Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Creating a Bill from a purchase order

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    20 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, doing some more testing around this I'm going to re-open the idea as I understand some of the feedback that's been raised is related to when the Purchase Order is in a Draft status and wanting the ability to create a Bill from a Purchase order in this state.

    I've reached out to our product team and will round back with more updates here, however it would be really helpful to understand any details of your business flows and processes that require a bill to be created from a purchase order that's in a draft status that I can share back with our team. Thanks!

    An error occurred while saving the comment
    Moon Liu commented  · 

    When we pay a deposit to a vendor, we usually record it as a prepayment, not as a bill/expense, because the service has not been fully delivered yet and the deposit should not be reflected in the P&L at that stage.

    Also, in our process, the purchase order is more like a draft or reference for the final bill. There may still be many changes before the final bill is created, such as quantity, amount, or final balance adjustments.

    When Finance marks a PO as billed, it means we have already handled this PO from an internal workflow perspective. If we leave the PO in the Approved tab until all payments are completed, it can create confusion for the team, as it looks like the PO is still pending action.

    Therefore, it would be very helpful if the “Copy to Bill” function could still be available even after a PO has been marked as billed. This would allow us to keep our internal workflow clear while still being able to create the final bill from the original PO when needed.

    Moon Liu supported this idea  ·