83 results found
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Purchase order - Ability to format Delivery address
What have you done to purchase orders? the delivery instructions are now all in one line, whereas we had them in separate lines to match our template. I suppose I now need to recreate one and then check to see how it comes out on our existing template. We've had no notice that these were going to change. The info is way too big now, like with the invoices. The Dashboard was bad enough. Why do you have to keep changing things for no purpose?
15 votesThanks for the continued engagement with this idea, everyone. Taking on board feedback we're receiving on the new experience our product team are looking into the formatting of the delivery address atm. I'll share more news around this with you all, here.
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New Purchase Order View - Shift files button back to top of screen
New Purchase order View is a waste of space.
Critical items such as attachments moved to an obscure place.
Requires extra cursor movement distances
Requires Extra Clicks
= Takes longer to do the same thing
This is the pattern of anything "NEW" Xero does, you're developers are killing me by slaughtering the program.Why are you paying programmers and developers to ruin it?
18 votesHey everyone, thanks for the additional feedback and support in this idea. Our product team appreciate hearing how the new Purchase orders experience is being received.
Taking on board feedback they are digging into this request deeper to reconsider the placement of some actions.
I will be sure to let you know of further progress around this here.
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New Purchase Order View - Add and remove addresses manually
The new PO rollout has removed the ability to add AND SAVE an address manually.
Previously we could manually add an address and SAVE IT - meaning that it could be re-used while needed. Now we can only add a "Once-off" addressAs a builder, we send PO's with Site addresses, not addresses existing within our saved Contacts.
This means I now have to either create a "Contact" just for a Site address
OR
Manually type the Site address EVERY SINGLE TIME I create a POWe URGENTLY need the ability to create, save and eventually remove manual addresses within…
18 votesHi team, we really appreciate hearing back about the new purchase order experience. Taking on board feedback this is one that our team have picked up on and are looking to make a change for. I'll keep you updated on the progress. Thanks!
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New Purchase Order View - Improvement Suggestions
New Purchase Orders View - Improvement Suggestions
- Wide Screen is mentally straining and mostly irrelevent spaced out look over around 1400px; give a narrower screen width option please.
- Alternate line colourings may help
- Auto new-line/next-line is no longer working. Previously, pressing enter on a product made a default 1 item entry and opened a new line. This was a little unreliable, but clicking the correct product in the search also worked and cleanly. This action change is adding one more click to almost every line.
- Save and Send button should be at the bottom too -…16 votesThanks 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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Purchase orders - Change Delivery address without having to edit
When copying from invoice to purchase orders the following items are an issue.
1) ITEM CODE NOT POPULATED TO PURCHASE ORDER
2) COMPANY NAME FROM CONTACTS IS NOT POPULATING IN DELIVERY ADDRESS
3) CAN NOT EDIT DELIVERY ADDRESS ON PURCHASE ORDER IF REQUIRED
4) LAYOUT NOT CORRECT ON DELIVERY ADDRESS ONCE CONFIRMED, IT SHOULD BE LINE BY LINE.
5) CAN NOT COPY PURCHASE ORDER FROM INVOICE.
See example attached.
14 votesHi team, just coming back around to this idea it actually turns out we have an existing one around being able to edit that you may all like to join here and I have recently updated - Our product team are working on some changes to this at present and I'll share more news here.
Also listening to the feedback around the company name population our team are digging into this a little deeper to see if there are improvements we can make for this. I'll update this idea title so we can keep you updated on this feature here. Thanks !
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Purchase order - Apply supplier defaults
What's happened to the purchase orders, you've made them harder to navigate.
- Firstly the delivery address has NO option to edit, delete etc once it's been created - we need this option as sometimes the contact/tel nbr or instructions change for the site delivery addresses.
- Secondly, we used be able to tab across to the account and it used to bring up the account code automatic assigned to that supplier, now it doesn't do that. We have to select account description each time, despite it being a default under the supplier/contact.
- We can no longer attach any…13 votesThanks for the extra details, Maria.
Our product team are working on some updates for the Delivery address right now and I've added you as a voter to this idea to keep you updated on the work. 🙂
Also I'm pleased to share that supplier defaults is under development with our team atm, too! Will share more on this here.
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Purchase order - Centre product line
Please change the Purchase Order screen, back to the way it was. Having the product line centred and smaller was easier on the eye. The delivery instructions window is now ridiculously small, and you cannot read the instructions all at once. Horrible change.
If it ain't broke, don't fix it!10 votesHi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
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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?
11 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 order - Send to self to be driven by previous selection
In the "old" version of Purchase Orders, once you unchecked the "Send Myself a Copy" box when emailing an order, it remembered your preference.
Now the default is to "Send Myself a Copy" and I have to uncheck the box every time I send an order.
I can understand if a vast majority of customers wanted this option but I struggle to see that being the case. Am I wrong???? Or can we simply have the option to turn this feature off?6 votesAppreciate the feedback and wanting to see a consistent approach to this selection when sending transactions, Jaime.
Our product team have a close pulse on the feedback we're getting on this experience, and looking into improvements for the send copy to self check box. I'll share further updates with you here. Thanks
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linking purchase order numbers with projects and auto reconciling
it would be ideal if purchase orders were linked to bills when they are uploaded, which then is also linked to projects, this would automatically add it to the relevant project as an expense
7 votesHi 👋 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 - Leave delivery telephone number blank
Why does the delivery telephone number autofill with the business telephone number?
I put the delivery name and number in the attention field of the delivery address in contacts. When the purchase order autofilled the name, with the name and number, I have been cuting and pasting the number across from the name field to the telephone field.
Now new purchase orders is auto filling the telephone field with the business number which is not always the delivery phone number!
It looks like the contacts part of xero needs to have a dedicated place for a delivery phone number for…
6 votesThanks 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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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…
6 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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Purchase Orders - Quickly duplicate line items
As a Procurement Officer or Small Business Owner, I want to quickly duplicate an existing line item while creating or editing a Purchase Order, So that I can save time when entering multiple similar items that only require minor adjustments (like different tracking categories or descriptions).
6 votesHi!
Thanks for sharing this idea that might make entering lots of similar lines onto orders faster for you.
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 about how this would help them too!
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Delivery address within purchase orders - need to be be able to edit, delete and address
We need to be able edit the pre-existing delivery address within the PO, which we used to be able to do. Prior to the changes made, we could edit, delete and add a pre-existing delivery address within the PO. For example, we have a delivery address which was created prior to the changes made, to which we assigned a contact person, tel nbr and lengthy delivery instruction. That delivery address now has a new contact site manager / tel nbr, nothing else has changed, but we cannot edit the delivery address within the PO, we have to make up a…
3 votesThanks 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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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…
19 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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Approved PO's - have to go back in to send
Once the new purchase order has been approved, it then takes you back to the main screen of the PO listing, you then have to go back in to that PO to print or email it. Why can't you approve the PO and then send it without being thrown back to the main screen.
2 votesThanks 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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Purchase Orders - Show subtotals on Approved and Paid
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
4 votesThanks for your feedback! Your idea is now live and ready for the community to get behind.
To help gain momentum, share the link with any colleagues who would benefit so they can cast their vote.
Along with voting, the community can now provide extra context in the comments on why this change is a win for their Xero workflow.
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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
6 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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Purchase Orders - merge
We send individual purchase orders to a supplier over the course of a month, and the supplier sends one invoice at the end of the month. Currently, I can't create an invoice from the POs as it will provide me with a separate invoice for each separate PO. It would be handy to be able to merge either the POs or the invoices so that the final result matches the supplier invoice.
3 votesHi 👋 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 | Increase # of PO's that can be selected to create single bill
Increase the 25 Purchase Order Limit When Creating a Single Bill (Should be 100+)
DESCRIPTION OF ISSUE
When creating a Bill in Xero and selecting multiple Purchase Orders to convert into a single supplier invoice, Xero limits the selection to a maximum of 25 Purchase Orders.
If more than 25 POs need to be consolidated into one supplier invoice, users are forced to:
Create multiple separate Bills, or
Manually recreate the invoice outside of the PO workflow
This breaks the PO-to-Bill linkage and creates unnecessary administrative overhead.
THE PROBLEM FOR BUSINESSES
Many suppliers issue a single consolidated invoice covering dozens…
2 votesAppreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
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