Settings and activity
5 results found
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247 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
An error occurred while saving the comment An error occurred while saving the comment 
Michael Putnam
commented
The vast majority of our projects include art files that are going to print or going to one of our decorators for embroidery, screen printing or other methods of printing. We always attach the artwork to the PO from the beginning. Not sure why you have an attach file option if it doesn't actually attach anything that can be emailed with the PO.
It was mentioned that this is not an option currently in the works as you have other updates to focus on. I think this is a really critical one that just about any business would want the ability to do.
Michael Putnam
supported this idea
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173 votesMichael Putnam
supported this idea
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34 votes
An error occurred while saving the comment Michael Putnam
commented
Not only should XERO have an option NOT to round, but we should have an option to enter the exact amount of a line item in the final price column and have the unit cost be calculated automatically. I am almost positive there was one either quote, or some other form I was completing where it actually let me do this. We have to have our PO's, match up with our vendor Invoices and if you round any accounting, it makes it almost impossible do this.
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32 votes
An error occurred while saving the comment Michael Putnam
commented
Agree with all comments.
We work with multiple contacts within the same organization and every time we need to send a quote, or invoice to the customer, we have to delete the previous contact name and email address, add the current contact. Then make sure we don't send any emails to the wrong person.
Being able to open one customer account and select from a contact or contacts within the company will save a lot of time having to enter, delete and re enter contacts.
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176 votesMichael Putnam
supported this idea
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An error occurred while saving the comment Michael Putnam
commented
I'm extremely concerned that one of the key features we needed to have in XERO was the ability to create PO's (Purchase Orders) Receive a PO when our vendor sends an invoice. and tie, one or more PO's to a final invoice for our customer. After making the transition from Quick Books, we are now finding we don't have the ability to do this (and or the process to try and so something similar, has way too many components.
The direction we were given by support was:
As you've alluded to, the support article you've referenced relates to a different Xero product - Practice Manager. Unfortunately, this product (or feature) is not available to you as it is for Bookkeepers/Partners.
We are a small business, we do everything, including the Bookkeeping, why would this option not be part of the main program?
Appreciate any direction.
📬 Xero Feature Request: Send Attachments with Purchase Orders
Title:
Enable the Option to Send Attachments with Purchase Orders (POs) via Email
Description:
Our company — like many in the promotional products, printing, and manufacturing industries — relies heavily on attaching artwork, proofs, logos, and other visual assets to purchase orders. While Xero allows us to upload attachments to POs internally, those files are not included when emailing the PO to a vendor. This is a critical missing piece of functionality.
Why this is critical:
We are a distributor in the ASI (Advertising Specialty Institute) and PPAI (Promotional Products Association International) networks.
In our industry, 90% of POs require artwork or proofs to accompany the order for vendor production.
Sending the PO without the attached artwork results in:
Production delays
Miscommunication with vendors
A completely broken workflow for both our team and suppliers
The ask:
Please implement the same functionality that already exists for invoices:
Allow attachments on Purchase Orders to be included in the email when sending.
Include a simple checkbox like “Include attachments” in the PO email interface.
Ideally, allow a default setting in preferences to always include attachments when sending POs.
Why this is not a major lift:
This functionality already exists and works perfectly for invoices and bills in Xero.
PO file attachments are already stored and managed within Xero — it’s only a matter of including them in the outgoing email logic.
Who this helps:
Thousands of distributors, fabricators, and resellers in ASI, PPAI, SAGE, and similar ecosystems.
Any business that relies on custom production and needs to send POs with supporting documents.
Workarounds are inefficient:
Downloading the PO and manually sending it via external email systems defeats the purpose of using Xero as a centralized workflow tool.
Conclusion:
This is a small development effort with significant business impact. We urge Xero to prioritize this feature to better support businesses like ours and ensure your platform scales with the real-world needs of your product-based users.