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4 results found
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23 votes
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226 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.
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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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13 votes
Hi there 👋Is there an ideal number that you'd be looking to add to a single contact?
Also surrounding the second part of your invoice here - With classic invoicing there is currently the ability to create invoices for a contact group. This isn't available in new invoicing as yet, but something the team are looking to develop.
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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156 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.
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.