86 results found
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Advanced Branding | Purchase Order - Add Customer Contact Name & Contact Number
No idea - this was mentioned 5 years ago but the new system seems to have lost the original idea/moan.
This is a very simple and quick one dev-wise.
The "Purchase Order" needs to simply pull through the "customer name" and "contact number" from their profile - once you have searched for it at the bottom of the PO where it says "Delivery Address".
Every other form uses word doc templates where you can choose your merge field name and it retrieves that information from the contact profile. Why does this form not do it?
This is ridiculously simple to…
4 votes -
Purchase orders - Ability to assign lines to a Project
Ability to assign purchase orders to a project in Xero.
Purpose: To make Xero projects overview shows everything ordered/billed & invoiced to the customers.
594 votesHi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
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Purchase Orders - Show partial amounts billed
Ability to show partial amounts within purchase orders.
Purpose: Because in some industries, showing partial bills to their clients can improve the workflow when doing ongoing projects.
300 votesThanks for the response and continued support in this idea, everyone.
Work for partial billing of a purchase orders is taking shape. ✨
To give a taster of what this'll look like - when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill, and your Approved purchase order will show the amount of each item Billed.
I'll come back to share as soon as the feature begins roll out!
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Purchase Orders - Include document attachments when emailing to supplier
Ability to include an attachment with an emailed Purchase Order
Purpose: Because there may be additional specifications or plans that need to be sent to the supplier through PO
291 votesHi everyone, the ability to attach files when sending purchase orders from Xero is in the process of rolling out and live with 50% of users already!
If you have attached files to your purchase order you will see these shown when sending, with a check box to choose whether they are attached to the email 😁
I'll be back again to confirm once it's live to all users.
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Purchase Orders - Import / Export function
Simply formalising the blog comments from others to have Import functionality added to PO's and Xero's "if there is sufficient demand".
+1 here
24 votesWe appreciate the passion and feedback we've received from customers about the ability to import and export purchase orders.
We want to be open, that we do not have a direct plan to build export and import functionality in Purchase Order any time soon.
Our Product team in this space are currently focused on modernising our underlying technology so we can build new features, faster in the future.
To give a clear message for anyone coming across the idea, we'll close this idea.
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Purchase Orders - Additional supplier reference field
Having another field for supplier reference.
Purpose: User can check duplicate purchase orders easier by having another supplier reference field.
58 votes
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