77 results found
-
Purchase orders - Ability to lock/stop editing once billed
Purchase orders should not be able to be edited after they have been billed (even part billed). It defeats the purpose of a purchase order.
We want staff to be able to issue purchase orders. Invoices are approved on those matching purchase orders. The same staff shouldn't be able to edit the original PO if it has been billed as then it doesn't match the invoice that's been paid/being paid.6 votes -
Purchase Order - Edit default .pdf name
Allows the option to edit the file name of PDF upon creation for Custom Purchase Order Templates.
Purpose: provides further customisation and automation of Purchase Order templates.
6 votes -
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.
5 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.
-
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.
5 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!
-
Inventory - Create a purchase order from the Item List
It would be an idea to be able to add to a purchase order by simply ticking the item from the stock list while you are checking stock levels. This would save time typing in every item after you have checked it.
5 votes -
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…
4 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.
-
Purchase order - Record history when po is copied
When Billing a PO and copying it to an invoice it would be useful to have a connection between the documents.
4 votesHi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
-
Purchases - Send pricing requests to supplier for saved inventory
I hold inventory for a large number of products, many of those products can be made by more than one manufacturer.
At the moment, if I want pricing from a supplier, the only real option in Xero is to raise a purchase order. That doesn’t work well in practice, because quite often I need to request prices before I’ve decided who I’m buying from, or before I even have an existing supplier relationship set up.
For example, if a new manufacturer opens nearby, I might want to send them a list of specific items from my inventory and ask for…
4 votesHi team, thanks for sharing your idea, and letting us know the changes that matter most 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 vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
-
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…
4 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.
-
Purchase Orders - View full Purchase Order Number from list page
Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.
4 votesWe're grateful for your engagement and letting us know the changes that matter to you.
Our product team are looking at improvements in the purchase orders list, however at this stage we're unable to confirm if this is something they'll be looking to solve. We have eyes on this idea and I'll share if there are any updates for this specifically, here.
-
Purchase Order - Reject a Purchase order
Ability to reject a Purchase Order if the person made a mistake to redo it/. They need to get a notification if rejected.
4 votes -
Purchase order - Use total cost and number of units to calculate unit price
Ability to enter total amount of Purchase Order and number of units, then the unit price will be automatically calculated. Have quotes given by suppliers that are a fixed amount that cannot be changed, and because of the Unit number the total has to round up, it doesn’t give the same total.
4 votes -
Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
4 votes -
mark a partial purchase order as billed
We were excited to see the new Xero feature that allows users to mark a partial purchase order as billed. However, we are confused that the total amount of the purchase order remains unchanged after a portion has been marked as billed.
As a result, the outstanding amount shown in the Purchase Order Overview does not accurately reflect the remaining balance to be billed. It would be much more useful if the purchase order total or outstanding balance automatically accounted for amounts already marked as billed, providing a more accurate view of what remains open on the purchase order.
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. 🙂
-
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.
3 votesHi team, appreciate why you'd like to be able to identify the Contact that the invoice should be created for when copying a PO to an invoice.
This isn't something we have planned changes of right now but will continue to track interest through this idea.
In the meantime, as soon as the invoice is created you should be able to click the 'x' next to the contact name to quickly remove and search the contact you'd like this entered for.
-
Purchase Order - Add new tracking category from Purchase Order
Add a new tracking category from the Purchase Order tracking field dropdown
3 votes -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
3 votes -
Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
3 votes -
Purchase Orders - Search ignore spaces
When searching a purchase order number in the search bar in the purchase order section, it wont find the purchase order if there is a space after the number. This shouldn't be an issue if there is a space next to it. This happens a lot if I am copying and pasting a number into the search bar and it adds in a space next to the number, I then have to go back in and get rid of the space to find it
2 votesThanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?
-
Purchase Orders - Ability to select and download All Attachments
I would really love a small button in the purchase orders drop down menu to download all attachments because now that it opens a full screen view and you have to click at the top right of the screen to download then go down to the bottom right corner to go to the next, it's just not efficient.
2 votesHi Tiana thanks for sharing your idea, and letting us know the changes that matter most for you. We understand that it is not convenient to click into each file to download individually.
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! Cheers
- Don't see your idea?