68 results found
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Purchase Orders - Posting to General Ledger
The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:
• Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),
• Credit a creditors account (to reflect the anticipated liability).
This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.
In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…
15 votesHi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
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Purchase Orders - Option to review and edit draft bills from PO link
⭐Description:
In the previous version of Xero, after we clicked Copy PO → Bill, the system would first open the draft bill screen, allowing us to:
review the details
edit the invoice number
adjust line items if needed
and then submit the bill for approval
This workflow was very efficient, especially for businesses handling a high volume of purchase orders.
However, after the recent Xero update, when we use Copy PO → Bill, the system now:
immediately marks the PO as PO – Billed,
automatically creates the draft bill in the background,
and does not open the draft bill screen…
2 votesHey Bangit, thanks for bringing this to our attention, we have seen an uptake in this request and we are moving this to Gaining Support. Now that we have reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Upload purchase orders
We do PO from excel that then is a PDF. It would be really helpful if purchase orders can be uploaded like bills?
3 votesAppreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
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Purchase Orders - Filter added for received
Is it possible to be able to have a tab or highlight the PO's that have been received as part of a filter? Currently, there is no way to tell which PO has been received unless you go into everyone singly to check.
To recap, currently, Xero doesn't have a built-in feature to filter or highlight received POs. The system requires users to check each PO individually to determine its received status.
This can be time-consuming, especially when dealing with a large list of multiple orders.
This could also be used to gauge what is still outstanding on orders placed.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase order - Filter by tracking codes
Would love to have the ability to filter purchase orders by tracking code from the new PO menu
3 votesThanks for sharing this idea about filtering purchase orders by tracking codes. We appreciate you taking the time to let us know how this could help organise your purchase orders.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reduce available PO value once partially billed
We have quite a few suppliers who will invoice on partial claims which all are related to the same Purchase Order number. It would be really good if a partial claim invoice is allocated to a purchase order, only the remaining balance is showing on the open purchase order.
IE: I provide a supplier a PO for $1000, they bill us $500 against that PO as a deposit. Once that bill is entered, the open PO shows a balance of $500.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bill from PO Edit Option
I am re raising this idea as was combined incorrectly with another idea that is unrelated...
I got an acknowledgement of this from Kelly M but have no way to contact her to follow up.
The only way to look for bills that have been raised against a purchase order is to go to the PO and look at the notes, here it only says Copied to "Bill", no invoice number just a link (see attached)
When I open this it's basically a view only, you can repeat, delete or copy.
I am baffled by this as I then have…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
4 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
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Xero Network - Send purchase order via the network
Xero to xero network - send purchase orders. Want to be able to send my regular supplier a Xero Purchase order via Xero network, who can then create a bill in their Xero, who can then send me their Invoice via Xero network. Would be super helpful given the start of the workflow is typically the purchase order.
3 votesThanks for your idea, Paul. Great to hear you find using the Xero network helpful in your workflow.
We'll gauge the interest from the community in expanding the use of the network to send purchase orders. This isn't something we have plans for at this stage but we'll let you know if there are any updates.
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Purchase Order - Add attachments when copied to bill
When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill
6 votes -
Inventory Plus - Create a Purchase Order directly from an open Sales Order
Currently, this process is separate so you have to recreate the sales order as a purchase order to send to a vendor to fulfill. Instead, next to each item on the Sales Order, or at the top to create a single PO for all items, you could create a Purchase Order. This would put the Sales Order in process and save a step.
3 votesThanks for sharing this idea. As you're aware, it's possible to duplicate a Sales Order to create another, but you can't copy it to a Purchase Order right now.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
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Purchase Orders - Mark an order as Delivered
Once a Purchase Order is created it would be great if there was a feature to allow you to mark the PO as delivered. Currently there is no way to see what ones are complete and what ones are still outstanding. This may need to be extended to allow individual line items on a PO to be able to be marked as delivered.
7 votes -
Xero Accounting App - Purchase orders in app search feature for tracking
I create a purchase order through the Xero App
I go to Categorise to an account - on my iPhone it has a search accounts feature, on my colleagues Samsung phone there is no search feature - he has to scroll through all the accounts listed to find the correct accounting code
Will this feature be added to Samsung phones?We also found this was the same when selecting Projects or Plant (tracking categories), on my iPhone I had a search feature, on his Samsung he did not and again would have to scroll through the extensive list we have…
3 votesThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Purchase Orders - Mark items as received to update inventory without having to create an approved bill
We often receive all or partial items of a purchase order before the supplier bill. We want to be able to mark these items as received on the PO so that our inventory will update the quantity we have on hand.
5 votes -
Purchase Orders - Import from an Excel file
Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.
77 votes -
Purchase Orders - Make all fields mandatory
Purchase Orders - It would be most helpful when generating a purchase order, that all fields are made compulsory so that people can't save the purchase order until all fields have been completed. Thanks
4 votesHi Tessa, it'll be good to get a sense if there are others in community that are looking for this too.
Right now, to avoid your purchase orders going out without all the necessary detail you may want to consider giving some users Invoice Only - Draft permission.
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Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
9 votes -
Purchase Orders - Option to part-receive
Receiving part orders. No "back order" capability. So what is the point of using purchase orders when you can't change to a "Bill" if only part of the order has been sent/received?
92 votesHi team, thank you for the input from you all that helped with our team's research.
Over the coming months we'll be delivering a new purchase orders experience, that'll provide the ground work for new features like the ability to create part bills from a Purchase order.
We understand the appetite from our community in this and will be sure to keep you looped in on progress. 🙂
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Purchase Order - Add new tracking category from Purchase Order
Add a new tracking category from the Purchase Order tracking field dropdown
2 votes -
Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
2 votesHi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.
If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.
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