5 results found
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linking purchase order numbers with projects and auto reconciling
it would be ideal if purchase orders were linked to bills when they are uploaded, which then is also linked to projects, this would automatically add it to the relevant project as an expense
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Purchase Orders - merge
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.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Flagging invoices in Awaiting Approval
Hello,
When we check a purchase invoice and the total does not match our order value (kept in a third party software) it would be useful to be able to flag/hold the invoice in the awaiting approval section so we have visibility in this list between those invoices that still need checking/approving and those that we wish to hold because they require further investigation.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase orders - Prevent tax rates changing when item edited
With the new Purchase Order template, tax rates applied to a product change if the cost price is amended, so for Zero rated items, they now switch to 20% VAT rate. Why has this change been made? Really frustrating and could lead to issues with Tax Returns if not manually updated.
1 voteJust trying to get a bit more understanding of your business flows here, Robert - Can you share a bit more about the steps you're taking when creating purchase orders and what the tax rate is changing from and to?
When you Edit an item within the purchase order, the detail of that item will be applied to the line of your purchase order that you're updating. Would this explain the change that you're seeing?
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Purchase orders - Add column to list view
An option to add a column (Received by) to PO menu.
This will display that an order was received form the menu rather than clicking in to each individual PO to fond out.1 voteHi Declan, taking a closer look into your idea here we'd like a bit more information to help us better understand the detail you're wanting to see from the list view.
When you say you'd like to see if a PO was received - Can you share a bit more about how you currently determine when a PO has been received by your supplier in Xero?
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