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  1. 349 votes

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    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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    Jana Dunnet commented  · 

    This is just not good enough. With Workflowmax closing down, we are right now shifting project management to Xero and it needs this functionality. How hard can it be to enable the attachment of a document and the input of a textbox into a project, whilst it has the ability to do this with a quote as well as an invoice? Yes, we can create a draft invoice but we shouldn't need to jump through hoops for something this basic! This has nothing to do with the creation of POs, this is how to deal with receiving POs for accepted quotes!

    Jana Dunnet supported this idea  · 
  2. 150 votes

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    Jana Dunnet supported this idea  · 
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    Jana Dunnet commented  · 

    With the finish of workflowmax as project management tool next year, we are starting to roll our Xero projects as an alternative and being able to have accounting/ admin staff allocate project expenses to a project at the time they are coding in hubdoc is critical. Having to go back into Xero to do it there makes the whole hubdoc function questionable. It should be easy enough to inport this ability into hubdoc, its able to see our chart of accounts, our tracking categories etc but WHY NOT PROJECTS?