New Invoicing | Copy to - Purchase order
When a selecting the new invoicing platform, you lose certain functions.
The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.
Kylie Shaw
shared this idea
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
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Paul Campbell
commented
We have the same "number" for our Quote, then to Invoice, then to Purchase Order, then to Bill. This keeps things 100% aligned and no one is ever confused about where the dollars are going or correlating "oh invoice 100 is matching quote 79 but it is purchase order 172 and bill 63."
Please implement this asap
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Anastasiia Dorodnaia
commented
We use it every time! Our purchase order is aligned with the corresponding invoice, and we track which PO is related to which invoice through the history and notes on the invoice/PO. Please add this functionality; it is absolutely necessary!
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Julie Kopunovich
commented
yes do NOT remove this feature! It's bad enough we have to flick between new/old formats of invoices just to have functionality but we make work orders for subcontractors/drivers off the invoices. It transposes it all straight to POs.
The ridiculously convoluted way of going into the main Invoices menu, find the tab, then copy over is insanity.
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Tony Cantrill
commented
Please do not remove functionality - copy to purchase order is critical and a big time saver.
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Peter Wardleworth
commented
I completely agree with customers comments here. This feature is one of the main reasons I chose Xero over other competitor packages. If this is removed I would imagine Xero would loose a big chunk of customers.
Begs there question - why remove a feature. surely a new design would add features and make the software easier to use.So far I find I have to make more clicks to do the same tasks I did on the classic version which I find weird
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Azim A
commented
wow I dont belive they took off this feature... as this is the one of the main feature that we have been using to track each order and create PO.
also the ITEM code is disappear now.
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Banjo Vogt
commented
Not only do they need to restore copy to purchase orders but need to add in copy to quote as well.
We often get a customer wanting a quote for something that almost mirrors a previous completed job, so being able to copy a previous invoice to a new quote is ideal and skips a bunch of uneccessary steps. -
James Lamb
commented
This is very critical for us. We would like to switch to the new invoicing to take advantage of the benefits automated sales tax but the lack of a copy to a purchase order is stopping us because it hinders/could create errors in our purchase process.
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Evert van Eeden
commented
Xero please keep the functionality of certain things the same. Even if the layout or look changes.