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  1. Projects - Assign a Purchase Order to a Project

    493 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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    Mark Hunt commented  · 

    It really is about time this issue was escalated so that Projects is made more useful

    Mark Hunt supported this idea  · 

  2. History & Notes - Xero Mail - Log of mail sent via Xero

    404 votes

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    174 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

    As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

    Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

    Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…

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    Mark Hunt commented  · 

    Can't believe this hasn't yet been added/amended as a feature to help ensure we can access everything generated by Xero.
    Please do it asap.

    Mark Hunt supported this idea  · 

  3. Contact - Supplier Account Credit Limits

    168 votes

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    submitted  ·  99 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Mark Hunt commented  · 

    Supplier credit limits needs to be added as a feature.

    Mark Hunt supported this idea  · 

  4. User Roles - Purchase order only access

    152 votes

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    submitted  ·  38 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mark Hunt commented  · 

    This would be such a helpful change. We don't want staff to be able to see all Bills to Pay when they have access to Purchase Orders.
    We really need to be able to limit their access to Purchase Orders only.

    Mark Hunt supported this idea  ·