Settings and activity
2 results found
-
186 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
An error occurred while saving the comment An error occurred while saving the comment 
Ahmed Williams
commented
Hi Xero, I added my comments re PO + AP (accounts payable) Invoice matching in Dec-22. Can someone from Xero please respond to our collective feedback, with Xero's plans on this matter (including timelines) or advise on a better channel for us to air our views directly with Xero on what is basically an Accounts Payable Financial control requirement, for all users of Xero.
There have been many comments on this topic but phrased in multiple different ways, as such they are not all linked together & would score highly as a requirement if they all appeared under the same topic title!NB: When using the phrase Accounts payable invoice I'm referring to what is known as "Bills" within Xero.
An error occurred while saving the comment Ahmed Williams
commented
I have to say PO / Invoice matching is an absolutely critical function that will save us so much time. You cannot have PO functionality without the ability to match those PO with invoices.
The matching process should work in the same way as the bank reconciliation process matches payments/receipts to purchases/ sales invoices + if the supplier includes the Xero PO order number on their invoices that should create a match.Additionally can you look into creating a "parent" PO / "sub or child" PO functionality that can be used to break supplier orders into multiple child PO that reflect and matches more directly to invoiced amounts.
Thanks
Ahmed Williams
supported this idea
·
-
237 votes
An error occurred while saving the comment Ahmed Williams
commented
Hi, I am in agreement with the comments below. We bulk upload our invoices as created in the Xero invoice template, then presently we need to attach the same document to each invoice (we run invoices in batches of 100). There has to be a simple way so that the documents can be attached to the invoices, either at the creation stage (before the approval process) or as the invoices are being sent out. Presently we need to open all 100 invoices and attach the documents separately.
Hi Kelly, this would be game-changing not just for goods but service based companies as well. Some features that would be great are: (1). if ALL the documentation attached to the PO could be replicated on the Bill or you could choose which document from the PO to attach to the Bill. (2). If PO's could automatically handle partially Billed costs associated by providing a cumulative balance of the PO value outstanding, (3). When creating a BILL from an outstanding PO the PO number should automatically be replicated on the BILL as a ref alongside the Bill ref (i.e. PO number alongside the Supplier invoice no. in separate fields).