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  1. Projects - Assign a Purchase Order to a Project

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    153 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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    ANK Admin commented  · 

    Hello,

    Attaching purchase orders to projects is very important for us to track what has been sent out. I would like to suggest a feature that allows us to manage multiple purchase orders from different suppliers under each project.

    Ideally, under the Projects section, we should be able to see a list of suppliers for a project, and beneath each supplier, the various purchase orders sent to them. This would make it much easier for me to track orders by supplier, rather than having to search through the purchase order section or maintain a manual log, which is inefficient.

    If we manage 5 to 10 projects at a time, and send out multiple purchase orders daily. Having this feature would save time and help with better organization.

    Are there any plans to develop this functionality? It would be incredibly useful for users like us who rely on Xero Projects to streamline our processes.

    On that note, I was watching a YouTube video and noticed that the Projects option appears under the purchase order, as shown in the video. Could this be a regional setting?

    Link to the video - https://www.youtube.com/watch?v=sxV0lVpH1Ec&t=249s

    Looking forward to your response.

    Best regards,
    Sarita

    ANK Admin supported this idea  ·