Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
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Ashraf Desai commented
we have multiple purchase orders where small deposits have been paid upfront. There is no option to mark the payment against the PO. We can only do it once the goods have arrived where we then convert to an invoice and mar off paid from there.
With multiple international suppliers, this is very frustrating as there are several PO which are showing as the full amounts as there is no way of deducting the figure we paid upfront
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Rhiannon M commented
We are buying and selling all day and it is nice showing that an item from inventory is on order but when we start receiving items, we need to show what we have had and what is still outstanding.
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Nicola McKelvie commented
Are Xero going to look into implementing this feature soon? Its a real sticking point for us. Xero excels in so many other areas but purchase orders are really poor!
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Bry Barrick commented
Being able to record a partial bill and see the remaining outstanding PO balance would be very helpful for our industry. Often work is exceeding several months however we have subcontractors providing support and invoicing us every month. Being able to understand how much of our PO they have consumed without having to do a bunch of note reading is vital information to ensure they don't overbill us and put us over budget on our projects.
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Christie van der Beeke commented
@Xero, this has been an ongoing issue raised by many, many people over 10 years - since 2014, according to this thread alone. Its time to stop making reports look prettier, and start actually focussing on functionality and the needs of your users. This is a pretty basic requirement, I can't possibly understand why 10 years later it's still not resolved?
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Melissa Ziukelis commented
It would be great to be able to see what items have been billed and what is yet to be billed in the Purchase Order. This would save a lot of time for some of my clients.
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Fiona Stokes commented
Please give us the ability to bill from individual PO lines or even partial billing against one/more lines and retain only the un-billed lines/balances of those lines on the PO.
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Florence Pua commented
It would be great to be able to link bills that were forwarded to Xero via emails to their corresponding purchase orders. Correct me if I'm wrong, but the only way I'm able to link bills to the purchase orders is by copying a purchase order to a bill.
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Sharelle Stravakos commented
yet another basic function within Xero that goes unnoticed.
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carolyn austin commented
I vote for this too please. We need the ability to match an invoice partially against a PO. Instead, I am having to amend the PO amount to the invoiced amount and create a new PO for the difference. This is a real time waster. I am surprised it is not available yet.
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Gillian Hawes commented
Basic functionality that an accounts system should offer!
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Fiona Stokes commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it, ideally line by line. Also to be able to link a new PO to an existing Bill would be helpful when one happens before the other - life happens. -
Fiona Stokes commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it. -
Fiona Stokes commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it. -
Vince McKnight commented
I freaked out when I learned that xero does not track line amounts on purchase orders. This is the very reason you want software - to track the minuta for you.
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Christie van der Beeke commented
Virtually all our suppliers invoice at milestone increments against a purchase order, however our only option is to have it marked 'billed' or not. We need to be able to mark PO's as partially billed against. This is a very common scenario.
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Fiona Collins commented
@Xero - it is completely ridiculous that this basic quantity matching/GRN process STILL isn't available in basic Xero after all this time. It is the underpinning of any business that buys and sells stuff.
I'm not working with particularly high purchasing volumes at the moment, but in case it helps anyone else (in a non-internal controls critical environment, because Xero wouldn't actually pass the process to not accidentally receipt/pay suppliers twice due to the lack of this feature), the slightly cruddy workaround I'm using at the moment for no GRN matching, no PO value reduction once receipted & no GRNI is as follows:
Supplier sends 15 of 20 items.
Copy PO1234 20 items to PO1234-A
Select PO1234 & reduce quantity to 15 to match what was delivered
Copy to bill
If not invoiced, save as draft & draft invoices become the GRNI list at month end to accrue
If invoiced, drag pdf from supplier in to bills screen & approve (note 2nd feature request here Xero - complete PITA that supplier bill can't be emailed to the Xero bills@ email to make a draft bill and then MATCHED to the relevant PO!)
Go back into the copied PO1234-A and delete the line items received, so a PO still exists showing the remaining 5 items yet to be shipped from supplier, and still referencing the PO number they will quote when they deliver, but capturing the fact the rest has already arrived & been invoiced etc.Should it be this hard? NO
Is it effective as a work around? Just about - but it's a terrible use of time & resource & god forbid the phone goes when you're part way through copying & deleting lines & whatnot.
Would it work for higher volume of POs/partial deliveries? NO it would be a complete flipping nightmare trying to track things like this at scale.
JUST ADD THE FEATURE TO RECEIPT LINE ITEMS, CONVERT THEM TO BILL AND RETAIN ONLY THE UNRECEIPTED LINES ON THE PO.
It's not even like it's a rocket science bit of coding, given all the unnecessary screen layout twiddles & bells & whistles that have been released lately.
Can Xero just go back to getting the BOG BASICS sorted out please?!? Thank you!
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Abbie Howard commented
Clients are not moving from other software such as Sage because of this. Especially the audit clients who need this as part of their internal control system.
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Sushil Chander commented
Adding this feature will be helpful.
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Emma Jauncey commented
This is vital to keep track of purchasing.