Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Purchase Order - Link Purchase Order to Bill

    188 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    52 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Karyn Hicks commented  · 

    Match a Bill to an existing PO
    When a bill is created without going through the PO it would be great to be able to have a button to click that is match Bill to PO. This would avoid the need to void the bill and re-enter via the PO screen. (Similar to Match to PO function in Approval Max).
    This would speed up the process and assist with accurate audit trails.

    Karyn Hicks supported this idea  ·