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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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  • Andrew Simm commented  ·   ·  Report

    I have a client considering moving back to Sage due to the absence of this feature.

  • Andrew Murtha commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Lisa Morrall commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    All Purchase orders to be assigned to a project and used as an estimated expense to track against.

  • Sam Robilliard commented  ·   ·  Report

    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).

  • Lee O'Hare commented  ·   ·  Report

    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.

  • 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?

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