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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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  • Darren Coombe commented  ·   ·  Report

    This is a critical function! please try to add this as soon as possible as it really limits the use of Xero as a project budget tool

  • Allan Stirling commented  ·   ·  Report

    A critical feature for any company like mine that works on project based work. Its been has been a long time coming :)

  • Steve Thompson commented  ·   ·  Report

    Our organization has had some success using "Estimated Expenses" as a replacement to PO's on Projects. When charges come in we can than track them to the Estimated Expense. This took some trial and error as Xero offers little documentation on "best practices" when it come to how to use the software.

    However, the gap is once the expense it tracked you loose sight of its detail to what charges are applied to the Estimated expense in the Project Financial Report. They can be seen in the dashboard view of the project but once tracked all you get is the summary of Estimated vs. Actual.

  • Simon Callis commented  ·   ·  Report

    Assigning sales invoices and purchase orders to a project seems to me to be critical functionality. This has been lacking for over 2 years now, I note some developments like staff rates, time entries but a simple button to assign income and outgoings to a project will surely make XERO appeal to far more users (or prevent their migration away). The clock is ticking...

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