Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    270 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    125 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.

    As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.

    I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊

    An error occurred while saving the comment
    Chrissy Parkes commented  · 

    i have been asking for this for 4 years! yes its critical! not sure why xero are not looking into it as per reply 2023... it affects so many of us and generates too much fiddly extra work!

    An error occurred while saving the comment
    Chrissy Parkes commented  · 

    Hi Kelly
    when is it planned for xero to plan updating Purchase Orders? i agree with Craig Hess comment below. I'm no tech expert but i do understand that this is a fairly easy process to obtain being able to attach a file to POs it affects me daily!!! and very frustrating.
    thank you for your reply on this.....

    An error occurred while saving the comment
    Chrissy Parkes commented  · 

    Thank you for the update Kelly.
    I do about 20 + POs a week and more, so for myself this would be very helpful so as not to have to copy and paste onto a new separate email the information attached on our xero PO. As we already have to save as a bill and edit the dates... a very time consuming process, when all the information is sitting in xero.

    An error occurred while saving the comment
    Chrissy Parkes commented  · 

    I would like to be able to attach documents to be able to be sent with Purchase Orders. At present I have to send BCI and then send a seperate email with an attached information which would be so much easier and less time consuming to be able to attach directly to the BCI and send to customer through xero.
    is this possible?
    thank you

    Chrissy Parkes supported this idea  ·