Documents - Ability to link uploaded Bill with Associated Purchase order
The ability to upload Bills into Documents and for Xero to extract the relevant information is great.
To take this further it would be great if there was the ability to link uploaded Bills to approved Purchase Order already in Xero. Ideally the matching would be carried out by Jax, which could use the Purchase Order to assist in the secection of Nominal Accounts, Sales Tax etc.
However even to have the ability to manually link a Purchase Order to an Uploaded Bill and therefore mark the PO as Billed would be a good start.
Thanks for sharing, Paul. Appreciate hearing your workflow and how being able to associate an uploaded bill that Xero create to an existing purchase order would go a step further to improving efficiencies for your business.
It'd be great to get a wider sense of interest in this from our community.