Skip to content
← Purchase orders, bills & inventory

Enter your idea

Purchase orders, bills & inventory: Purchase orders

Categories

Purchase Orders - Show partial amounts billed

Ability to show partial amounts within purchase orders.

Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.

348 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks again for showing and sharing interest in your needs for partial billing of Purchase orders and the flows of your business that require this functionality.

We'd like to share that this functionality has now been fully rolled out to all customers.

The copy to bill option on a Purchase order has been replaced with the ability to Create bill on the face of an Approved Purchase order, and when selected as noted in feedback you'll be able to adjust and enter the amount of goods that were received for each line.

Once the first Bill has been created the Purchase order will show a 'Billed' column without the number of items billed and remaining items for each line.

Once all items have been received the Purchase order is marked as billed, however if you need to create more bills from this you can select the 3 dot drop down to Unmark as billed and Create more bills.

We appreciate all of the input on this from our customers, and understand there maybe further ways you see this feature being improved to suit your needs. Please do start new ideas for any enhancements you'd like to see further to this.

Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • Anthony Barrow commented  ·   ·  Report

    Yes it does seem pretty crazy that its not there. We are in the same position, and currently we have to manually cross reference multiple bills against an original PO which is not efficient at all.

    A simple drop down selection per line with a qty received would be ideal and then we can quickly see what is outstanding.

  • Luke van der Beeke commented  ·   ·  Report

    I run a consulting business. We issue large PO's for a given project and then receive multiple supplier invoices against the same PO. We have no way of tracking. This is a basic feature and I am stunned it's not available. We need to be able to show partial invoicing against PO's.

  • Rebecca Oldham commented  ·   ·  Report

    It must be common place across industry to have rolling/call off POs for regular accounts so that you don't have to raise a new PO for each individual purchase.

    Also a simple tick box to receipt/part receipt a PO would be hugely useful too.

  • Will Swannell commented  ·   ·  Report

    It's absolute madness this isn't built yet. What else is the Xero team working on??

  • Dil Wetherill commented  ·   ·  Report

    I'm amazed this isn't a basic feature. Shouldn't be something we are voting on.

  • Patrick Plummer commented  ·   ·  Report

    Need to be able reduce quantities from purchase orders when processing bills for long term hires or stationery orders for example.

  • Sonia Adamczyk commented  ·   ·  Report

    Would be great to be able to mark off quantity received so that you can keep track of what is still to come in from supplier. (Rather than having to check invoice and then manually calculate what is left).

  • Monica Ngaithe commented  ·   ·  Report

    Also Partial invoices link to a quote, in order to track how many lines for example PS days was already used and what is left to invoice

  • Madelein Meyer commented  ·   ·  Report

    Also Partial invoices link to a quote, in order to track how many lines for example PS days was already used and what is left to invoice

  • Michael Usher commented  ·   ·  Report

    This is a must. We use an inventory forecasting app which doesnt work very well with Xero because it reads how many inventory items are on order and not how many are left on a purchase order after we part receipt.

  • Lewis Price commented  ·   ·  Report

    Guys,
    This is the same issue that has been around for 3 years. This was said to be getting fixed in 2022....
    Please can we get an ETA on this!
    Thanks,
    Lewis

  • Lewis Price commented  ·   ·  Report

    Guys,
    This is the same issue that has been around for 3 years. This was said to be getting fixed in 2022....
    Please can we get an ETA on this!
    Thanks,
    Lewis

  • Emma Ellams commented  ·   ·  Report

    As with others we desperately need a column, or at the very least a report, so that we can easily see how much is remaining on a purchase order. Even when you do not mark an invoice as billed, it lets you post an invoice against the whole amount again so we cannot see easily if we are being overcharged or not.

  • Helen Kovacs commented  ·   ·  Report

    We raise a lot of very large purchase orders for ongoing work and to be able to bill a partial purchase order and show the remaining balance of the purchase order is really important. At the moment I have to keep track of everything on a spreadsheet which is doubling the work.

  • Michael Araujo commented  ·   ·  Report

    Purchase orders should reflect what was originally ordered and as items are received against the PO. those should be reflected as well.

  • Gwen Williams commented  ·   ·  Report

    A report that shows all purchase orders with invoices against them and balance remaining.

  • Gwen Williams commented  ·   ·  Report

    Ability to see Purchase Order balance after partial bills have been applied.

1 2 3 4 5 7 Next →