46 results found
-
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.
-
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.
-
Purchase Orders - Track partially received items and log automated delivery timestamps
On purchase orders that have been submitted, to have feature e.g. a delivered column / check box, so we can track what has actually been delivered, and what hasn't. I've got one right now where we have received a partial delivery despite stating that we want it as one delivery.
1 voteThanks for bringing this idea to the community. We understand the request for purchase orders to show which items have been received, along with the date they were delivered.
There are a couple of ways to track this today, such as recording delivery details in History & Notes or creating a partial bill for the items received.
I’ve updated the status to Gaining Support so we can keep tracking interest. If this feature were introduced, let us know what you’d find most useful, such as received quantities, delivery dates, or a remaining quantity to receive.
-
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.
-
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.
-
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.
-
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
2 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?
-
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.
-
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.
-
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
-
Bills - Copy to purchase order
Is it possible convert/change a bill to purchase order without previous order
1 voteHi 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.
-
Purchase Orders - Ability to select and 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.
2 votesHi Tiana thanks for sharing your idea, and letting us know the changes that matter most for you. We understand that it is not convenient to click into each file to download individually.
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! Cheers
-
Bank Accounts - Allow manual tax/VAT adjustments on Spend and Receive Money transactions
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!
2 votesHi Chloe, we can see how being able to manually adjust tax amounts on Spend and Receive Money transactions would help when supplier receipts include small rounding differences.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of adding manual tax adjustment functionality for these transaction types.
-
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…2 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.
-
Xero Network - Send purchase order via the network
Xero to xero network - send purchase orders. Want to be able to send my regular supplier a Xero Purchase order via Xero network, who can then create a bill in their Xero, who can then send me their Invoice via Xero network. Would be super helpful given the start of the workflow is typically the purchase order.
7 votesThanks for your idea, Paul. Great to hear you find using the Xero network helpful in your workflow.
We'll gauge the interest from the community in expanding the use of the network to send purchase orders. This isn't something we have plans for at this stage but we'll let you know if there are any updates.
-
Purchase order - Show supplier aged balance when entering PO
Surface supplier aged balances during Bill and Purchase Order creation
When creating Bills or Purchase Orders, there is currently no visibility of a supplier’s outstanding or overdue balance without leaving the workflow to run reports.
This creates unnecessary friction between Finance and Purchasing teams, with buyers frequently needing to ask questions like “What do we owe this supplier?” or “Is their account overdue?” Finance teams are then forced to interrupt their work to manually check balances.
Proposed improvement:
Display a supplier aged balance summary (Current / 30 / 60 / 90+) directly on the Bill and PO entry screens once…1 voteThanks for sharing how this would be useful to you here, Charmaine.
As we have multiple product teams working across Xero it really helps for us to have ideas for each feature tracked separately in the forums here that we can consider and keep you updated through.
I've split your idea so we can track the interest in seeing this detail on a Purchase order, and another for viewing this within Bills across here.
This isn't something we have plans for at present but will track the interest and update if there are any plans made.
-
Purchase Order - Send purchase order by Sms or WhatsApp
Ability to send a purchase order by sms or copy link to WhatsApp. Same as you can do with sales invoices.
1 voteThanks for sharing the suggestion to send purchase orders via SMS or WhatsApp. We appreciate you taking the time to let us know how this could make a difference.
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.
-
Purchase Orders - Print & email as a single option
Not sure why anything needed changing, it's now harder to use. Tab doesn't create a new line automatically, I now need to click on the line, thus making the process take more time. I can't email and print a PO at the same time, it now requires more effort, and making it all full screen strains my eyes. This 'update' feels like it wasn't tested and none of it is for the better.
1 voteAppreciate your feedback on the new Purchase order experience, Justin. This will be shared back with our product team.
You should find when you tab from the Description field to the quantity field a new row is automatically added to your PO.
I want to be upfront there are no intentions to allow switching back to the previous experience, however understand there is also a request around being able to Print and email in one click that would help improve your experience. I've adjusted the title of your idea here and we'll begin to get a sense of the interest for.
-
Purchase Order - Send option at the top of the page
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 sharing your idea, and letting us know the changes that matter most for you. We can see how having to scroll back to the top of the page to send a purchase order adds extra steps to the workflow, particularly when the process naturally moves from top to bottom as details and line items are entered.
We’re moving this idea to Gaining Support so other customers can vote and add detail about how this impacts their workflow. Feedback and support on ideas like this helps our product teams better understand where changes may improve the overall experience.
-
Purchase Orders - Approval for amended purchase orders
Since the option is there to amend a PO once it's been approved would it be possible to add a requirement for POs where the value has been increased to have to be re-approved?
7 votesAppreciate why you may want to review a Purchase order if it has been edited once raised, Jenni.
We appreciate you taking your time to share changes that would be most meaningful to you. We'll get a sense of interest and track support your idea receives from the community.
You can find out and stay updated with all Xero releases on Xero Central.
- Don't see your idea?