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  1. Purchase Orders - Include document attachments when emailing to supplier

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

    Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

    To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

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    Sherif Halim commented  · 

    I have an idea, might sounds crazy for others, but it works for me.

    When you know the impact of Purchase order on accounts, you will find its the same as credit note on accounts, purchase orders are paid, same for credit notes, even when you allocate chart of accounts inside credit note, will be same like purchase order, even with different signs, +ve figures will be debit, -ve figures will be credit.

    A Credit note can be used to include attachements while you send it at the same email.
    However, you need to create similar (Copies) of templates for your own use from settings in order to keep the original ones as well.
    From Branding you create your own, upload your own template (even if you want to rename the credit note as purchase order), change headings as well.

    You need to change how things originally look to suits your need.

    Let me know if you need help.