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Bills to Pay: Transfer attachments when converting Purchase Order to Bill

When converting a Purchase Order to a bill it would be great if there was a way of transferring any PDFs attached to the PO to the Bill. At the moment you need to remember to do this manually.

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Heather Palmer shared this idea  ·   ·  Report…  ·  Admin →
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  • Faye White commented  ·   ·  Report

    This function would be great. Save so much time

  • Jamie Adams commented  ·   ·  Report

    Just adding my voice to the weight of this - its crazy its not automatic or at least tick box option

  • Sylwia Makaj commented  ·   ·  Report

    Yes please! It's a nightmare to download attachments and upload them to the bill manually...

  • Zahraa Ali commented  ·   ·  Report

    Is this feature available yet? We find the same issue when the PO from Approvalmax is syned to Xero. When that PO is copied as a Bill in Xero, the attachments from the PO doesn't transfer to the bill.

  • Tolu Obisesan commented  ·   ·  Report

    I can see that this question was first asked in 2019, this is 2024 and its not done! This is a really good feature as it connects the PO to the billing system. Most times, the invoice is attached to the PO. It is very time consuming to have to download the attachment from the PO ad reattach it to the bill.

  • Jan Fitzgerald commented  ·   ·  Report

    Could this feature please be added, ie when a sales invoice is converted from a quote - documents attached to quote would automatically be added to the invoice. Same with purchase order. Documents attached to purchase order would automatically come across when purchase order converts to Bill. Hope this feature gets added soon!

  • Maria Li Volti commented  ·   ·  Report

    Our Project Managers/Employees use purchase orders everyday for materials on job sites and attach invoices, so our accounts department can convert to bill and pay immediately. Therefore it would save our accounts time with downloading invoice and attaching to bill. If there is the possibility of invoice being copied over when PO is converted to Bill.

  • Vannerd Sowden commented  ·   ·  Report

    When marking a purchase order as billed, you get the option to copy the P.O to an bill, it would save a lot of time if it there is the option to copy the attachments along or at least see it in the newly created bill.

  • Janna Ashton commented  ·   ·  Report

    A few clients have been getting very frustrated that this isn't an option yet, its time wasted on what feels like a duplicate process. Would love to see this feature in the future too

  • Candice Cotton commented  ·   ·  Report

    Currently any supporting documents attached to a purchase order are not transferred to the Bill when the PO is marked for Billing. The documents have to be re-attached. It would be very handy if the Bill could be created with the transfer of these supporting documents.

  • Heather Palmer commented  ·   ·  Report

    The transfer of PDFs from a PO to a bill would fully streamline the process in Xero