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  1. Reporting - A more detailed Purchase Order report

    27 votes

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    9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.

    We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.

    For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.

    We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.

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    Wesley Schrauwen commented  · 

    Hey Jill

    I have created a plugin specifically for purchase orders and automating accruals, prepayments and manual journals. Its called DayFive if you want to check it out its (app.DayFive.eu). I can give you a trial code to see if it fits your needs.

    The app also supports FX conversions in the automatic manual journal.
    Please feel free to reach out for any and all information you might require.

  2. Prepayments & Accrual Schedules

    186 votes

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

    Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.

    I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.

    We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.

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    Wesley Schrauwen commented  · 

    Hey Scott

    I have created a plugin specifically for this. Its called DayFive if you want to check it out its (app.DayFive.eu). I can give you a trial code to see if it fits your needs.

    Basically you would raise a Purchase order as and when you know an expense is about to take place and then it will automatically create accruals, prepayments and manual journal (including all reversals and FX conversions).