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  1. Purchase Order - Link Purchase Order to Bill

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    52 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 😊

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    Lily Aung commented  · 

    I'm currently customizing a supplier report in Xero for our operational needs.

    The sales invoice template provides separate fields for essential information, such as the invoice number and the reference number. In contrast, the purchase/bill template combines these into a single field as 'Reference,' which could limit the detail available for tracking purposes.
    I have to use the "Reference" field to input both the supplier invoice number (external control) and our order number (internal control).
    This difference in structure affects how we can manage and analyze our supplier data in finding the frequency of purchase from the supplier based on our order reference (internal control).

    It would definitely be beneficial to have a separate field for the order number in the purchase bill template since it facilitates easier tracking and managing orders alongside the supplier invoice numbers without cluttering the reference field.

    If you have any suggestions for any workarounds, I’d love to hear them!

    Lily Aung supported this idea  ·