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We import all our supplier invoices from Dext, and we really need a way to link the invoice to its corresponding purchase order in Xero. When the bill is reconciled against a payment it should be possible for the PO to be automatically marked as 'billed'. We're constantly dealing with a huge backlog of purchase orders that have to be checked through and manually billed and it seems needlessly time consuming, surely something that could easily be automated

I'm extremely concerned that one of the key features we needed to have in XERO was the ability to create PO's (Purchase Orders) Receive a PO when our vendor sends an invoice. and tie, one or more PO's to a final invoice for our customer. After making the transition from Quick Books, we are now finding we don't have the ability to do this (and or the process to try and so something similar, has way too many components.

The direction we were given by support was:

As you've alluded to, the support article you've referenced relates to a different Xero product - Practice Manager. Unfortunately, this product (or feature) is not available to you as it is for Bookkeepers/Partners.

We are a small business, we do everything, including the Bookkeeping, why would this option not be part of the main program?

Appreciate any direction.

yep, this is absolutely ridiculous that this isnt already the default

It would be really useful if you could allocate the emailed invoice to a drop down list of outstanding POs for the supplier. This would save so much time. All businesses need to improve productivity, but this can only be done if the systems are available!

Most of the comments on this thread are more than a year old, but I just checked and Xero still does not have this feature fixed, nor has a timeline even been mooted.

What's going on, Xero?

What makes it extra frustrating is that the Purchase Order already has a link to the bill when it is in the Billed stage. But the link is in history and notes, so it cannot be picked up by zapier, Make.. etc. Nor can it be exported in a spreadsheet. Having a link that cannot be automated is pretty frustrating

No point in emailing bills thru to Xero if you use Purchase Orders as there is no way to connect the 2. Please enable this feature Xero.

Hi Xero, like the multiple people commenting below... Have you fixed this frustrating system error?
It would be so time consuming and easy if you could link the imported bill to the PO without making it a duplicate.
Please respond.
Regards

Please please fix this ASAP. There is currently no way of linking an imported bill from Hubdoc to the Xero purchase order. And there is no clear method of referencing the Xero bill entry to the PO (unless you copy to bill in Xero PO screen)

The ability to MATCH PO's to an Invoice emailed INto Xero is a NO BRAINER! Please Xero this is a basic function no?

This is so fundamental to operate a Purchase Order process - Please can Xero update us if this is on the roadmap?

This is the most stupid thing I have ever heard of, not being able to use the PO if you email the invoice into the system.

I cant believe they don't integrate properly and Xero just doesnt get it that PO's relate to the bills directly.

I had the same question. I just heard back from Xero who advised:

"To confirm, if you use the Emails to bills feature in Xero, this create a draft bill in Xero.

If you then use the Copy to feature to create a bill from an existing purchase order, this will create another draft bill which would be a duplicate if there is already an existing bill for it in Xero."

So there is no connection between the two features (Email to bill and Copy to bill) and the former doesn't reference the PO number.

Any updates Xero???

Please respond to this Xero.

Agree. Also it would be great to get a price quote converted into a purchase order. Same issue but earlier in the chain of transactions.

We have more than a few suppliers who obviously quote off a Xero platform. So it would be cool if, as the quote data is already in a Xero doc format, to be able to just immediately upload and convert the supplier quote into a purchase order. This would be the same process as is currently possible if a client sends you an invoice you can follow the web link and then click the option to have the invoice converted into a bill.

I can't believe this doesn't alreayd exist

Is it also possible to create a weekly report that can indicate any bills that were paid where a purchase order was not first raised?

Match a Bill to an existing PO
When a bill is created without going through the PO it would be great to be able to have a button to click that is match Bill to PO. This would avoid the need to void the bill and re-enter via the PO screen. (Similar to Match to PO function in Approval Max).
This would speed up the process and assist with accurate audit trails.

I have found that when you copy from purchase order to create a bill, the PO number is not referenced anywhere on the bill.
It would be useful if it was listed somewhere so when invoice for product is received the PO number can be easily matched.