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  1. Bank Reconciliation - Send Overpayment Query Emails to Customers

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi John, thanks for your detailed suggestion. We understand you’re looking for a way to send an overpayment query email directly from the bank reconciliation screen when a customer payment doesn’t match an invoice.

    Having this option within the reconciliation workflow could help make it easier to resolve payment queries without needing to move between different tools.

    I’ve updated this idea to Gaining Support so we can continue gathering feedback and examples from the community.


    john williams shared this idea  · 

  2. Purchase orders - links existing bills to purchase orders

    52 votes

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    13 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    john williams commented  · 

    I wanted to share a workflow improvement idea based on how we currently use Xero alongside EzzyBills.

    At present, our process is:

    Staff raise purchase orders internally
    Orders are placed with suppliers
    Supplier invoices are received and imported via EzzyBills
    Invoices are then posted directly into Xero

    The challenge we have is that the purchase order currently serves very little practical purpose in the system, as the invoice effectively becomes the trigger document for processing and approval.

    What we would find highly valuable is:
    A feature that allows imported invoices (via EzzyBills or similar integrations) to be automatically or manually matched against existing purchase orders.

    Key benefits would include:

    Turning purchase orders into meaningful control documents rather than standalone records
    Enabling variance checking (price/quantity differences)
    Improving financial control and audit trails
    Reducing manual reconciliation effort
    Supporting better approval workflows before payment

    Ideally, this could include:

    Suggested PO matching based on supplier, amount, or reference
    Highlighting discrepancies between PO and invoice
    Allowing partial matches or multiple POs per invoice where required

    At the moment, the lack of this linkage means the PO process is largely duplicated effort without system enforcement.

    I believe this would add significant value for businesses using Xero alongside invoice capture tools and strengthen the overall purchasing workflow.

    Happy to discuss further or provide more detail on our use case if helpful.