Purchase Order - Link Purchase Order to Bill
Linking Purchase Order to Bill
Purpose: To copy the details from the po to populate the forwarded bill from email fields.
This would enable the ease of processing bills; using the data already on the po and verifying the costs accordingly.
Also this is vital, so that you can match multiple bills to the same po.
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YY TAN commented
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?
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Rob Dash commented
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
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Karren Ross commented
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.
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Stacey Murrihy commented
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 -
Katherine Ward commented
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)
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kirsten Reid commented
The ability to MATCH PO's to an Invoice emailed INto Xero is a NO BRAINER! Please Xero this is a basic function no?
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Shelley Pritchard commented
This is so fundamental to operate a Purchase Order process - Please can Xero update us if this is on the roadmap?
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Warren Bray commented
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.
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Marie Aekins commented
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.
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RAFAEL AUGUSTO MINGOSSI commented
Any updates Xero???
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Jane Sandeman commented
Please respond to this Xero.
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Dion Weston commented
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.
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Kristen Saunders commented
I can't believe this doesn't alreayd exist
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Thavarubini Chandraraj commented
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?
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Karyn Hicks commented
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. -
Katherine Edwards commented
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. -
Ahmed Williams commented
Hi Xero, I added my comments re PO + AP (accounts payable) Invoice matching in Dec-22. Can someone from Xero please respond to our collective feedback, with Xero's plans on this matter (including timelines) or advise on a better channel for us to air our views directly with Xero on what is basically an Accounts Payable Financial control requirement, for all users of Xero.
There have been many comments on this topic but phrased in multiple different ways, as such they are not all linked together & would score highly as a requirement if they all appeared under the same topic title!NB: When using the phrase Accounts payable invoice I'm referring to what is known as "Bills" within Xero.
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Karissa Hogan commented
It is important for our auditors that all bills that are entered use the same account coding as the purchase order. We currently create Bills directly from the PO, using the Copy to Bill function. We are keen to use data scanning software and e-invoicing to process bills, however there is no way for us to link the Bill to a PO, or to copy across the coding from the PO.
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Pauline Conway commented
We have hundreds of bills a month so we need to be taken seriously and get this dones
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Peter Travers commented
We require our suppliers to quote our purchase orders to confirm a authorised purchase. We would like it to be picked up on the bill so we can check it.