Enter your idea

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.

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.

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.

We have hundreds of bills a month so we need to be taken seriously and get this dones

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.

We need this as well, it's pretty fundamental fir audit purposes

This is a critical omission from Xero - hard to believe this obvious functionality does not already exist.

Hi, it will be nicer if the attachment uploaded for a PO, will also be transferred to a bill, when we create the bill via "Copy Contents to a new (bill)" function.

Thank you.

I have to say PO / Invoice matching is an absolutely critical function that will save us so much time. You cannot have PO functionality without the ability to match those PO with invoices.
The matching process should work in the same way as the bank reconciliation process matches payments/receipts to purchases/ sales invoices + if the supplier includes the Xero PO order number on their invoices that should create a match.

Additionally can you look into creating a "parent" PO / "sub or child" PO functionality that can be used to break supplier orders into multiple child PO that reflect and matches more directly to invoiced amounts.

Thanks

All our stock is order via PO, and a good portion of our suppliers are now with Xero, however without this feature, whats the point of allowing emailed bills to be imported, we still need to print them out.

After the bill is created from the po a clickable link between the two

Please enable this functionality soon as without it - confusion as the result of getting multiple bills in the system covering the same subject matter.

Please fix this!

This function was existed before and its gone since the update.
I do not understand why they did it.
We use Xero to simplify our work on PO and bills and Xero makes it harder and harder every updates.
They are going backwards not forwards.

It is amazing that this is not working. Please work on it.

We need the ability to link a Purchase Order and a Bill when it is submitted via email. Currently there is no way of knowing which Purchase Order a Bill is meant to be processed against.

Two reference fields on PO's and Bills would work, a dedicated 'PO number reference field' on a bill or a dedicated 'Bill reference field' on a PO.

Similar to the need for two reference fields on a sales invoice, two reference fields on a purchase invoice (bill) would also be helpful.

Ability to transfer the reference number from Purchase order to Bill.

Purpose: To easily match the purchase order with the bill.