Settings and activity
3 results found
-
65 votes
An error occurred while saving the comment 
Luke Crowther
supported this idea
·
-
1,279 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Luke Crowther
supported this idea
·
-
494 votes
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.An error occurred while saving the comment Luke Crowther
commented
Currently just moved over from QB to Xero - on QB you can assign a PO to the Project and I noticed this wasn't available so I reached out to Xero Support. The below is the conversation:
Hi, I have just moved from Quickbooks to Xero and I am currently setting up my processes. I have three issues, which I'd be grateful if you could help me with them? I have also attached some screenshots to help better understand what I am seeing on my screen
PROJECTS -
I have set up two projects called Everard's Extension and Axis 32, Cardiff. In both of these I am unable to find where I can add the project address - lots of information online suggests that I should be able to do this, but currently under every tab/drop down box/setting, I cannot find this to input the project addresses. This would be extremely useful as it would prevent the need of setting up another contact and could be linked to the Client i.e. on QuickBooks when creating a Project, we assign the customer, then the address of the project shows in the Purchase Orders (I have attached a PDF PO for your reference) and reads like this under the 'Customer/Project' section (screenshot also attached) Hinton Design & Build:Axis 34, Cardiff
Can you please advise if I am able to add a project address to the projects I create and if so, instructions on how to do this?
PURCHASE ORDER - LINK TO PROJECT
As above, when I am creating a Purchase Order I see no option to link or assign this to a project. In the bottom right corner under 'Delivery Address' I have 5 Options: Add new address, Add one-off address, Search from contacts, Postal or Physical (from settings). Is there an option that on this drop down box section you can select 'Address from Project' which then you can select a project and this updates accordingly? This would then also link the PO to the Project/Client and would be much better overall for the experience
PURCHASE ORDER TEMPLATE
I have uploaded an advanced template called 'POwithCCbackground.dox' for the Purchase Order template however, when I create a Purchase Order in the top right hand section under 'Theme' it only shows 2 items: 'Standard' & 'Crowclad Roofing Invoice'
I have not yet saved or finalised a Purchase Order, so the Crowclad Roofing Invoice theme may be correct. But whilst you are reviewing these issues, I thought I'd bring it up in the event I am missing something and it can be corrected
I'd be most appreciative if you could guide me in achieving the above, or as near to as possible, and if some of the features are not available as described, could this be requested with the development team? I believe this would be a massive improvement in ease of projects and purchase orders and it would be excellent seeing under your project management exactly what has been issued a PO, what has been invoices
Thank you for your time and I trust we can find a solution to the above
Luke
Response from Xero:
Hi Luke
Thanks for inviting Xero Support into the organisation.
It's not possible to link purchase orders to projects in Xero. Thanks for your feedback and insight into how this works in your previous software.
In Xero, when you create a new project, you need to assign this to a contact. The address for the project on project invoices, is drawn from the contact's record. It's not possible to change this for invoices generated from the project, if you're trying to use an address which is different to the contact's delivery or billing address you would need to create a new contact in Xero for this address.
If you don't need to include the address as the customer's invoiced address, then you could include the address details in the project name or under tasks you assign to the project.
These are ideas that have been submitted to our developers already and I've included the links to Xero's Product Ideas website below where you can add your vote and any additional feedback for our Product teams to review.
Lastly, we can see that the docx templates are named Crowclad Templates and this theme has been selected in PO-2296 so this template will be used for this Purchase Order.
Xero Product Ideas:
Projects - Assign a Purchase Order to a Project
Invoice - Project address appears on invoice
Xero Projects - Add separate field for Project Number
Please let me know if you have anymore questions.
Kind regards
Kierron
I have requested that this is submitted to the software developers to review, but having been sent the link to this thread and because it is an ongoing issue since 2017 (at least this is how far back this goes) I am doubtful any action will be taken
Why on earth isn’t this a feature already I will never know! Can we have an update from Xero support regarding this