Settings and activity
2 results found
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618 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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Jo-Ann Worrell
supported this idea
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376 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
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Jo-Ann Worrell
commented
This would make the approval process much simpler. We are in the early stages of moving over to xero after looking at Sage intaact and Xledger and compared to those Xero approvals seems very basic.
Jo-Ann Worrell
supported this idea
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I find it very strange that you cannot add the project to the purchase order it seems so logical that it would be there so when we found that it wasnt we were very dissapointed and are trying to find away to work round it. I do not see the point in a projects module if it isnt working completely. Please sort, this is a basic must have for projects.