Purchase orders - links existing bills to purchase orders
Please provide bills allocation to purchase order option. converting purchase order to bills is not that useful as we received multiple invoice from different suppliers. sometime some supplier send us wrong invoice and without P.O allocations to bills we were unable to catch that kind of mistakes. which result in wrong payment.
benefits of that option:
it will be easy to see if trade/supplier invoiced more than our purchase order (agreed price). as right now there is no way we can see that information in xero.
implementations way could be:
Purchase order should be zero after allocating bill to it or show balance amount (like credit note in bills right now shows zero balance) or something similar to it.
and bill should be zero after payment is made or allocated to that bill as it is already doing.
SINGH HOMES
shared this idea
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Anne Meyer
commented
This would be very helpful. Right now there is no way of knowing how much has been billed against a PO if there are multiple shipments/invoices under a PO. The ability to have a report showing outstanding purchase orders would be helpful to plan cash flows.
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Sharni Wilson
commented
We have the same problem. We receive Bills from our supplier via the Automated bills entry email address. It's seems a bit counter productive that we have to download the PDF, deleted the Bill that's already in the system and the go into Purchase Orders, generate a new Bill and then reattach that PDF.
I hope they fix this soon, seems like a glaringly obvious thing that needs fixing. Complete waste of mine and my staffs time.
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Charlotte Doyle
commented
To be able to link bills to approved POs
eg: invoice in from supplier, when posting invoice have option to add in a PO number and then the value of that bill will match directly to PO/lines on that PO so in essence you can not post more invoices against the PO than the PO is worth. Enables easier tracking of POs and to clearly see where a supplier has over charged or any payment variances
can directly match to lines from PO to invoice and add in correct qty shown on invoice which, again, will then be 'marked off' on PO so you can not most more against than the PO is worth - stopping and price/qty variances