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.
-
Pauline Conway commented
We have hundreds of bills a month so we need to be taken seriously and get this dones
-
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.
-
Tim Goddard commented
We need this as well, it's pretty fundamental fir audit purposes
-
Adrian Black commented
This is a critical omission from Xero - hard to believe this obvious functionality does not already exist.
-
Liew Suet Yee commented
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.
-
Ahmed Williams commented
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
-
Kylee Drummond commented
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.
-
Neale Siebert commented
After the bill is created from the po a clickable link between the two
-
Dion Weston commented
Please enable this functionality soon as without it - confusion as the result of getting multiple bills in the system covering the same subject matter.
-
Jane Sandeman commented
Please fix this!
-
Soonam Hwang commented
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. -
Kathryn Blyth commented
It is amazing that this is not working. Please work on it.
-
Mike Yates commented
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.
-
Diana Franklin commented
Similar to the need for two reference fields on a sales invoice, two reference fields on a purchase invoice (bill) would also be helpful.
-
AdminXero Team (Admin, Xero) commented
Ability to transfer the reference number from Purchase order to Bill.
Purpose: To easily match the purchase order with the bill.