Topics
- Welcome
- Feature Requests
- Payroll Feature Requests
- Accounting
- Small Business
- Using Xero
- AU Payroll
- UK Payroll
- App Reviews
- NZ Payroll
- Using Xero Connected Apps
- Tell us how we're doing
Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.
You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.
If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.
If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Accounting >
Purchase order reporting
Started by Paul Wilcock - in Accounting
If have recommended a client to Xero but see the need for a report or information which is not currently readily available. The client, a haulage contractor will subcontract work and use the purchase order function to process this. At the end of each calendar month the client will need to know the value of the outstanding purchase orders so that it can accrue for these in their management accounts.
There does not seem to be a report available which will be frustrating for them. I can only think they they will have to scroll down the page and add these up manually which seems silly in a computerised system.
Can anyone offer any advice and does anyone share my frustration with this ?
There does not seem to be a report available which will be frustrating for them. I can only think they they will have to scroll down the page and add these up manually which seems silly in a computerised system.
Can anyone offer any advice and does anyone share my frustration with this ?
60
Replies
Only show the Best and Official
Replies
Official Xero Reply
Hi team - sorry no updates to give here! A lot of work is being done around reports, with the current focus on new Contact Reports, Reporting Dashboard, Report Templates for US & UK, and custom columns for financial reports. Understand that's not what you need here - just wanted to give some background on why we're not doing what you've asked for here.
If plans are made, you'll be the first to know.
If plans are made, you'll be the first to know.
It would be great if there was even just an export to Excel button at the bottom of the page.
Hi everyone, we don’t have anything planned for Purchase Order reports in the near future. We hope to do some work on these reports once we’ve released basic Inventory and Quotes later on.
In the meantime, we’d like to know what PO reports you’d expect to see, so please keep the feedback coming! Sorry I don’t have better news on this.
In the meantime, we’d like to know what PO reports you’d expect to see, so please keep the feedback coming! Sorry I don’t have better news on this.
The information available on screen should be made available on a report which could be exported to Excel so it can be totalled. That is all I require.
Hi All - an order summary would be great - as said above, just the ability to produce the list in excel would be a big bonus - having the account code would also be good.
Is there any Add-On PO systems that can provide that kind of reporting for outstanding POs?
It would be nice to see on screen the balance of a purchase order if there is an amount unbilled.
Yvonne Gibbs
A purchase order system that cannot calculate a new balance from bills posted against it and cannot export reports on existing PO's in the system in to Excel is very frustrating. I love using Xero - but I think that the release of the PO function is probably a bit premature without this basic functionality.
Isis Ashton
If reports can be built in the future to determine the following:
- it would be a great help in regards to accruing cost
- identifying costs to include in cash-flow reporting/budgets
- giving feedback to those who raise the Purchase Orders to follow up with suppliers for invoices
Reports, as a basic should include:
- Purchase Order number
- Account
- Total Value of PO (excl GST)
- Delivery Date
- Reference
- Tracking Code (if applicable)
This detail would then allow accruals to be taken up, and basic cash flow budgets to be updated with PO data
Nice to haves would be:
- Supplier
- Line detail (if more than one line on the PO)
- item numbers & descriptions
- number of units
I agree that the Purchase Order function is good, but it would be great if there were reports to go with it.
- it would be a great help in regards to accruing cost
- identifying costs to include in cash-flow reporting/budgets
- giving feedback to those who raise the Purchase Orders to follow up with suppliers for invoices
Reports, as a basic should include:
- Purchase Order number
- Account
- Total Value of PO (excl GST)
- Delivery Date
- Reference
- Tracking Code (if applicable)
This detail would then allow accruals to be taken up, and basic cash flow budgets to be updated with PO data
Nice to haves would be:
- Supplier
- Line detail (if more than one line on the PO)
- item numbers & descriptions
- number of units
I agree that the Purchase Order function is good, but it would be great if there were reports to go with it.
My client needs this facility as well. I think when the programmers add in any new functionality, they should incorporate reporting in the same release!
I totally agree - my client is using this facility to report payments made to members for benefits (including future payments). However, this task is made impossible with no ability to report on PO's!
My client is an importer of seasonal products and needs visibility of outstanding orders to feed into cashflow forecasting - preferably by currency.
I agree with this thread here, really need a PO function in Xero with features as listed in comments. Minimally the export to Excel would be worthwhile in the short-term. Has anyone found any decent add-ins?
Hey! For those of you wanting to create a PO report that shows upcoming expenses make sure you add your vote here. Jonathan right now there aren't any Add-Ons that provide any additional functionality with Purchase Orders - will update you here when that changes :)
I would encourage all posters to this discussion to take Brittany's advise and hop over to the link and add your vote for PO reporting. This lack of functionality is annoying me no end (if only I had realised before adopting Xero) and the only way Xero will do something about it is if everyone votes for a feature request.
Yvonne Gibbs
I need more report functionality with Purchase Orders. A back orders report/expediting order report is vital for my business needs. This needs to actually show line items & values outstanding from Purchase Orders not yet delivered or partially delivered. We can’t see this at the moment.
Report would need to highlight or provide functionality to monitor:
-Purchase Order number
- Supplier
- Line detail (if more than one line on the PO)
- item numbers & descriptions
- number of units
- Account
- Total Value of item (excl GST)
- Delivery Date
- Reference
- Tracking Code (if applicable)
I agree that the Purchase Order function is good, but it would be great if there were reports to go with it.
Report would need to highlight or provide functionality to monitor:
-Purchase Order number
- Supplier
- Line detail (if more than one line on the PO)
- item numbers & descriptions
- number of units
- Account
- Total Value of item (excl GST)
- Delivery Date
- Reference
- Tracking Code (if applicable)
I agree that the Purchase Order function is good, but it would be great if there were reports to go with it.
Can we get an update on this please, does anyone have a sensible manual solution in the interim?
Also looking for any way to export or summarize outstanding purchase orders...any help?
Hey team. You may be aware that we're currently rolling out a new reporting framework - this means a complete rewrite of available reports. It's a pretty big job, and one we want to get right, so it's taking time. This means that a new report (like a Purchase Order report) will have to wait until the others have had some love. Appreciate your patience here while is being done. In the meantime feel free to add your vote and feedback on this thread too.
I concur, this functionality would be very useful. Failing that the facility to design own reporting with drag & drop ability as with Cognos & Peoplesoft.
Thanks
Thanks
I am wondering when this new reporting will actually be rolled out, I see that this thread is more than a year old now and I still get the "We're improving reporting. Over the coming months we'll be adding new reports for you to use." notification on my Xero reporting dashboard.
Would really like to use the purchase order functionality, but I find a real pain to use at the moment. A couple of things:
1. Need a way to see at a glance, the amount billed to date vs the amount of the purchase order; either in the web interface or in a report.
2. A link back to the purchase order from a bill created from it would be great. I can get back to purchase orders from the history of a bill, but it takes me back to the whole list of purchase orders, which doesn't help when you have hundreds.
Would really like to use the purchase order functionality, but I find a real pain to use at the moment. A couple of things:
1. Need a way to see at a glance, the amount billed to date vs the amount of the purchase order; either in the web interface or in a report.
2. A link back to the purchase order from a bill created from it would be great. I can get back to purchase orders from the history of a bill, but it takes me back to the whole list of purchase orders, which doesn't help when you have hundreds.
Come on Xero pull your fingers out. How hard can it be? All the information we need is there but we cannot use it effectively. It's over a year since the first post on this subject. Its not good enough.
I'm with HSE - All of the information is on the PO summary screen, we just want to extract to Excel. I've got some junior developers that could do this for you today if you want...
A report for PO's is definitely something we need, the sooner this can be developed the better.
Karen Goodwin
Is there any update on this? Finding it totally frustrating I cannot even export the PO list at the very minimum :-/
This is my main frustration with Xero. Having said that you can copy and paste the summary page into excel which is a work around.
I would like to see a proper report for this, very frustrating.
I would like to see a proper report for this, very frustrating.
Hi Clare - I'm interested in your comment about the work around where you copy and past the summary page into excel. How do you do that?! Thank you in advance for your help!
Hi Sally - Very much the same as you would if you were to copy and paste a section in an excel spreadsheet.
I click on Purchase Orders>Approved orders
Which then gives you a list, I then change the list to display 50 items rather than default 25, then using the mouse highlight the list, copy and paste into excel.
Highlight from the beginning of your first PO to the end of the last PO.
I then repeat for the next page.
Hope this helps!
Clare
I click on Purchase Orders>Approved orders
Which then gives you a list, I then change the list to display 50 items rather than default 25, then using the mouse highlight the list, copy and paste into excel.
Highlight from the beginning of your first PO to the end of the last PO.
I then repeat for the next page.
Hope this helps!
Clare
Has there been any progress on this topic. I have a client that needs to have a report on his PO's to manage his cash flow. Would you be able to let us know if this type of report is being put into practice?
Thanks. :)
Thanks. :)
Official Xero Reply
Hi team - sorry no updates to give here! A lot of work is being done around reports, with the current focus on new Contact Reports, Reporting Dashboard, Report Templates for US & UK, and custom columns for financial reports. Understand that's not what you need here - just wanted to give some background on why we're not doing what you've asked for here.
If plans are made, you'll be the first to know.
If plans are made, you'll be the first to know.
Hi Brittany - thanks for the update... when do you think the reports you mention will be released?
Hi All,
Has anyone seen this.... it is a Xero / Excel integration Tool.
http://www.quickwindevelopment.com/addons/excel-integration-tools/
Having the same problem as everyone on this thread, I did some goggling and found it.
I've installed it and it is able to extract the relevant Purchase Order information ! (now the installation was a little tricky.. you need authorisation certificates, and create private/public keys) but I did get it all working.
so good luck to all those who need to extract PO information.
james.
Has anyone seen this.... it is a Xero / Excel integration Tool.
http://www.quickwindevelopment.com/addons/excel-integration-tools/
Having the same problem as everyone on this thread, I did some goggling and found it.
I've installed it and it is able to extract the relevant Purchase Order information ! (now the installation was a little tricky.. you need authorisation certificates, and create private/public keys) but I did get it all working.
so good luck to all those who need to extract PO information.
james.
Please can we have a built in Purchase Order Report ASAP - just started using this facility to ensure that we are being invoiced the same amount that we have been quoted and it would be nice to have a report to check what invoices may still be coming in in the near future - surely this is a basic requirement???
I agree to enable purchase ordering on xero to work correctly a reporting element is required! How can the purchase order department know how much the have ordered with a company, if they have reached their credit allowance, are their any orders outstanding, have they been invoiced. If you can not report this function is extremely limited. I can not understand the difficulty in adding on an extra report. Xero after all is a database and as such we should be able to search on anything placed in any field and report!
Hi, so I just went to do a report on what purchase orders we have sent to one of our suppliers. there is no report ?!?!?! strange. So you have to do an invoice report from that supplier and try to go from there. PLEASE ADD A PO REPORT, a basic requirement for any business, thanks
Xero - your clients have been asking for this for 3 years!!!!
It's obviously important.
Very unprofessional of you.
It's obviously important.
Very unprofessional of you.
I am astounded that I cannot run a report of outstanding purchase orders.
Since migrating to Xero, we are unable to see what the outstanding balance on a PO is, as each bill does not reduce the remaining balance.
So, I thought to myself, I will run a report and perform a manual reconciliation. No report.
Very frustrating and practically useless as a purchase order system.
Since migrating to Xero, we are unable to see what the outstanding balance on a PO is, as each bill does not reduce the remaining balance.
So, I thought to myself, I will run a report and perform a manual reconciliation. No report.
Very frustrating and practically useless as a purchase order system.
Is there going to be a basic purchase order report created for use?
Just knowing what you have committed in purchase orders and what has been invoiced against a purchase order is pretty basic accounting, i cannot locate this through all the searching i have done??
Does it exist?
Just knowing what you have committed in purchase orders and what has been invoiced against a purchase order is pretty basic accounting, i cannot locate this through all the searching i have done??
Does it exist?
Hi Adrian,
We have probably done the same analysis and have reached the same conclusion.
There does not appear to be any reporting whatsoever around purchase orders.
A lot of people are asking for this functionality yet it does not seem to be on any planned development.
Cheers
Geoff
We have probably done the same analysis and have reached the same conclusion.
There does not appear to be any reporting whatsoever around purchase orders.
A lot of people are asking for this functionality yet it does not seem to be on any planned development.
Cheers
Geoff
This could be a deal breaker for me, i need basic accounting functions for cash flow forecasting and part of this is accounting for committed purchase orders.
This is need for forecast costs to add to actual to date so EVA can be done effectively.
Any project related costing without this basic information is not going to end well. Im really surprised this inst a standard report?
This is need for forecast costs to add to actual to date so EVA can be done effectively.
Any project related costing without this basic information is not going to end well. Im really surprised this inst a standard report?
We are thinking about moving away from Xero as there are no purchase order reports available, its such a pain looking for a PO manually if i need to check something !! Xero have no plans to add any purchase order reports, i think we need to start a petition for this BASIC functionality.....
Disappointing that 3 years down the line. A report can not be created. Equally disappointed that Xero have not responded. Pointless having Purchase orders in the package if you cant report on the information entered.
I think they want us all to subscribe to workflow!
I think they want us all to subscribe to workflow!
I wish i had of looked into this prior to starting my business with xero...its an absolute basic part of accounting software and I'm struggling to comprehend its not being given any priority to get sorted ...
XERO???
I believe this issue may need to be elevated through some social media before it gets a response.
XERO???
I believe this issue may need to be elevated through some social media before it gets a response.
Good Idea Adrian.
I certainly would not have chosen to migrate to Xero had I known the most basic of functions around purchase orders was not available.
I certainly would not have chosen to migrate to Xero had I known the most basic of functions around purchase orders was not available.
I agree this is an Important report. Cannot see another option to allow for accrual of works/good order, which may have been received but that have not been invoiced.
It seems sensible for example when preparing a cash flow or forecastto be able to combine actual purchases with committed purchases on purchase orders, whicghh are all coded so there should be no problem.
I also have a client who finds it imperative to run reports at least weekly and monthly to determine their true financial position. This request has been made almost 4 years ago!!!
comon Xero!!!!!....Surely you can add a function to export to a spreadsheet at least!?
I fully agree with this. I would also find a report that includes PO's to be very useful for planning cash flows etc as PO's are a useful source of information on future spend.
Can the existing Payable reports be changed to include PO's as well but with a tick box to include/exclude PO's when running the report.
Or would copying the Payables report but running is against PO's not work as well.
Xero have a lot of clever people and I am sure this is not beyond their talents.
Thanks
Neil
Can the existing Payable reports be changed to include PO's as well but with a tick box to include/exclude PO's when running the report.
Or would copying the Payables report but running is against PO's not work as well.
Xero have a lot of clever people and I am sure this is not beyond their talents.
Thanks
Neil
We really struggle with it! Because we do not have this feature we've been forced to convert all PO's to invoices immediately after placement to be able to report on them - now giving me page after page of AP and having to sift through what is a payable invoice and still a PO.
Loving the additions to the reports lately, but this one has clearly been an issue for many years - time to address it please! :)
Loving the additions to the reports lately, but this one has clearly been an issue for many years - time to address it please! :)
I know it isn't ideal, but you can highlight the list and copy to excel. This is a work around I've been using for some time!
Thanks Clare.
I agree with the majority of these posts. A report for outstanding POs is essential in small business to manage future cash flows.
Any update Xero??
I agree with the majority of these posts. A report for outstanding POs is essential in small business to manage future cash flows.
Any update Xero??
Any update please Xero - Big issue for us currently - Could the approved get added as a separate heading to the "Bills you need to pay" on the dashboard even?
I definitely share your frustration. There are some key and very obvious omissions around purchase ledger statements and purchase ordering that are readily available in other systems and which in the UK we would regard as absolutely basic.
We have decided to stop using the purchase ordering system as it cannot report and we will do something else, but we are only a small organisation.
We have decided to stop using the purchase ordering system as it cannot report and we will do something else, but we are only a small organisation.
Just to add to all the previous comments. Can't believe that this basic request for PO reporting has been left un-resolved by Xero for 3 years. Very poor customer service.
Absolutely. This is a fundamental weakness and there seem to be a number around the purchase order systems including complex manoeuvres even in settling credit notes and accessing supplier histories.
We have stopped using the purchase order system as there is no point if reports are not available.
We have stopped using the purchase order system as there is no point if reports are not available.
As a management Accountant I am so surprised that it isn't possible to run a report on outstanding PO's so I can monitor and also accrue for them. A huge gap in this software and on searching I see it has been asked for repeatedly over the past three years! Of all the enhancements done recently to reports this fundamental one is being overlooked! Definitely time Xero responded to it's clients requests.