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  1. Projects - Assign a Purchase Order to a Project

    385 votes

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    135 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
    We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
    Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.

    Chris Rickerby supported this idea  · 

  2. User Roles - Purchase order only access

    96 votes

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    submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Chris Rickerby supported this idea  · 

  3. Xero Projects - Add separate field for Project Number

    67 votes

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    submitted  ·  11 comments  ·  For small businesses » Business features  ·  Admin →
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    Chris Rickerby supported this idea  · 

  4. Bills - Assign planned date within individual bill

    45 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,  


    As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂


    If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned. 

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    Chris Rickerby commented  · 

    Agree with others, this is all about improving process efficiency. Please can this be included asap.

    Chris Rickerby supported this idea  · 

  5. Bills - View bills awaiting payment without a planned payment date

    39 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Chris Rickerby supported this idea  · 

  6. Email to Credit Note

    232 votes

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    49 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

    Chris Rickerby supported this idea  ·