Settings and activity
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10 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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557 votes
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.
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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
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223 votesJana Dunnet
supported this idea
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An error occurred while saving the comment 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?
Adding to this, the default due date when raising invoices from projects, based on customers settings, is not automatically created! A basic feature that should have been thought about as one can't always dig around and go back to find those specific terms!