for what it is supposed to be able to do and we find ourselves exporting reports to excel and manually creating reports.
"Under review" is not an acceptable response!
-
Brandon Smith
commented
Very disappointing, Xero. The time this has taken to implement is unacceptable - coming from a very early supporter of Xero, investor in the company and early Xero Advisor.
-
Nick Stanley
commented
Joining up Projects with other elements of Xero will be critical in a decision that our client needs to make as to whether to move to Xero. Creating PO's from Expense estimates/quotes, assigning Po's/ to Projects and then linking to the receipt of a bill.
They will make a decision in next few weeks and at the moment i am struggling to recommend they use Xero -
Sheryl Adie
commented
Hi - I was due to move to Xero from QBO - which keeps all relevant documents for the project in the project folder - its super helpful - and being unable to do this in Xero is hindering my decision to move platforms.