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1. Purchase orders - Online view with option to convert to Quote

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   3 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi there, we appreciate your suggestion. It's a thoughtful idea that touches on a key part of the procurement process. We understand that the current method of emailing PDFs and relying on suppliers to recreate the information on their side requires some manual work.

   An online view of purchase orders, along with the ability for suppliers to convert those into a quote or invoice in Xero, would help make this a much smoother experience for everyone involved.

   At the moment in Xero, purchase orders can be converted into bills, which you can then send to suppliers, and quotes can be converted into invoices to be sent to customers. However, there isn’t a way for suppliers to view a purchase order online and import it into their organisation as a Quote.

   This idea is currently in the Gaining Support phase, so we’re keeping a close eye on feedback and interest from the community. We’ll continue to update this thread as things progress.

   Hi there, we appreciate your suggestion. It's a thoughtful idea that touches on a key part of the procurement process. We understand that the current method of emailing PDFs and relying on suppliers to recreate the information on their side requires some manual work.

   An online view of purchase orders, along with the ability for suppliers to convert those into a quote or invoice in Xero, would help make this a much smoother experience for everyone involved.

   At the moment in Xero, purchase orders can be converted into bills, which you can then send to suppliers, and quotes can be converted into invoices to be sent to customers. However, there isn’t a way for suppliers to view a purchase order online and import it into their organisation as a Quote.

   This idea is currently in the Gaining Support phase, so we’re keeping a close eye on feedback and interest from… more

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   Untamed Earth Organic Farm commented  ·  11 March, 2026  ·  Edit…  ·  delete…

   We really want to be able to send P/o's that automatically populate the line items into a draft bill or even quote at the supplier end.

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   Untamed Earth Organic Farm supported this idea  ·  11 March, 2026

2. Customer statements - Ability to auto email Statements to customers

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   329 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share as soon as there's more news.

   We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

   Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

   While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

   We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

   We want to keep you updated as work progresses on this, and I'll be back to share… more

   Untamed Earth Organic Farm supported this idea  ·  04 October, 2022