56 results found
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Purchase Orders - Allow Item Headings to be selected when PO is billed
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.2 votesThanks for bringing the distinction to my attention Mike, you are correct when a Bill is created from a PO that included description only lines, only the lines with quantities are available for selection. This Idea is now open for others to Vote and Comment on, share wiht colleagues and friends so we can gauge Community interest. Sharing comments on how this would improve your business processes will assist the team when it comes to future planning. Any updates will be posted here.
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Purchase Orders - Automatic purchase order approvals based on account codes
We would like to be able to send Purchase orders for approval based on account codes, so PO's containing specified account codes would need to be approved by a given person in the organisation. Similar to the following suggestion but for Purchase orders.
1 voteThanks for bringing this idea to the community. We understand the request for account-based approval workflows for purchase orders, particularly when different departments have their own budgets and approvers.
Automatically directing orders to the relevant manager could reduce delays and make it easier to maintain consistent purchasing controls.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your business, add your vote and share your use case.
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Purchase Orders - Bulk deletion
Can you create the ability to be able to delete purchase orders in bulk. Thanks
1 voteThanks for bringing this Idea to us Kishon and we appreciate that being able to delete Purchase Orders in bulk would be helpful for your workflow. This idea is now open to votes and comments and you can share this wiht your friends and colleagues so they can have their say too. We will continue to monitor the Idea to glean community support and any updates will be posted here.
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Purchase Orders - Comprehensive Purchase Order Status report
Dear Xero Product / Development Team,
I would like to submit a feature request on behalf of our client regarding Purchase Orders in Xero.
Our client would like Xero to have a Purchase Order Report that can clearly show the status of each Purchase Order, especially whether the goods or services under the Purchase Order have been fully received and whether the Purchase Order has been fully closed.
It would be very helpful if the report could include the following information:
Purchase Order status
To show whether each Purchase Order is still open, partially received, fully received, or closed.Receiving…
1 voteAppreciate you raising this suggestion. Having a report showing whether purchase orders are open, received or billed, along with any related bill numbers could make month-end reviews and payables reconciliation much easier.
For now, you can use the Purchase Order Summary report alongside the Purchase Orders list and export the available information for further review.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share which PO statuses or details you’d want included.
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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.
5 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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Bills - Copy to purchase order
Is it possible convert/change a bill to purchase order without previous order
2 votesHi everyone, thanks for sharing this suggestion. We understand why having the option to copy an existing bill into a purchase order would help streamline purchasing workflows, especially when managing supplier records and inventory processes.
The idea is to allow users to create a purchase order from an existing bill, carrying across details like supplier information and line items instead of re-entering the same data manually.
We've moved this to Gaining Support to continue tracking engagement and support from the community.
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Purchase Order - Option to choose percentage is calculated from amount instead of quantity
You can only select the quantity to bill when creating a bill based on an existing purchase order. However, other businesses, like Amazon, divide their invoices and add promotions, discounts, and other deductions to their Invoices. When you place a five-item order on Amazon, it may be divided into five invoices. A promotion or discount will be applied to the initial order total, but it will be divided among all invoices.
This means that we are unable to use the Xero's purchase orders percentage calculation tool if we have a PO with a promotion or discount applied and the PO…
1 voteThanks for sharing this idea. We understand that you’re asking for the percentage billed on a purchase order to be calculated from the monetary amount, rather than quantity, so that discounts, promotions and purchase orders split across multiple bills are reflected more accurately.
We’ve opened this idea for votes and comments. If other customers have a similar need, please add your support or share examples of how this would help your business.
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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
11 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 - 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…
25 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 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 Orders - Search ignore spaces
When searching a purchase order number in the search bar in the purchase order section, it wont find the purchase order if there is a space after the number. This shouldn't be an issue if there is a space next to it. This happens a lot if I am copying and pasting a number into the search bar and it adds in a space next to the number, I then have to go back in and get rid of the space to find it
3 votesThanks for the feedback, Brianna. Can see how it would be easy to add a space that could cause troubles when searching a PO number. Just to double check - is the space you mention in the original PO number field or within the search that you're performing?
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Purchase Orders - Sort purchase order delivery address dropdown list alphabetically
Purchase Order Delivery Address -
The drop down menu is messy and out of order.
Currently I can see all the old saved delivery addresses (from the old set up) and they are in alphabetical order, easy to scroll through.
All the new delivery addresses (when you updated the PO's) are saved but saved in chronological order. Very difficult when I want to reuse a delivery address.
There is also no search function to search the saved list.
Currently you can only search contact list.We have many Suppliers and they have multiple delivery addresses (Example: clothing stores - One…
1 voteThanks for bringing this to the community. We understand the request to make the delivery address dropdown on purchase orders easier to navigate. Having addresses displayed alphabetically or in consistent order could reduce the time spent looking for a particular location.
We've updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and tell us how you'd like the list to be organised.
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Purchase Orders - Add "Marked as Billed" status and direct bill links in Billed tab
Please add these two column options to the "Billed" tab in Purchase Orders:
1) Marked as Billed
2) a link to the created Bill(s)It is very difficult to find orphaned POs that were marked as Billed, but a bill was never actually created. Right now we have to click into each Purchase Order and look at History to determine this. Adding these two columns would make it instantly visible when troubleshooting.
1 voteAppreciate you bringing this idea to the community. Adding more detail to the Purchase Orders Billed tab could make it easier to follow what happened to each order.
In particular, the suggestion is to show when a PO was manually marked as billed and provide a direct link to the associated bill where one exists. I’ve updated this idea to Gaining Support so we can continue tracking interest.
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Purchase Orders - Show subtotals on Approved and Paid
viewing subtotals of approved and paid purchase orders (currently only purchase orders awaiting approval show a subtotal at the top of the page)
6 votesThanks for your feedback! Your idea is now live and ready for the community to get behind.
To help gain momentum, share the link with any colleagues who would benefit so they can cast their vote.
Along with voting, the community can now provide extra context in the comments on why this change is a win for their Xero workflow.
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Xero Inventory Plus (XIP) - Include the Universal Product Code (UPC) field on Purchase Order PDFs and layouts
Include the UPC on the purchase order PDF so that you can communicate the supplier item code when buying, which is often different than the product SKU.
2 votesHi Ryan, thanks for sharing your feedback on this idea.
We can understand why you'd like UPCs to be included on Purchase Orders in Xero Inventory Plus. For businesses working closely with suppliers, warehouses, or fulfilment partners, having UPC information visible on purchasing documents could help with product identification and order accuracy.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how UPC visibility on Purchase Orders could support your inventory and procurement workflows.
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Purchase Order - Reorder Items by Name and Code
Manually matching bills to POs is made difficult by the order of items on the PO vs the order of items on the supplier bill.
The ability on the PO (and the bill creation) to simply reorder the items by both product name/desc, and the Item Code would help to overcome this in many cases, and would also help to find accidental duplicates1 voteThanks for sharing this idea. We understand that being able to reorder purchase order lines by product name or description, and by item code, would make matching supplier invoices much easier and help identify duplicate items.
We’ll move this idea to Gaining Support so other customers can vote and share how important this would be for their workflows. Please continue to add any examples or use cases that would help demonstrate the impact.
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Invoice - Copy to create multiple purchase orders
MULTIPLE PURCHASE ORDERS FROM ONE INVOICE
We produce invoices for customers which can have over 40 line items... a lot of the items could come from many different suppliers and at present, when placing a purchase order, you have to go to "invoices", then "draft" or "awaiting payment", tick the invoice in question, select "copy to", then select "purchase order"... you then have to repeat the whole process to select another supplier FOR THE SAME INVOICE.
What would be easier, after you had "sent" the PO, would be for xero to have remembered the last invoice you selected when raising…3 votesThanks for sharing your idea, Troy. Can understand how being able to create multiple po's at once from an invoice could streamline your workflow.
We'll start to get a sense of the interest in this from others in the community and I'll share if there are any updates.
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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…
4 votesHi team, thanks for sharing your idea, and letting us know the changes that matter most 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 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 order - US market, Date selector 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 voteHi Lara, thanks for sharing your idea, and letting us know the changes that matter most 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 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 - Sticky header for actions
Action Bars across all views should be sticky so that scrolling up and down is eliminated.
For me...
- Purchase order/Bill/Invoice actions.
- Bill Batch Payment ActionsComment where this would be good for you...
1 voteHi Andrew, appreciate your sharing the idea for us here and how you'd like consistency across all Xero, however as features across Xero are developed separately it's best for us to get a sense of the interest in this for each place in Xero users would find this most helpful. I have updated the title of your idea to represent this for Purchase orders, you are welcome to start new ideas for each other feature you would find this helpful. Thanks
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