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Reporting - A more detailed Purchase Order report

Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.

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Jill Wardle shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.

We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.

For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.

We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.

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  • Melanie Egleton commented  ·   ·  Report

    I agree with Helen, I cant see the point in raising purchase orders if you can't run a report to check what your future commitments are. It makes producing a cash flow and projected outturn report almost impossible.

  • Helen Birmingham commented  ·   ·  Report

    We need to be able to create an Open Purchase Order report. What is the point of having the purchase order function if you can't run relevant reports at month end?

  • Michael Hand commented  ·   ·  Report

    Purchase Order Reporting
    We would like the opportunity to create a detailed report of outstanding Purchase Orders that have been sent but not yet received. At the moment we can only generate reports on purchase orders that have been billed.

  • Karen Nash commented  ·   ·  Report

    I need to be able to report what has been delivered and what is still outstanding at each of our tracking codes

  • Karen Nash commented  ·   ·  Report

    I agree a more detailed PO report is needed to show tracking codes

  • Teodora Markova commented  ·   ·  Report

    Is this in development now? Why do we need to pay for additional software, which doesn't work well... When this can be done all in 1 palace - XERO