3 results found
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Purchase order - approvable from customer contact list
When viewing customer contact, clicking a Purchase Order would be good if we could approve or mark as billed there.
Once billed can unmark as billed from here and then mark as billed but nothing before billed?!1 voteHi Calum, thanks for raising this with us. This is already possible within Xero While not specifically within Contacts list, but you can do this from the purchase order overview.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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Customise Purchase order template to manually change currency
We want to show different currencies for different overseas supplies on our purchase orders. We don't need any currency conversion. This is just so that the supplier receives a PO in their currency. Once the supplier sends their bill, we can manually adjust with local currency. This is only a cosmetic change to the appearance of the PO to save confusion. We do not need the 'Multicurrency' offering that Xero provides
1 voteHi Terry, thanks for raising your idea here. It sounds like you want your purchase order to simply show a different currency symbol and not calculate multi currency or use the multi currency module. If that is the case, we'd suggest setting up an advanced invoice template , this will only allow you to add your own currency symbols but the amount will be entered in your base currency. If this is something you're interested in, please raise a case with our support team and reference this idea. Cheers
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New purchase order - Use Branding from copied purchase order
I note that POs have now been updated to look like invoices (I didn't like the change to those, either - much too big on the screen). And they also seem to be auto saving, which isn't helpful. But it would seem that when you copy an existing purchase order, the Branding now defaults to the supplier's default branding, and doesn't copy what is in the existing purchase order, which is extremely unhelpful. Especially as you enter the branding on one side of the screen, and it then appears when saved on the other side of the screen, so it's…
1 voteHi Julie, we have made more improvements to new Purchase Orders since it was first released.
To confirm purchase orders do not autosave if there is something about your purchase order which is saving that you wouldn't expect please do raise a case with our Xero Support team so we can deeper look into the behaviour.
When you 'Duplicate' a purchase order this will copy across the details from the original purchase order you're copying from including the branding them. Give it another try and if things aren't working as suggested please do get in touch with our team through Xero Central.
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