Purchase orders, bills & inventory

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1. 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 approval process, especially when handling a large number of supplier invoices.

   We would appreciate it if Xero could consider enhancing these functions by introducing:

   1. A bulk approval option for both Purchase Orders and Bills.
   2. The ability to approve transactions directly from the list view without having to open each individual document.
   3. More flexible approval workflow settings to improve efficiency and productivity for finance teams.

   These enhancements would greatly improve the user experience and save considerable time for organizations managing high transaction volumes.

   We hope this request can be considered in your product enhancement roadmap. Thank you for your continued support and commitment to improving Xero. We look forward to hearing your thoughts on this suggestion.

   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… more

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   0 comments  ·  Bills  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 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.

2. Account Code not displaying on created transactions

   With the new invoicing and updated bills screens, once a transaction has been created, it only displays the account code description and not the account code itself when viewing the transaction. The only way to view the code itself is by editing the transaction after the fact.

   It would be useful and less time consuming when reviewing postings if both the account code and description were visible again.

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   0 comments  ·  Bills  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

   Thanks for sharing this idea, Reuben. After reviewing the suggestion, we've updated the status to Existing Functionality.

   In the new experience, you can already view both the account code and account name in the Bills Quick View panel and new Invoice. We do recognise that the account code isn't currently shown when viewing the full bill screen and improving this is something we're planning to work on over the coming months.

   As this functionality is available in the new experiences, we'll close this idea for voting. If this isn't the behaviour you were referring to, or you're looking for something different, please let us know with a few more details so we can take another look.