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.
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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Preshna Mungur commented
How come there is no further update yet on it? We need to have the feature copy to PO from an invoice!.
Why is this feature available on the quote and not on the actual invoice? Who will use that feature on a quote!!!
We need a solution ASAP! -
John McDonald commented
I use the copy feature from Invoice to PO - all the time . I mainly use it to create a Buyer Created Invoice - BCI.
It would be very time consuming to 'retype' all the info again.
This feature needs to be included in the New Invoice' and the existing invoice system retained until it is..... -
Monique Boseley commented
The 'Copy to Purchase Order' in the classic invoice set-up is imperative to how I use Xero, as it streamlines my ordering from client to supplier, ensuring no details are lost. I cannot switch to new invoicing until this has been implimented.
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John S Narayan commented
Re: "New Invoice" - copy to purchase order function not available BUT in prior version was there? But I found its sitting in QUOTE????
I do not understand when that feature is sitting in Quote - "Copy to PO", when it should be in the INVOICE. Who does a Quote and sends the PO from it? The only time you do a PO is when the customer is ready to purchase, you proceed to do the INVOICE, and then you do COPY TO PO, for your supplier to deliver. Come on, team XERO, put your thinking hat on, to know how a business is run daily. Get this done urgently, so we can start using the New Invoice, it cannot be that hard as this function is already sitting in QUOTE, the wrong place??? -
Mathi Rai commented
It’s ridiculous that Xero developers need to be told to retain this feature. Very disappointing. To create an order from scratch after having been paid on an invoice is prone to errors- copying from invoice is natural.
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John S Narayan commented
If this could be resolved ASAP, please;
'Copy to Purchase Order' in the classic Invoice set-up is VERY important to how we use Xero, as this maintains the full flow of our ordering from customer to supplier, ensuring no details are lost. We will be glad to switch to the New Invoice system if this feature is in the new invoice urgently. Hope this could be quickly added because from the, "Quote" you can copy to PO, I checked as a test (which is attached), when this should be from the Invoice. THE PROCESS IS DO A QUOTE, ONCE ACCEPTED CONVERT TO AN INVOICE AND THEN COPY TO THE PURCHASE ORDER - WHICH IS HOW WE WERE USING XERO for the last 8 years IN A STREAMLINED PROCESS. -
Louise Jones commented
The 'Copy to Purchase Order' in the classic invoice set-up is hugely important to how I use Xero, as it streamlines my ordering from client to supplier, ensuring no details are lost. I would be happy to switch to the New Invoice system if this feature is retained. Thanks!
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Ed Manwaring commented
" 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. "
Not much of an 'idea' really as it already features in classic invoicing! - why are you not including it as a default option? Try working on allowing a negative stock option as well while your at it.
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Preshna Mungur commented
Hello,
Could you please implement the feature from the classic invoicing system that allows copying purchase orders from an invoice and includes a clickable trail? The absence of this feature significantly impacts our workflow and hinders our ability to work efficiently.
Thank you.
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Adam Chalklin commented
Any update on copying purchase orders to invoice?
We will have to move systems if this feature is not sorted.
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Peter Wardleworth commented
Hi Hannah, Would it be possible to give an update on copy from invoice to purchase order developments please. This is Critical to myself and large percentage of your subscribers.
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Jean Marc Zanni commented
1725 ideas... It is amazing that the overall New invoicing topic had to create such a long list of request when it was claimed this would simplify our work...
The most distressing is the fact that on the XERO central dedicated page for the whole project, it clearly state copy invoice to Purchase order, a feature THAT is existing today in the "old world" will not be implemented until AFTER the old world is gone....
I can Imagine, Noah, telling a few creatures, Sorry, we will only build room for you after the flood... What do you think will happen to them... -
James Lamb commented
Hannah or Another Admin,
Can we get an update on the ability to copy an Invoice to Purchase Order?
Is it still in the works because I haven't seen it on there yet.
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June Page commented
We would use this maybe 20 times a day without it we estimate an extra 100 minutes admin time plus there is a much greater risk of mistakes being made. Just switching from SAGE desktop where we use this and it has been a game changer - Please keep!
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Monique Boseley commented
Copy from an Invoice or Quote to a Purchase Order is SO important for our business. I would be completely lost with out it as I would loose the clickable trail in the history of the invoice.
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Daniel Dias commented
Invoice Copy to Purchase Order.
The classic invoicing has the ability to copy from an invoice to a purchase order. The new does not have this option.
It is an important feature when you work with subcontractors or suppliers.It is possible to Copy to > Purchase orders from a quote on the new invoicing but not always you will have a quote prior to have the invoice.
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Fiona Mitchell commented
With the new changes there is no longer the ability to copy a sales invoice to a purchase order. My client is a cattle agent so we create a Sales Invoice to the vendor, Copy to a Purchase Order (less expenses) to the client. With the new invoice layout you can no longer do this. Would you be able to allow this feature again as it now doubles the time to do this task.
Thank you -
Jean Marc Zanni commented
Copy to Purchase order is critical to our work Flow. I will switch platform if not available at least 30days prior to the "retirement" of the old invoicing.
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Jan Wohlstrom commented
To copy an invoice to a PO is critical for syncing the flow. This is available in the old invoicing version and is therefore not a new feature as such. How can you say switch to "Our new version of invoicing is packed with time-saving tools...." when you remove such a critical feature such as the copy to a PO from the Invoice? Shame on you!
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Julia Waghorne commented
I came here to request this option comes over to new invoicing. The Copy To under Invoice Options needs to still have the options: Invoice, Purchase Order, Quote and Bill. The exact same information is required to be copied over in one hit instead of typing it all out again, or opening 2 pages on the browser to copy... paste... copy... paste info from a huge lengthy invoice. I desperately need a customer invoice to be able to be copied to a supplier Purchase Order.