New Invoicing | Copy to - Purchase order – Share and support customer ideas for Xero

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.

150 votes

Kylie Shaw shared this idea · 27 February, 2023 · Report… · Admin →

under review ·

AdminKelly Munro (Community Manager, Xero) responded · 24 February, 2025

Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.

Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.

We'll keep you in the know here of any progress or updates for this feature.

Show previous admin responses (4)

under review ·

AdminHannah G (Admin, Xero) responded · 31 January, 2024

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.

under review ·

AdminHannah G (Admin, Xero) responded · 18 December, 2023

submitted ·

AdminHannah G (Admin, Xero) responded · 18 December, 2023

submitted ·

AdminKelly Munro (Community Manager, Xero) responded · 20 April, 2023

Appreciate the pdf’s you’ve shared to aid your ideas here, Kylie. Just as a note we suggest keeping one idea per thread so it’s super clear for others in community to know what they’re supporting, and this also helps when sharing these ideas back with product teams internally.

While not possible to Copy to a Purchase order from within the new invoicing experience, you’ll find you can still do this from the invoice lists – see my example here. ( https://imgur.com/oYC16Oq )

We found usage of this quite minimal overall, so we’d want to see a fair amount of interest from community here before we’d look to add this to new invoicing directly.

In relation to your second idea on Projects and viewing the invoice # from Time entries – Having tested and checking in with our Projects team this is something they’d like to take a deeper dive into, and we’d recommend raising a case with our team of specialists ( https://central.xero.com/s/article/Get-help-from-Xero-Support ) and referring back to your idea here so we can get this looked into a little closer.

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Tony Cantrill commented · 13 February, 2024 01:26 · Report

Please do not remove functionality - copy to purchase order is critical and a big time saver.

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Peter Wardleworth commented · 09 February, 2024 02:23 · Report

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 · 08 February, 2024 17:29 · Report

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 · 05 February, 2024 15:22 · Report

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.

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James Lamb commented · 19 December, 2023 09:03 · Report

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 · 12 May, 2023 19:20 · Report

Xero please keep the functionality of certain things the same. Even if the layout or look changes.

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