46 results found
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Purchase order - Include attachments when copying to an invoice
It would be useful to have attached documents flow through to the invoice that's created when using copy to.
42 votesHi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
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New Purchase order - Option for narrower screen width
New Purchase Orders View - Improvement Suggestions
- Wide Screen is mentally straining and mostly irrelevent spaced out look over around 1400px; give a narrower screen width option please.
- Alternate line colourings may help
- Auto new-line/next-line is no longer working. Previously, pressing enter on a product made a default 1 item entry and opened a new line. This was a little unreliable, but clicking the correct product in the search also worked and cleanly. This action change is adding one more click to almost every line.
- Save and Send button should be at the bottom too -…35 votesHi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
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Upload purchase orders
We do PO from excel that then is a PDF. It would be really helpful if purchase orders can be uploaded like bills?
34 votesAppreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
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Purchase order - Centre product line
Please change the Purchase Order screen, back to the way it was. Having the product line centred and smaller was easier on the eye. The delivery instructions window is now ridiculously small, and you cannot read the instructions all at once. Horrible change.
If it ain't broke, don't fix it!20 votesHi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
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Purchase Orders - Reduce the total value or show the remaining outstanding balance on the Purchase Order Overview when partially billed
We were excited to see the new Xero feature that allows users to mark a partial purchase order as billed. However, we are confused that the total amount of the purchase order remains unchanged after a portion has been marked as billed.
As a result, the outstanding amount shown in the Purchase Order Overview does not accurately reflect the remaining balance to be billed. It would be much more useful if the purchase order total or outstanding balance automatically accounted for amounts already marked as billed, providing a more accurate view of what remains open on the purchase order.
6 votesThanks for explaining how this feature could be improved. We understand the request for purchase orders to show the remaining value or outstanding balance after a partial bill has been created. Having this information available in the purchase order overview could make it easier to track outstanding commitments at a glance.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd like to see it displayed.
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Purchase Orders - Add side-by-side split-screen viewer for document attachments
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.13 votesHi Tony, thanks for raising this idea. We can see how being able to view document attachments side-by-side while working on Purchase Orders would help make reviews more efficient.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing the side-by-side attachment view from Bills into Purchase Orders as well.
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Purchase Order quantities should reset when linked bills are deleted or corrected
The new billing interface has created a synchronisation issue between Purchase Orders and Bills.
If a bill is created from a PO and lines are accidentally billed before the goods are delivered, deleting the draft bill does not reset the PO quantities. Xero continues to treat those lines as billed, and when the goods eventually arrive, the system flags them as duplicate or over-billing.
The issue is not inventory. Draft bills do not update stock. The problem is that the PO no longer reflects reality.
Partial deliveries, back orders and simple human errors happen every day. Accounting software should allow…
5 votesThanks for raising this so clearly, Monica 🙂.
We understand the behaviour you’re describing: when a bill created from a purchase order is later edited, voided, or deleted, the billed quantities on the purchase order don’t reset, which can leave the PO out of sync with what’s actually been received and billed.
We’re making this idea available for others to vote on and comment on, which helps build a clearer picture of the level of support for this improvement.
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Purchase Orders - Merge multiple purchase orders
We send individual purchase orders to a supplier over the course of a month, and the supplier sends one invoice at the end of the month. Currently, I can't create an invoice from the POs as it will provide me with a separate invoice for each separate PO. It would be handy to be able to merge either the POs or the invoices so that the final result matches the supplier invoice.
13 votesThanks for sharing your idea to merge purchase orders. We appreciate you explaining how this could help when suppliers consolidate multiple orders into one bill.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Purchase Orders - Option to review and edit draft bills from PO link
⭐Description:
In the previous version of Xero, after we clicked Copy PO → Bill, the system would first open the draft bill screen, allowing us to:
review the details
edit the invoice number
adjust line items if needed
and then submit the bill for approval
This workflow was very efficient, especially for businesses handling a high volume of purchase orders.
However, after the recent Xero update, when we use Copy PO → Bill, the system now:
immediately marks the PO as PO – Billed,
automatically creates the draft bill in the background,
and does not open the draft bill screen…
16 votesHey Bangit, thanks for bringing this to our attention, we have seen an uptake in this request and we are moving this to Gaining Support. Now that we have reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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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.
8 votesAppreciate the feedback and understanding of your workflows here. I'll make sure your feedback gets back to our product team and share if there are any planned improvements. Thanks
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Purchase Orders - Smart document capture to draft purchase orders from supplier quotes
In the same way that invoices can be created from uploaded files, it would be great if we could add a supplier quote to the Purchase Order screen and Xero can extract the detail to draft a new purcahse order, based on a quote received from a supplier.
3 votesAppreciate you sharing this feedback. Automatically extracting line items, quantities and pricing from supplier quotes into a draft purchase order could make purchasing workflows more efficient.
We've updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this could improve your workflow.
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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…
8 votesSorry to hear the frustrations in the idea here, and I do want to acknowledge and thank users that have taken time to report things that aren't working as expected to our Xero Support team while we can't always commit to an immediate fix this does help our teams investigate and identify if there is an issue which gets shared back to our product teams.
In terms of the direct idea here on the delivery phone number, we appreciate that you've found ways of working around this using the Attention to field. The autofill of the delivery phone number with the business number was an intentional change to help with many user efficiency and save from having to fill this in manually. I want to be upfront that we don't have plans to change how this behaves but will continue to keep an eye on the interest from our community…
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Purchase Orders - Quickly duplicate line items
As a Procurement Officer or Small Business Owner, I want to quickly duplicate an existing line item while creating or editing a Purchase Order, So that I can save time when entering multiple similar items that only require minor adjustments (like different tracking categories or descriptions).
11 votesHi!
Thanks for sharing this idea that might make entering lots of similar lines onto orders faster for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would help them too!
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InvoiceNow SG - support original II/PO line number mapping
Dear Sir/Madam,
I found an online PDF User Guide regarding "Sending E-Invoices to AGD (B2G)." On Page 22, it states that for e-invoices billed against an Invoicing Instruction (II) or Purchase Order (PO), the line numbers on the e-invoice must match those on the corresponding II/PO.
I have included the link to the PDF User Guide below for the Xero team to review as a product enhancement suggestion. I hope this will help expedite the addition of this feature to Xero.
Please refer to the following link for reference:
https://invoicenow.billbay.co/foc_package/foc_userguideThank you.
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User%20Guide%20_%20BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB -
Guide-Technical%20Details%20for%20Government%20Invoicing%20through%20InvoiceNow.pdf 590 KB -
BB04%20Sending%20B2G%20E-Invoices%20to%20AGD.pdf 3430 KB -
Billbay%20InvoiceNow%20User%20Guides%20(Alfa).pdf 462 KB -
List%20of%20FOC%20InvoiceNow%20package%20for%20gstbiz.pdf 70 KB
1 voteThank you for sharing about your needs in e-invoicing with us on the site here, Teo.
We'd like to get a wider sense of the interest for this enhancement through your idea - make sure to share with any colleagues that'd like to see this too so they can vote.
If there are any plans made, we'll update you.
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Purchase orders - Button to 'Mark as sent'
The ability to mark a PO as sent would be great. Some of our suppliers only require a PO number and I don't have to actually sent the document. There is no facility to do this presently. I can do it for quotes but not for POs.
6 votesThanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
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Purchase order - Easier File Upload
Bring back classic Attachment view for Purchase Orders. Extra clicks suck, stop adding them.
1 voteHi Fiona, appreciate you highlighting this improvement. We understand the request for a simpler way to attach files when creating Purchase Orders, particularly with support for drag-and-drop uploads and less clicks.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular attachment workflows that slow you down today, we'd love to hear more about them.
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Purchase Orders - Posting to General Ledger
The functionality to be able to raise and approve a Purchase Order which, at the point of approval, would create a double entry in the general ledger. Specifically:
• Debit a Work in Progress (WIP) expenses account (to reflect anticipated expenditure),
• Credit a creditors account (to reflect the anticipated liability).
This would allow the PO to reflect a commitment in the accounts, enabling better management of Work In Progress and projected costs before the supplier invoice arrives.
In an ideal world, to be able to allocate the PO to a Xero Project, so that WIP and anticipated costs appear…
24 votesHi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
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Purchase order - Filter by tracking codes
Would love to have the ability to filter purchase orders by tracking code from the new PO menu
10 votesThanks for sharing this idea about filtering purchase orders by tracking codes. We appreciate you taking the time to let us know how this could help organise your purchase orders.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Purchase orders | Increase # of PO's that can be selected to create single bill
Increase the 25 Purchase Order Limit When Creating a Single Bill (Should be 100+)
DESCRIPTION OF ISSUE
When creating a Bill in Xero and selecting multiple Purchase Orders to convert into a single supplier invoice, Xero limits the selection to a maximum of 25 Purchase Orders.
If more than 25 POs need to be consolidated into one supplier invoice, users are forced to:
Create multiple separate Bills, or
Manually recreate the invoice outside of the PO workflow
This breaks the PO-to-Bill linkage and creates unnecessary administrative overhead.
THE PROBLEM FOR BUSINESSES
Many suppliers issue a single consolidated invoice covering dozens…
4 votesAppreciate the feedback, Anthony. We'l start getting an understanding of our community in others that have this similar situation. While it's not something we have plans of extending right now, we'll share if there are any updates.
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Purchase order - Record history when po is copied
When Billing a PO and copying it to an invoice it would be useful to have a connection between the documents.
4 votesHi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
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