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.
Andrew J
shared this idea
Thanks 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. 😊
