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.
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Finlay Everington
commented
Without this we cant effectively run CVRs for construction jobs and thus will need to move to a more comprehensive system.
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Allan Grav
commented
Critical feature to make Xero Projects a useful addition - functionality severely compromised without this!
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Bridie Williams
commented
We have recently moved from SAGE to Xero and while most of what Xero has to offer exceeds our expectations, we came across in the hope that the Projects could be used throughout Xero. We are a construction based company with 50+ projects each financial year. However, its seems Projects are detected from the rest of Xero - no option to allocate a Project to a Purchase Order, No option to filter general reports by Projects. There are many limitations to Projects - Tracking accounts seem to have much more use, not sure why Xero cannot treat projects like tracking accounts?
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Zoe Tong
commented
To have the feature Purchase Order assigned to Project in xero not only benefit to your customers but to yourself (xero). It will attract more users to xero. If xero willing to keep on improving to meet the customers' needs, we will sure to continue using xero.
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annie coop
commented
Please add asap
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Andrew Simm
commented
I have a client considering moving back to Sage due to the absence of this feature.
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Justin Papu
commented
Critical for my business
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Andrew Murtha
commented
I had three customers choose xero and change to QuickBooks because of the absence of this feature. It completely undermines the system purporting to do Projects.
Please can we have the ability to assign project to purchase order. -
Sam Robilliard
commented
Very disappointing this is not being made priority. This is a key function of which the ability is possible in slightly different way for just Client assignment, and should be available on an extra, paid for, addition to Xero.
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Lisa Morrall
commented
Hello, I just wanted to say I am new to Xero, moved from QBO. This function would highly benefit our business, so that we know we have ordered the items needed for a particular customers' project.
At the moment we have no way of checking or linkage. Please could you give me an update if there has been any progress since May?kind regards
Lisa -
Michael Farquhar
commented
Any update on timings for this to be actioned ?
As we will have to move back to Sage if not added soon. -
Julie Morris
commented
All Purchase orders to be assigned to a project and used as an estimated expense to track against.
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Sam Robilliard
commented
Hi It wont just benefit, it is essential. At the moment we have no way of noting which part of order goes to which client. This is making a huge amount of work for us that we did not have using Quickbooks. Starting to regret moving to Xero (and I dont say that lightly).
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Lee O'Hare
commented
This is essential for tracking costs on projects as it helps avoid going over the allocated budget. It should be a very simple feature to implement, I don't know why it hasn't been added already. SAGE has this feature.
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Steve Thompson
commented
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.
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David Dunning
commented
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
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
This is an essential function for our Business, hope to see it implemented soon...
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Andrew Dickson
commented
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
critical as client will not move from MYOB because of this.