Settings and activity
22 results found
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21 votes
Hi team, doing some more testing around this I'm going to re-open the idea as I understand some of the feedback that's been raised is related to when the Purchase Order is in a Draft status and wanting the ability to create a Bill from a Purchase order in this state.
I've reached out to our product team and will round back with more updates here, however it would be really helpful to understand any details of your business flows and processes that require a bill to be created from a purchase order that's in a draft status that I can share back with our team. Thanks!
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Andrea Sully
commented
I agree Ruth, this is rediculous and this has only changed in my Xero since end of last week, was working perfectly last week before that. I have annual PO's that I bill from weekly and monthly to save me time, so I use this feature regularly. The new billing of PO's format is already taking me so much longer than it used to, this is just an added pain in the b_tt. Xero, fix your "beautiful" software to make it easier and quicker for us who actually use it please!!
Andrea Sully
supported this idea
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33 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
Andrea Sully
supported this idea
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4 votes
Hi team, we're starting to get a gauge from the community for interest in this idea. We'll track the support closely and share if there are any updates.
Andrea Sully
supported this idea
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6 votes
Appreciate the feedback and understanding of your workflows here. I'll make sure your feedback gets back to our product team and share if there are any planned improvements. Thanks
Andrea Sully
supported this idea
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6 votes
Thanks for your feedback, Christine! While there's no direct button to 'Mark as sent' if you select 'Print PDF' you'll see you get an option to 'Mark as sent' however you will need to Print and download the PDF of your device for this action to complete.
We'll get a sense of the interest in a specific button for this from your idea here, but hopefully this option helps for now. 😊
Andrea Sully
supported this idea
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2 votes
Hi 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
Andrea Sully
supported this idea
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10 votesAndrea Sully
supported this idea
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48 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Andrea Sully
supported this idea
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18 votesAndrea Sully
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28 votesAndrea Sully
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21 votesAndrea Sully
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54 votes
Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here.
Andrea Sully
supported this idea
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98 votesAndrea Sully
supported this idea
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28 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
Andrea Sully
supported this idea
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17 votes
Hi Kim, thanks for your feedback here.
I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.
Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.
An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.
We also have plans to reduce this further, so I will keep you updated on this here.
We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.
Andrea Sully
supported this idea
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19 votes
Hi team, we do appreciate hearing your feedback on the new Purchase orders experience. In order for our product teams to get a good understanding of the direct changes that our customers would like to see, as well as help others in community understand what they've voting for we ask that each idea be created as a separate post. I've updated the title of the idea here to reflect the first point that Carl noted around the centring of the product line. We welcome you to each create a new idea for each change you'd like to see.
Andrea Sully
supported this idea
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33 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Andrea Sully
supported this idea
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24 votesAndrea Sully
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212 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Andrea Sully
supported this idea
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63 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
Andrea Sully
supported this idea
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Hi Kelly, I wanted to provide some additional context around our use of the “Copy to Bill” feature from a fully billed purchase order.
We are a Local Government Entity and since 2016, with the support of our external government-appointed auditors, we have been creating annual financial year (FY) purchase orders in Xero that cover the full year of products and/or services. Typically, we generate around 50–60 of these POs annually, which are used to cover regular, recurring supplier expenses such as SLA/MLA contracts, electricity, phone services, fuel, rentals, trade waste and similar ongoing costs, which are billed either weekly, fortnightly or monthly.
As supplier invoices are received, we bill them against the relevant annual PO each time. From the first instance of billing for a new FY, we mark the PO as billed. We only rely on the “Approved” POs to determine the number of outstanding POs. If all our annual FY POs remained unbilled, there would be an inaccurate and inflated view of outstanding POs from a review and reporting perspective.
The structure of these annual FY POs is also the reason we previously requested a visible running balance of amounts billed against each PO. This is particularly important not only for these annual POs, but also for POs for contractor works with multiple claims or for backordered items.
At present, to determine how much has been billed against a PO, I need to go to the history, open each individual bill and manually calculate the totals, which is more complex when a single bill has been allocated from multiple POs. I hope this gives you some insight to how and why we need to "Copy to bill" from a fully billed PO.