51 results found
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Purchase orders - Leave delivery telephone number blank
Why does the delivery telephone number autofill with the business telephone number?
I put the delivery name and number in the attention field of the delivery address in contacts. When the purchase order autofilled the name, with the name and number, I have been cuting and pasting the number across from the name field to the telephone field.
Now new purchase orders is auto filling the telephone field with the business number which is not always the delivery phone number!
It looks like the contacts part of xero needs to have a dedicated place for a delivery phone number for…
6 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
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If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Purchase Orders
Please revert back to the original format of the Purchase Orders, I have no idea why you felt this needed to be improved and has caused more issues
The viewing of the PO is far too big and makes my head hurt, can't save a PO without putting every detail in which we don't always have until later
Not saving projects in the draft PO unless all details entered, which we could do before on the old format
Can't just approve and copy to Invoice anymore need to go back into the PO for a second time which is unnecessary
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5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Attaching files to purchase order - have to save/approve now
We can no longer attach any files at the creating stage of a purchase order, the PO has to be saved or approved before anything can be attached, then it throws you back to the purchase order listing and you have to go back in to save anything. In the old version, we used to be able to attach files during the initial creation. Please could your developers look at this and fix this.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Entering account code & tax rates - default doesn't work when tabbing
When raising a new purchase order, you used to be able to tab across from the description, quantity & price, and it would automatically put in the default account code and tax rate for that supplier - now it doesn't do that. As soon as you tab across it removes the account code and you have to physically add this to each line. Could you please go back to the old version where it would add the default information to these columns? It is time wasting, if the information is already added to the Purchase defaults in the contacts, why…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Purchase Order - Add attachments when copied to bill
When you mark a PO as billed and copy to a draft bill the files attached to the PO don't remain with it and attach to the draft bill. Very annoying that you have to re-save the file and re-attach it to the bill
17 votes -
Purchases - Send pricing requests to supplier for saved inventory
I hold inventory for a large number of products, many of those products can be made by more than one manufacturer.
At the moment, if I want pricing from a supplier, the only real option in Xero is to raise a purchase order. That doesn’t work well in practice, because quite often I need to request prices before I’ve decided who I’m buying from, or before I even have an existing supplier relationship set up.
For example, if a new manufacturer opens nearby, I might want to send them a list of specific items from my inventory and ask for…
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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add files from library
In the purchase order screen, once po is approved you can not add from library anymore you can only upload files. Can this please be re-added as we add invoice/delivery dockets and order confirmations emailed to us from suppliers
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Automatic Currency exchange from Invoice to Purchase Order
The new changes to the Purchase Orders are terrible.
Still haven't fixed the option to copy from invoice to PO without having to go into the invoice list to do it from there, from the first upgrade, but now you have taken away how the PO would convert a foreign currency to AUD automatically when copied from the invoice to a PO.
Our current workflow does not utilise FX conversion at the billing stage; instead, we issue Purchase Orders based on the specific exchange rate from the date our client invoice was settled.
This now means we have to manually…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Purchase Order - Protect or Warn about Duplicate Line Items
Currently it is possible to accidentally order the same item multiple times in a PO. This is especially easy in a longer purchase order.
Please add in a popup or error to warn against this. Allow to continue if perhaps some people might require ordering the same items in one PO.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Allow Specific Supplier Email Address/s for Purchase Orders
Emailing POs to every email in the supplier contact details does not make sense.
We should be able to select emails for each supplier to connect to each type of document or email.
For some suppliers, one email may be used for all, for others, each email is for a different department. Remittences go to accountsreceivable@, Purchae Orders to orders@, bills to accountspayable@ - you get the idea.The new layout have made this worse by making deleting all the existing emails harder, but let's fix the root problem... allow selecting a PO email for each suppliuer and using this…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bring Back Purchase Order Send and Attach at Bottom
New PO layout has added extra scroll and clicks to PO creation.
Bring back the ability to send the PO from the bottom of the screen.
We start at the top, select supplier, add the products going down... get to the bottom... and have to scroll all the way back up to search for the send button... why?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to remove VAT from purchase orders
It used to be possible to raise a purchase order without VAT (selecting 'None' under the tax rates), but this has been removed with the recent update.
VAT only needs to be shown on tax documents in the UK, so the option to remove these being put back when raising a PO would be really useful.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Ability to assign a cost code to purchase orders
Ability to assign a cost code to purchase orders. This will allow to track expenses per equipment piece or per department within a company.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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purchase order tracking
Could customisable tracking fields be added to PO's. There are several steps in our business between SENT and then BILLED. the only way we can track this is using a spreadsheet as when looking at a PO in XERO we can not easily check status. Using the Notes is too slow and awkward.
As an example: We send a PO to Supplier; Items are then Collected by a courier (this could be weeks or months later); Items then Delivered to Customer (also delay here of months). By allowing us to have customised tracking fields we can then update the PO…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Purchase Orders - Import from an Excel file
Can we add a function to import purchase order from excel file? We have had it as import bill already, but it is not enough because we need to use the PO function in Xero. However, it is time consuming and many mistakes due to manually entering our PO. It would be great if we can import from excel for both bill and PO function.
86 votes -
Purchase Orders - Expand column width to show longer PO numbers
The PO number space under Purchase Order View is limited, we cannot view our full PO number, refer to picture
Please extend the column, else Xero should restrict the maximum allowance length for PO number format.
9 votes -
Purchase Order - Add new tracking category from Purchase Order
Add a new tracking category from the Purchase Order tracking field dropdown
3 votes -
Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
2 votesHi Janilyn, appreciate it's not an option when going through the copy to process. However, once the invoice is created you can click the 'x' next to the contacts name to remove and type the correct customers name.
If the previous contact has only had purchase transactions entered for them, once you've remove them from the invoice they should not be shown in the customers list in your organisation.
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Purchase Orders - Update the Send Email options
Purchase Orders Send Email Features.
This is to request the Product team to please also update the Send Email settings for the Purchase Order to make work efficient and clear to multiple recipients if they are only on CC.
Attached the screenshot of the latest update Xero had made for Invoice Send Email in which the CC and BCC is in the sending option. It is very helpful for the multiple receiver where in the business communication, we need to CC multiple emails than putting every email in the sending to space.2 votes -
Xero Inventory Plus: Purchase Order Templates
In Xero I’m able to use my purchase order templates that I created with docx.
I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.
3 votes
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