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  1. Bills - Add a second Reference field

    249 votes

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    145 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.

    Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.

    Though we can't commit to development just yet, we’ll keep you updated here of any progression.

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    Carole Bellars commented  · 

    The same fields need to be available on both sales invoices and purchase bills. At present, purchase bills do not include “Reference” and “Invoice” fields, so we are using Tracking Categories as a workaround.

    However, this creates several issues. If Tracking Categories are archived to limit the number of references, they are removed from reports, which prevents meaningful analysis. In addition, references from prior years cannot be easily archived in bulk, and some may still be in use in the current year.

    Overall, this workaround is time-consuming and inefficient.

    Many thanks

    Carole Bellars supported this idea  ·