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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Susan Gibbens commented
Totally agree with previous comments. I print the orders off and mark off manually what's been delivered & invoiced. It totally goes against the fact that you can use Xero anywhere. If I work from home it takes 3 times longer as I have to look back at the history against each order. Ridiculous
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Helen Kovacs commented
I think this should be standard not an extra cost. It's common sense to be able to invoice part of a purchase order not a "bespoke" item that we should pay more for. Obviously the number of comments on here show a lot of people would use this feature as standard and feel the same way.
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Katie Sobey commented
We also use Approval Max as an add on to Xero where you create Purchase Orders for approval and it automatically feeds into Xero once approved.
We have recently received an email listing new features to add on to Approval Max which includes PO to bill matching, showing what has been billed and what is still outstanding. This should solve the problem but it is at an extra expense rather than being part of Xero as standard, which I think it should be.
We will be adding this to our subscription in the next month, when we have investigated further.
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Theofani Wilson-Brown commented
Hmm, I guess if this important feature isn’t fixed we may have to look at another package that does. I agree with Leo, I want function changes not how pretty it looks!!
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Alistair Wallace commented
I see this was submitted in 2022, but in the forums I can see angry comments dating back years.
This should be basic functionality, that every other major accounting software company has.
If I order 100 x ITEM, and have 20 x ITEM delivered & invoiced, I want the PO to automatically show that of the original 100 x ITEM ordered, 80 are outstanding and 20 are billed. I don't want the PO on my list still showing that 100 are due.
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Jenny Dodson commented
Ridiculous that you can't mark a PO as partially billed and see what is billed and remains to be billed ..
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Brendan Helsham commented
When we order multiple items from any of our suppliers, it is quite common for them to part-ship to our clients due to stock availability. Each time part of the original order was sent, we'd receive an invoice for that part and in MYOB it was straightforward to open the original 'Order' (yellow background), change it to a 'Bill' (blue background) and leave the undelivered item quantities in the Backordered column. An open order for the remaining items would remain, so it was easy to see what was outstanding on any order at any time. It amazes me that this basic functionality does not exist in Xero.
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Jose Ruivo commented
I don't understand how this option is not available yet.
Very urgent feature!
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Claire Wilkinson commented
This just seems like common sense, I don't understand why it's not already a feature.
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leo liu commented
Wow, I am not sure why there is not much support for this one.
I really wish Xero focus more on the fundamental functions rather than cosmetic improvement.
To name a few, PO should have partial delivery and partial bill. And also, account should have internal reconciliation function. this is for prepayment reconciliation!
Instead I see cosmetic changes. To name a few, the "new invoice" looks way worse than the classic. I know some may like it but I don't. Also, some new window the new looks is nothing but enlarge the font. Really, focus on usability and function please.
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Anthony Barrow commented
Yes it does seem pretty crazy that its not there. We are in the same position, and currently we have to manually cross reference multiple bills against an original PO which is not efficient at all.
A simple drop down selection per line with a qty received would be ideal and then we can quickly see what is outstanding.
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Luke van der Beeke commented
I run a consulting business. We issue large PO's for a given project and then receive multiple supplier invoices against the same PO. We have no way of tracking. This is a basic feature and I am stunned it's not available. We need to be able to show partial invoicing against PO's.
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Rebecca Oldham commented
It must be common place across industry to have rolling/call off POs for regular accounts so that you don't have to raise a new PO for each individual purchase.
Also a simple tick box to receipt/part receipt a PO would be hugely useful too.
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Will Swannell commented
It's absolute madness this isn't built yet. What else is the Xero team working on??
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Dil Wetherill commented
I'm amazed this isn't a basic feature. Shouldn't be something we are voting on.
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Patrick Plummer commented
Need to be able reduce quantities from purchase orders when processing bills for long term hires or stationery orders for example.
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Sonia Adamczyk commented
Would be great to be able to mark off quantity received so that you can keep track of what is still to come in from supplier. (Rather than having to check invoice and then manually calculate what is left).
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Monica Ngaithe commented
Also Partial invoices link to a quote, in order to track how many lines for example PS days was already used and what is left to invoice
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Madelein Meyer commented
Also Partial invoices link to a quote, in order to track how many lines for example PS days was already used and what is left to invoice
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Michael Usher commented
This is a must. We use an inventory forecasting app which doesnt work very well with Xero because it reads how many inventory items are on order and not how many are left on a purchase order after we part receipt.