Purchase order | Copy to - Navigate to list of bills
When you make invoice from Purchase order through "Copy to" function, invoice(bill) made and showed the windows with only bills which made from the Purchase order seconds ago.
However recently Xero changed their look and it has changed to nothing.
Once you did the same follow-through, it only shows up the purchase order overview of the list you made from purchase order and you have to select Bill section again which shows all the bills not only you just made from the purchase order but also other existing bills. What a wasting time.
It is not an improvement, rather going backward!
Soonam Hwang
shared this idea
Hi Soonam, as an update to the new Bills view you'll find you can now set a 'Default bill page' so each time you navigate to the bills area you should be taken straight to the page you've set as the default. 🙂
-
Soonam Hwang
commented
Previously, there was a link that would take you directly to a page where you could easily make batch payments with the bills generated from a purchase order(PO) after the approval process.
However, the link now redirects to an overview page where you can only view the bills.
To make a batch payment with these bills, an additional step is required; to access the "awaiting payment" page where all unpaid bills, including those generated from the PO, are located.
If there are only one or two additional bills, this is not a major issue.
However, if there are 10 or more unpaid bills in awaiting payment page, it can be time-consuming to manually select the bills generated from the PO for each batch payment.
This could become even more cumbersome if you need to make multiple batch payments.