Settings and activity
3 results found
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259 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment -
61 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
ROX Systems
supported this idea
·
An error occurred while saving the comment ROX Systems
commented
Hi all,
98% of our business is one Customer Invoice for every one Supplier Purchase Order.
As in we make sure to only invoice the customer what we can order and supply at the time.
We dropship or supply via email (no warehouse or stock on hand).
We link each Customer Invoice with the corresponding Supplier Purchase Order by adding the Invoice Number (and other details) to the Reference field, on both the Customer Invoice and the Supplier Purchase Order.
We then export Customer Invoice and Supplier Purchase Order data into Excel and run a custom report based on the Reference field (somewhat difficult and not ideal…) to close the loop, as in to make sure that every Customer Invoice has a corresponding Supplier Purchase Order.
Perhaps adding such a report to Xero would partly address this idea.
Best, -
198 votesROX Systems
supported this idea
·
Hi all,
98% of our business is one Customer Invoice for every one Supplier Purchase Order.
As in we make sure to only invoice the customer what we can order and supply at the time.
We dropship or supply via email (no warehouse or stock on hand).
We link each Customer Invoice with the corresponding Supplier Purchase Order by adding the Invoice Number (and other details) to the Reference field, on both the Customer Invoice and the Supplier Purchase Order.
We then export Customer Invoice and Supplier Purchase Order data into Excel and run a custom report based on the Reference field (somewhat difficult and not ideal…) to close the loop, as in to make sure that every Customer Invoice has a corresponding Supplier Purchase Order.
Perhaps adding such a report to Xero would partly address this idea and/or assist some users.
Best,