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  1. Sales Invoices - Field for Customer's Purchase Order Number

    215 votes

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    We’ll send you updates on this idea

    104 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.

    We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.

    While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.

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    Stuart Crumpton commented  · 

    Customers need to see the PO on the invoice as this aids their reconciliation processes. As more of this is automated it becomes even more critical that there is a single field where this is held.

    Stuart Crumpton supported this idea  · 

  2. Reporting - Filter the Profit and Loss by Contact

    66 votes

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    20 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.

    There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.

    Alternatively, some people in the discussion have also kindly shared their method which may help others.

    Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.

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    Stuart Crumpton commented  · 

    Being able to understand profit and loss for individual pieces of work or for individual clients is critical to manage our business. This feature is available out of the box within Freeagent and I can't believe this can't be done in Xero.

    Stuart Crumpton supported this idea  ·