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 a supplier is selected.
Why this matters:
• Provides real time context at the point of decision
• Enables buyers to self-serve basic supplier status
• Reduces interruptions and context switching for Finance teams
• Aligns purchasing activity with accounts payable reality
• Removes the need to leave the workflow to access key information
This would use existing data, but surface it where it’s most actionable, significantly improving day to day efficiency for both Finance and Procurement.
Charmaine Scott
shared this idea
Thanks 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.
