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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Karen Edwards commented
I am manually adding invoice details to line items and reducing the purchase order value on multiple line orders and multiple invoices from suppliers. there must be a simple way for Xero to do this?
If you use inventory it used to be possible. -
Jo Dickinson commented
If this is not fixed soon we will be switching to a new system
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Karen Edwards commented
This is really important and I can't see anywhere Xero have updated?
How far away is this? -
Helen Jones commented
Super urgent function that we cant use. Would be very helpful to a business like ours.
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Carina Martins commented
Any ideas on where this stands on the pipeline for development? Quite urgent for us to manage applications against contracted values on our construction business
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Amy Tarbun commented
As an accountant this isn't a feature we often need, however we do bookkeeping for a client where this feature is really needed. I can imagine many businesses find tracking what has been billed and invoiced a nightmare.
It would be great if Xero could comment as to where this is up to and if they are working on it at all. It shouldn't be necessary to have to pay extra for this feature from an external source (linked item I'm guessing)
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Susan Gibbens commented
I agree Helen. Maybe rather than spending time making the front end looking pretty Xero could use the time to come up with a fundamental function. Sage has had this for at least 20 years, think I might go back if it's not sorted soon.
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Helen Kovacs commented
Is anyone from Xero actually reading these as I've not seen any comments from Xero at all??
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Gillian Stone commented
I can only reiterate what has been said previously, this is now a critical need in the light of supplier issues and delays and items being part shipped. PLEASE PLEASE Xero hear your customers and sort this out sooner rather than later, or companies like myself will vote with our feet !
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Lewis Price commented
This issue is outstanding for at least years.
Last year assurances were given that this would be in the development stream for 2022. I wasn't hopeful.
The lack of input from XERO in this area which causes such pain is crazy.Not being able to clearly identify what is still outstanding from a part delivered order is crazy.
We are in a time whereby there is supplier disruption everywhere and I fell like I am running blind using XERO.
We have gone back to a whiteboard to track orders! Absolute madness!
Come on XERO please fix this!!!!
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Jack Broadbent commented
Currently we are having to track all orders placed via excel sheets, meaning a lot of the information is duplicated within Xero and on manual trackers.
A simple section 'Part Billed' will indicate when items are missing from full orders, this should a be a simple step that Xero can put into place. Even if it were an option in the company/business settings which gets checked on or off.
Currently we use the following statuses for our order tracking:
- Awaiting
- Part Delivered
- Received/Completed
- Cancelled -
Gordana Majeric commented
I agree with the below comments and believe this feature would also partially solve traceability (for example to whom we issued the firstly received 20x ITEM of 100x ITEM ordered and so on). The software was meant to be helping with paper wastage and manual labour. So far, this is not possible.
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Helen Kovacs commented
The approval max software is probably great, but I don't think we should have to pay extra for something that is a basic function of a purchase order.
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Steve Thompson commented
I've come to recognize that XERO is not interested in building new functionality for their platform but rather would rather rely on 3rd party "partners" to fill in the gaps of their software.
I've not personally used this tool, but https://www.approvalmax.com/xero may be a good option.
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Dorota Topolniak commented
I wish to support that idea.
It is an excruciating task try to work out how much was billed on the PO - especially if there are multiple bills for one PO. -
Hussain Sharbat commented
Hi Xero Product Team,
Currently, there are no system controls in place to ensure that a new invoice is not processed against an already fully billed PO. Could you please work on establishing a control for this and advise?
Thanks,
Hussain -
Jonathan Abai commented
We just switched over. Thought we did a very deep dive into the software and didn't find any issues, but there is always one!
Having the ability to keep track of what items have been received by suppliers and have been delivered to clients is so crucial. Using the notes isn't very streamlined, it helps a little, but its time consuming having to have someone type in every SKU received and every SKU sent out.
Would really love a fix on this.
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Alex Graft commented
Just adding to the club here, we just transferred to Xero and this issue make us deeply regret it and we will have to look at another move if this isn't sorted.
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Gordon Nisbet commented
With great fanfare Xero announced a new report - Outstanding Purchase Order Report. This report only provides a detailed listing of what was billed and what was ordered grouped by contact. There is no linkage between the PO and the bill so it is still not possible to determine what items on a PO remain outstanding unless you do what we've always done - manually reconcile bills with PO's
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Lewis Price commented
I would say I can't believe this is still an issue... however, this has been my reality for 3 years since we moved to XERO.
I can't keep any trace of back orders (non-delivered items). It is really quite unreal! So its back to the drawing board (or actual physical WHITEBOARD) .
We were promised 18 months ago that there would be something within 2022. 9 month in and I don't see this happening again.
So...... XERO team are you actually going to do anything in this space???