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  1. Projects - Assign a Purchase Order to a Project

    494 votes

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    178 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.

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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

    Andrew Murtha supported this idea  · 
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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

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    submitted  ·  112 comments  ·  For small businesses » Business features  ·  Admin →
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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  ·