6 results found
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Purchase Orders - Mark billed after draft bill approval
I believe it would be possible to change the current behaviour where a Purchase Order is automatically marked as Billed when it is copied to a Draft Bill.
I think it would be more accurate if the Purchase Order remained open and was only marked as Billed once the related bill has been approved and the full Purchase Order value has been billed.
The current process can be misleading, as a Purchase Order is shown as billed even though the bill is still in draft status and may be amended, partially billed, or not approved at all.
Marking the Purchase…
6 votesThank you for sharing your idea about preventing a purchase order from being marked as Billed while the related bill is still in Draft.
While Xero will still mark a purchase order as Billed once all of its quantities have been billed and the bill is approved, you can now partially bill a purchase order instead. This means you only bill the items or quantities you’ve received, while any remaining quantities stay on the purchase order and it remains open for future billing.
To create a partial bill:
- Go to Purchases → Purchase orders.
- Open the approved purchase order.
- Select Create bill.
- Adjust the quantities on the bill to match what you’ve received.
- Select Create bill.
- Review and approve the draft bill when it’s ready.
The purchase order will retain the remaining quantities until the bill is approved, then update to show what has been billed and what remains. You…
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approval process for the Purchase Orders and Bills
We would like to submit an enhancement request regarding the approval process for the Purchase Orders and Bills functions in Xero.
Currently, the approval workflow is not very user-friendly, particularly for organisations that process a high volume of transactions. We have observed the following limitations:
- Purchase Orders – There is no option to approve multiple purchase orders in bulk. Each purchase order must be approved individually, which is time-consuming.
- Bills – The process is even more cumbersome, as users are required to open each individual bill before it can be approved. This significantly increases the time required to complete the…
3 votesHi Kelven, as per your screenshot it's possible to select and Approve multiple Bills or Purchase orders from the list view already.
In order to Approve a bill or Purchase order there are a few fields that are necessary to fill - It appears from the message in your image that the Bill may not have had a due date which is likely the reason it couldn't be Approved yet.
If there are small edits you need to make on the fly you can also click into the eye icon to make the change while staying on the list view.
If you have issues when trying to bulk approve these type of transactions, you can always reach out to our Xero Support team through Xero Central for a bit of guidance too.
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Awaiting Payment, Default Items Display
allow clients to set a "Default" number of Awaiting payments displayed, and / or [ display all ] rather than having to reset each time
2 votesHi Rohan, this is already available and driven by the users browser settings.
For example they can change the items per page from 20 to 10 on the Awaiting payments list and this will be held when you navigate to other areas of Xero. It's also possible to set a different amount for each tab of bills.
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Purchase Orders - Allow Item Headings or Non-value Lines
We use extra PO lines to seperate and create headings for section on a PO. The new version seem to arbitrarily remove these lines - removing user input without any feedback or warning.
Being able to seperate by our own heading is helpful.2 votesThanks for sharing this feedback.
I am happy to say that this is possible in Xero, you can add a description-only line to your purchase order and use it as a section heading:
- Add a new line to the purchase order.
- Select None in the Item field, if shown.
- Enter the heading in the Description field.
- Leave the quantity, price, account, tax and tracking fields blank.
- Save the purchase order and check the PDF before sending it to your supplier.
Description-only lines are intended for presentation and won’t add a value to the purchase order. You can also use Enter in the Description field to add line breaks.
This is a workaround rather than a dedicated heading feature, so the heading may not appear in bold or with special formatting. More information is available in Xero Central’s purchase order guide. 😊
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GST On income avaliable in Expenses
For property rental clients they often recharge costs to a customer
EG cleaning fees, BWOF rates.As the original bill is coded to an EXPENSE account you can only allocate a recharge from this code as a 15% GST on EXPENSE or NO GST.
Can you add a 15% GST on Income and Zero Rated GST options under Tax Rate Field?
1 voteHey Pauline thanks for bringing this to us, currently this is the process when you add a billable expense:
- Add the supplier bill and select the correct purchase GST rate, such as 15% GST on Expenses or another rate that applies.
- Assign the bill line to the customer and approve the bill.
- Create an invoice for that customer and add the billable expense.
- Check the invoice line and select the correct sales GST rate, such as 15% GST on Income or another rate that applies, then approve the invoice.
The GST rate on the bill relates to the purchase, while the GST rate on the invoice relates to the sale. The invoice rate may therefore need to be checked and updated before the invoice is approved.
I believe this process is doing what you are asking for here. If not you can reply to this and clarify the process you…
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Supplier Payments - adding onto supplier account
It would be helpful if the supplier account showed a clear payment history including payment date, payment amount and related invoice number. A summary of total payments made to each supplier over a selected period would also be useful. Currently we have to review batch payment files and manually calculate totals, which is time-consuming when a supplier has phoned up. When looking at the batch file, all invoices are listed individually rather than bulked together by supplier name.
1 voteYou can already review a supplier’s payment history in Xero using the Supplier Bill Activity report.
To access it:
- Go to Reporting → All reports.
- Find and open Supplier Bill Activity.
- Select the supplier and the date range.
- Click Update.
The report shows bills, credit notes, overpayments and prepayments for the selected supplier and period. You can also use the report settings to include or exclude prepayments and refine the results.
If you need to see specific payment dates and amounts, run the Payable Invoice Summary report, filter or group it by supplier, and add columns such as Last Payment Date and Payments/Debits.
We hope this helps provide the supplier payment history you’re looking for directly in Xero.😊
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