Settings and activity
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20 votes
Hi Tristan, thanks for sharing such a detailed and well-thought-out suggestion. We appreciate you taking the time to explain the specific accounting impact and how this would improve financial visibility.
We've reviewed your idea for having approved Purchase Orders post to the general ledger and integrate with Xero Projects. This suggestion is now ready to gain support and feedback from other community members.
Along with votes, others can now comment on how having this visibility of committed costs could improve their own project management and financial forecasting in Xero. 🙂
Ruud Smeets
supported this idea
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19 votesRuud Smeets
supported this idea
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125 votes
Hey community, thanks for your detailed feedback on combining expenses into a single claim.
We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.
Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.
We’re continuing to monitor feedback on this idea and will keep you updated.
Ruud Smeets
supported this idea
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I understand why an approved PO does not get automatically posted to the ledger, that makes sense. In my view you would not want this as it is likely to cause more work at month-end where approved bills have not been (correctly) matched with an approved PO.
It would be a good start to be able to extract an approved PO report (similar to invoice or bill export) with the GL account code and amount. That would assist in preparing a month-end accrual journal.
As a next step you could then look at automating this process where you have the ability to select approved POs you wish to accrue and automatically post an accrual and reversal journal for the selected POs.