Client may receive a single bill from a supplier for freight, that is either across multiple projects, or multiple stock sales.
Client is unable to get a single invoice per project or stock sale from the supplier, however wants the correct freight costs attributed to the correct project and/or stock sale.
Can currently use an advanced PO for projects, but this is not available on Stock sales.
The client incurs quite large freight costs on stock sales (large products being shipped), and this would simplify. As of now, we will recommend a PO/Receipt to each stock sale, and then delete duplicate supplier bills in Xero – not an optimal workflow.
2 Votes
1 Comments
H
Hydromech Accountsposted
2 days ago
I totally agree with you Cass. We have been hoping for this change for a few years now. Raising anywhere between 10 and 20 new purchase orders because each invoice can relate to several Stock Sales, Stock PO's and Projects, takes me so many unnecessary hours.
Our hope is to have an additional column included on Purchase Order Template, a drop-down box to select SS, Project or PO numbers that the line cost relates to. Fingers crossed.
Can currently use an advanced PO for projects, but this is not available on Stock sales.
The client incurs quite large freight costs on stock sales (large products being shipped), and this would simplify. As of now, we will recommend a PO/Receipt to each stock sale, and then delete duplicate supplier bills in Xero – not an optimal workflow.
2 Votes
1 Comments
Hydromech Accounts posted 2 days ago
I totally agree with you Cass. We have been hoping for this change for a few years now. Raising anywhere between 10 and 20 new purchase orders because each invoice can relate to several Stock Sales, Stock PO's and Projects, takes me so many unnecessary hours.
Our hope is to have an additional column included on Purchase Order Template, a drop-down box to select SS, Project or PO numbers that the line cost relates to. Fingers crossed.
0 Votes
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