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Purchase orders, bills & inventory: Purchase orders

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New Purchase Orders | Stay on PO once Approved

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.

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

Thanks for sharing with us on this here, we appreciate why you'd like to stay within the transaction once Approved and our product team have released an update to make this the behaviour.

You'll now find that when you 'Approve' the transaction is updated and you stay on the same screen so you can then take other actions like 'Email'.

Also to note, there is the option to do both actions at once by clicking the drop down next to Approve where you'll see you can 'Approve & email'.

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  • Jane Aird commented  ·   ·  Report

    This is already causing errors with staff thinking they have sent the PO and then a week later wondering where our goods are, only to discover they never actually sent the PO but the way Xero sends you back to the main screen it looks like everything is finalised.
    Also, when you go back into a PO that you have sent, the status squares (see screenshot) are confusing, the "Approved" is in green but "sent" is in white, making me constantly go back and check if I have sent or not, as it looks like it is still to be sent

  • Jonathan Loake commented  ·   ·  Report

    It is a very weird thing to be thrown back to the po list when approving it. This behaviour doesn't occur anywhere else in Xero so I assumed it was a bug, but who knows?

    They keep ******* on about needing to update everything so they all use the same infrastructure, but all the new updated screens behave so differently to each other!