Purchase Order - Report that shows invoice against PO and remaining balance
A report that shows all purchase orders with invoices against them and balance remaining.
Gwen Williams
shared this idea
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
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Biana Moura Rampini
commented
Will there be another update on this? I can see the report shows PO totals by Contact, however, it's not very useful as a report to determine outstanding balance on each Purchase Order x Invoices is crucial, otherwise it's too time consuming to do it manually and also keep a separate control for this.
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Jason Pyne
commented
Did anyone find a solution to this? Has anyone perhaps used any 3rd party software to get into the back end data or used SQL to get it.
We can't report our European VAT properly as a result of lacking the visibility to see what invoices are raised against which PO's. We can't match our purchases to our sales without drilling into every single PI and writing the PO number next to the PO.
Xero is lacking some seriously basic functionality for a so called accounts system. I remember 10 years ago seeing Xero and thinking this is the future. 10 years on it's exactly as it was back then with no further dev.
I am chatting with a few companies on getting access to back end data to see what's possible but if anyone can share their experiences with 3rd party software I'd appreciate it.
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Joseph Wainwright
commented
Hi, Do we know when there will be an update so you can run a report to see your balance remaining? May have to go to another software for that purpose if it's going to be a while.
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Natalie Jones
commented
It would be great if the lines on the purchase state if it's been invoiced or what the remaining quantity is as it very time consuming to check the multiple bills against a large purchase
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Ira Jordan
commented
Please can you advise WHEN this is going to be resolved. Not very useful if you cannot print a report to determine outstanding balance on each Purchase Order!!! A very basic business requirement.
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Claire Phelan
commented
We raise purchase orders with multiple lines and receives bills from the supplier for each line. I understand you can raise individual bills against the purchase orders.
However Xero cannot run reports showing what invoices have been raised against that purchase order and keep track of the remaining balance on the order.
It would be good to have more reporting functions for purchase orders.
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Julie Morris
commented
It would be good to have this in a report but i would like the actual purchase order to show when lines have been invoiced. I constantly get invoices for part of a purchase order and then have to work out what has already been invoiced.
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Bradley Wilson
commented
It's getting there with the introduction of being able to report on POs, but just need to fully develop this idea so it is on one report, as mentioned by Gwen. It is something a lot of big companies would benefit from - a lot of our clients are asking for this type of report.
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Lewis Price
commented
Guys,
This is the same issue that has been around for 3 years. This was said to be getting fixed in 2022....
Please can we get an ETA on this!
Thanks,
Lewis