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  1. Purchase orders - Ability to assign lines to a Project

    551 votes

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    217 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  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.

    Andrew Murtha supported this idea  · 
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    Andrew Murtha commented  · 

    I feel Quickbooks v xero is about 'net gain' since they have different features deployed to varying degrees of success.

    Like the PO's to Projects QBO does have BUT there is no facility in QBO to be able to pay suppliers or generate pay file since there is nowhere to hold bank account details of suppliers!

    There is no fixed asset management in QBO and exporting reports to excel is poor because it has inherent formatting (like sage).

    QBO is much more user friendly though to the smaller business. Just make sure you do research on your needs before migrating from one to the other!

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    Andrew Murtha commented  · 

    Just on Minnies comment.
    Unfortunately assigning the project after converting to a bill is the workaround we all have to live with whereas it should be a native featuret of the PO itself as it is with the Bill.
    -Some PO's receive multiple deliveries and so it has to be done each time.
    -The person converting to a bill has to know what project to assign it to and unless it is otherwise noted on he PO or is featured as a comment on the bill they would not know.
    The point of the new software is surely to save time and reduce processing, This does not!
    Please xero get it as a feature thanks

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    Andrew Murtha commented  · 

    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.

  2. Sales Invoices - Issue progress payments on invoices for project/instalment

    225 votes

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    117 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update with you all.

    We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

    We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

    We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

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    Andrew Murtha commented  · 

    Hi
    Xero purports Projects module but you cant progress invoice and you cant assign projects to purchase orders making it feature poor relative to other offerings. It can not really be said to represent project needs.

    Please give us this feature as project clients go to QuickBooks online instead of xero because of this.

    Andrew Murtha supported this idea  ·