Bills - Add a second Reference field
Ability to add a second reference field.
Purpose: Because when importing invoices from another system, it generates a unique invoice number, and the actual supplier's invoice number is used as the second reference.
AdminXero Team
(Admin, Xero)
shared this idea
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
-
Emily Graham
commented
One reference or number field should be for entering the Creditor's invoice number, and there should be an additional reference or memo field for entering your own reference or note. This would enable users to see important information in summary screens, and to search by a different field. For example, one insurance broker might invoice us for several different insurance types, but all are allocated to the same GL account. It would be extremely useful to search by insurance type, or at least see it listed on the summary screen when searching by Contact.
-
Marcus O'Brien
commented
... just to add, one of the great features about Xero is how it syncs with so many other systems. So having the ability to reference a sales order number on our sales invoices, and a purchase order number on our bills, generated on a separate system, is really critical if any kind of audit trail is to be maintained. We have it for sales, just need to do the same for purchases.
Thanks team! -
Marcus O'Brien
commented
Indeed - I import bills from another system and each has a unique PO number. I only have the option to use this for the bill reference to enter the supplier invoice number - not both. This is in contrast to the invoice screen. I need to enter both PO & supplier invoice numbers or I cannot reconcile them!