Settings and activity
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30 votes
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Joanna Monks
supported this idea
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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 Joanna Monks
commented
We import all our supplier invoices from Dext, and we really need a way to link the invoice to its corresponding purchase order in Xero. When the bill is reconciled against a payment it should be possible for the PO to be automatically marked as 'billed'. We're constantly dealing with a huge backlog of purchase orders that have to be checked through and manually billed and it seems needlessly time consuming, surely something that could easily be automated
Joanna Monks
supported this idea
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We're also really frustrated that the remittance template does not allow us to include the invoice reference number. It's a crucial detail that needs to be included on our remittance advice, it causes problems with so many of our suppliers. It seems unnecessarily time consuming having to go into each transaction and type this manually into the remittance email before it’s sent, especially because you have to open a separate tab to get the invoice details up as these aren't visible when you're typing your remittance email.