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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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Sophie Pearce shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.

Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.

I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.

Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊

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  • Liew Suet Yee commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

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

  • Dion Weston commented  ·   ·  Report

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

  • Soonam Hwang commented  ·   ·  Report

    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  ·   ·  Report

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

  • Mike Yates commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

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

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

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