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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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  • James Weda commented  ·   ·  Report

    I think it's time to look for a better system. If they don't apply updates that we all request after having a few years to work on it, then it's time to move on. Don't hold your breath guys. Please let us all know if you find a better alternative.

  • Josh Buesking commented  ·   ·  Report

    I have been using projects for 16 months. The only thing that I have seen changed or added is the timer to desktop. Don't hold your breath here.

  • Scott Rendall commented  ·   ·  Report

    How many quotes do you need to take this request seriously?

    PO’s must be able to link to a project.

  • Neil Helps commented  ·   ·  Report

    Good day

    We have converted a client from Jobsys to Xero. We feel there are a lot of things lacking in projects:

    1) Sufficient linking of documents in the sales/purchases pipeline ie carrying over of numbers and then
    2) Auto-numbering of projects would be so so so helpful
    3) Drill downs esp with expenses being added
    4) Document linkage to projects is crucial
    5) Additional fields on invoices indicating project numbers

    Thanks
    Neil Helps
    Zeelie Professional Accountants SA

  • Conryd Salvesen commented  ·   ·  Report

    Now that you guys are retiring WorflowMax, which was the go-to suggested workaround, this has become a must. I don't see how it can reasonably be put off any longer.

  • Bryon Calder commented  ·   ·  Report

    A way to filter or search through all the POs on Xero by project would be incredibly helpful. We assign a project when creating line items in the PO and thought you must be able to use this to create a tracking summary report for a specific projects to find all their associated POs. It turns out this isn't the case. I wanted to use a report such as this to track my total spend. At the moment you can only generate tracking summary reports for invoices, which helps me show what has been spent but not future spend and therefore doesn't give me the full picture.

  • Edward Cosford commented  ·   ·  Report

    We really need this feature for the project function to work for us.

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    No a bad idea Thomas, but we don't want everyone with access to projects to see the PO. That is why if we could attach it in a way where only admin and managers can see it is no good.

  • Thomas Hedberg Jr commented  ·   ·  Report

    We thought this was a critical function for us until we had a customer who issued us multiple POs for a project. We add each PO as Tasks to our projects (see attached). This way we can invoice across multiple POs on a single invoice and the customer can accurate apply the invoice task lines to the appropriate PO. This also lets us track our status for POs from within the Project app. We use this practice whether our customers issue a single PO or multiple POs per project.

  • Minnie Russnak commented  ·   ·  Report

    People have been patient for 10 years … I’m not convinced Xero have any plans to improve anything!

  • Minnie Russnak commented  ·   ·  Report

    Everyone.
    These requests for functionality are a red herring.
    I have added my support to numerous ‘critical’ gaps in the software

    From my research there are no plans to make any changes to the package

    I am seeing requests for functionality from 10 years ago and no response and no updates from XERO

    Don’t hold your breath

  • Karen Bryant commented  ·   ·  Report

    Hi Dana,

    Has there been any progress on this functionality in the last 10 months? It would be a huge improvement.

    Thanks
    Karen

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    Please add this feature. It is very annoying that we cannot already do this.
    For workflow purposes this ability would be extremely helpful to assist with clean organization. Always having the PO available to view from anywhere would be very helpful.

    However, users with LIMITED user access do not need to be able to view the purchase orders. But if users with limited access could upload attachments such as photos this would also be very helpful for logistic purposes.

    At the moment we pay for TRAK because XERO projects is not complex enough to cater for construction firms at all...

  • Nemanja Sinikovic commented  ·   ·  Report

    This if anything is a MUST. I don't know why this isn't one of the first things you do as it is vital in project management.

  • Josh Buesking commented  ·   ·  Report

    5 years guys, 2022 no date planned.

    I wouldn't hold my breath. It's all upgrading underlying technology for a year in almost all of these requests.

  • Rob Llewellyn commented  ·   ·  Report

    As a media agency, we really need this feature. Nearly every line item on a media buy invoice, will have a corresponding media purchase!

  • Minnie Russnak commented  ·   ·  Report

    Our work around is to turn a PO into a draft BILL and then add the bill to the PROJECT
    Not ideal but it works!

  • Adriaan Jacobs commented  ·   ·  Report

    Agreed 100%. Xero is basically impossible to use for larger construction firms. And having loads of other specialised project costing add-on apps makes is very difficult and confusing for clients.

  • Elizabeth Waite commented  ·   ·  Report

    Please review, it's a really important function for project costing

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