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  1. Purchase Order - Link Purchase Order to Bill

    150 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Karissa Hogan commented  · 

    It is important for our auditors that all bills that are entered use the same account coding as the purchase order. We currently create Bills directly from the PO, using the Copy to Bill function. We are keen to use data scanning software and e-invoicing to process bills, however there is no way for us to link the Bill to a PO, or to copy across the coding from the PO.

    Karissa Hogan supported this idea  · 

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    176 votes

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    49 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

    Karissa Hogan supported this idea  ·