41 results found
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Purchase Orders - Ability to view attachments beside the purchase order
Purchase Orders - The ability to view attachments beside the purchase order has been lost in the recent upgrade.
Bills have retained this feature, while this function has been lost in the Purchase Order window.
You now must open a second window to view attachments e.g. Packing slips/ Invoices when reconciling or creating new POs. This detracts from the user experience and makes this process cumbersome.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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Feature Request – Purchase Order to Invoice Matching Workflow
I wanted to share a workflow improvement idea based on how we currently use Xero alongside EzzyBills.
At present, our process is:
Staff raise purchase orders internally
Orders are placed with suppliers
Supplier invoices are received and imported via EzzyBills
Invoices are then posted directly into XeroThe challenge we have is that the purchase order currently serves very little practical purpose in the system, as the invoice effectively becomes the trigger document for processing and approval.
What we would find highly valuable is:
A feature that allows imported invoices (via EzzyBills or similar integrations) to be automatically or 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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Document transfer
An option to bring any attachments from a PO to a bill when it is 'copied to bill' - or just automatically bring the attachments with it when it is transferred to a draft bill
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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Date selector in Purchase Orders should be Sunday to Saturday
Date selector in Purchase Orders should be Sunday to Saturday
I’d like to request an update to the New Purchase Order date selector so the calendar can display Sunday–Saturday instead of Monday–Sunday, or at least follow the same week-start setting used elsewhere in Xero.
Most US calendars and business workflows use a Sunday–Saturday view, so this change would make the Purchase Order date picker more intuitive and consistent with other Xero transaction screens (like invoices and bills), reducing date entry mistakes and improving usability for US-based users.
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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Side‑by‑Side PDF Attachment Viewer for Purchase Orders etc...
Please add the ability to view attachments (PDFs, images, invoices, delivery notes) side‑by‑side within the Purchase Order screen — similar to the existing viewer available on Draft Bills and in New Invoicing.
At present, PDF attachments can only be downloaded or opened in a separate tab, which breaks workflow and makes data entry or checking details more time‑consuming.
Xero’s own guidance confirms that PO attachments currently open separately and cannot be previewed within the same window.A side‑by‑side viewer would improve accuracy and efficiency by enabling users to compare line items, quantities, pricing, or supplier documents without switching away from…
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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Send purchase order by Sms or WhatsApp link
Ability to send a purchase order by sms or copy link to WhatsApp. Same as you can do with sales invoices.
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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Customise Purchase order template to manually change currency
We want to show different currencies for different overseas supplies on our purchase orders. We don't need any currency conversion. This is just so that the supplier receives a PO in their currency. Once the supplier sends their bill, we can manually adjust with local currency. This is only a cosmetic change to the appearance of the PO to save confusion. We do not need the 'Multicurrency' offering that Xero provides
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 - Download All Attachments
I would really love a small button in the purchase orders drop down menu to download all attachments because now that it opens a full screen view and you have to click at the top right of the screen to download then go down to the bottom right corner to go to the next, it's just not efficient.
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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Spend/Receive Money - Make VAT Changeable
When adding a transaction via Spend/Receive Money in the Accounting section, it would be really helpful to be able to change the amount of VAT manually when there is a +/- 0.01p etc. This can be done when entering a New Bill but not a quick Spend Money transaction therefore when the VAT needs to be manually changed, the Spend Money needs to be voided and re-entered as a New Bill then a Payment Made once the bill has been saved. Very small adjustment but would save time!
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.
89 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 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 -
Purchase Orders - Improved text box functionality
When I add text to any of the boxes within a column in a purchase order, it moves the screen down because the box needs to expand to fit the text. This makes it really hard to copy-paste quickly. Please either remove the bug that makes the screen move down (boxes expanding) or add a "copy previous line" feature to eliminate this onerous task completely.
3 votes -
Purchase Orders - Email notification for approved purchase orders
Set-up an email notification to alert users when their Purchase Order has been approved
32 votes -
Xero Accounting app - Automatically assign the next Purchase Order number
When using the Xero app from your phone, to have the Purchase Order numbers auto generate the number.
Currently, we have to look back and previous purchases to find the last used PO....unless you have a great memory. And then, while creating a new purchase order, we have to enter the new number.
Currently, we also need to select as an optional detail, the order number. It would be nice if the app created a new PO number, sequentially from the previous PO issued.
The two attachments show when creating new PO, the first screen. Then I need to add…2 votes -
Purchase order - Compare purchase order amounts raised with budgeted accounts
For Purchase Orders:
1) Able to assign departmental head for approval ( email goes to manager for approval and they can click and approve ) . Can create a approval level all from Xero to email.
2) Able to see budget against PO , once budget uploaded approver or procurer can see department or nominal account budget before approval.
1 voteAppreciate your idea, Sadan. Sort of 2 different requests in the one here.
We have an existing idea for being able to assign a user that can approve purchase order that you may like to join and vote for.
I'll slightly update the title of this idea to reflect the request to compare with budgeted amounts. We don't have any plans for this right now, but will get a sense of the interest to begin with through this idea.
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Purchase Order - Order Confirmation/acknowledgement
To add a function where you can input order confirmations for purchase orders. To enable quick review of what PO's have & haven't been confirmed.
16 votes -
Purchase Orders - 'Pick Up' option for Delivery field
I would like to have the option of raising a purchase order and selecting 'Pick Up' from the delivery field.
6 votes
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