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Hello,

Can someone please reach out to set up a meeting to address two areas of concern as it relates to the Purchase Order Report that is being created by your team.

1. Be able to discern the amount remaining on a Purchase Order after bills have been entered against the affiliated purchase order.
2. Purchase Order Report that ties into the Aged Payables report for month end closing procedures.

Thank you,
Racheal Harwell
AP Accountant

Can you comment on the status of the Purchase order report progress.

Hi Xero Development Team

What is the status of this development?

Thanks
Leona

PO Reporting is vital to tracking future liabilities and outstanding items. I am amazed and disappointed that an accounting package does not have this basic functionality.
Having to keep spreadsheets to track something outside of the accounting package is inefficient. We need to get this functionality sorted.

I'd really like the capacity for PO reporting with calculation of remaining obligation by items and cash after part payments for the NFY.

It would be great if we could apply prepayments of orders to individual orders and a report showing which orders have been prepaid

Xero's PO system doesn't indicate balance remaining after partial receipts nor does it warn you if either the price or quantity are exceeded. This combined with the inability to even run a very basic open PO report (FYI, all the information necessary for this is stored in Xero tables) is an example of why I recommend other accounting programs to my clients.

Will you be letting us know once this reporting is available?

If you urgently need this option then you can run purchase order reports through Flex Reporting. This is reasonably cheap and easy to use.

https://flexfinancialreporting.com/

A purchase orders report would be fantastic.

Must include the tracking category

Will help to journal accruals

I'd love it if it showed the PO lines and their relevant status... I'm overlaying my locations (as a custom field) so I can track what products/trucks I can consolidate for collection. Especially with freight rates at the moment!@!!

Vital for cash flow forecasting. It would be helpful if POs also synched with float.

Is it planned that the report will show outstanding quantities or balances on purchase orders?
eg. a PO for QTY 10 has been developed, an invoice for QTY 2 has been applied to the purchase order so the total remaining on open PO is QTY8. Will the report be able to show this?

What is the point of having a purchase order function at all if you cannot track more than one bill against it and see what is outstanding against that PO. The ability to run a report of total value against billed to date is quite fundamental really

A list of outstanding purchase orders and their values is critical. Ideally the report would also allow for each PO line item to have the project reference, allowing a user to then see outstanding purchase order value, by project, with ease.

Transactions by Supplier would be a great report with filters for the transaction types.

I would definitely find it useful. At the moment, I have to keep a separate spreadsheet to keep track of what is outstanding on each PO.

Would also appreciate if we could pull a report of unbilled items by vendor.

It would be great to have the option to include outstanding orders into the payables invoices summary or at least to export all outstanding orders for a supplier

Even just a list of outstanding purchase orders would be a good start....