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⭐Description:

In the previous version of Xero, after we clicked Copy PO → Bill, the system would first open the draft bill screen, allowing us to:

review the details

edit the invoice number

adjust line items if needed

and then submit the bill for approval

This workflow was very efficient, especially for businesses handling a high volume of purchase orders.

However, after the recent Xero update, when we use Copy PO → Bill, the system now:

immediately marks the PO as PO – Billed,

automatically creates the draft bill in the background,

and does not open the draft bill screen anymore.

As a result, we must go to the Bills module manually each time to review and edit the draft bill before submitting it — which significantly slows down our process.

For businesses like ours that manage large numbers of POs (up to 50 per day), this creates additional workload and increases the risk of incorrect invoice numbers or unreviewed bill details.

⭐ Proposed Improvement:

Please restore the previous workflow or add an option setting:

“Open draft bill after creating from PO”
OR
“Prompt review screen before marking PO as Billed”

This would allow users to continue reviewing or editing a bill immediately after generating it from a purchase order.

⭐ Business Impact:

Saves significant processing time for high-volume AP teams

Reduces the risk of incorrect invoice numbers

Minimizes manual navigation and clicks

Keeps the workflow consistent and efficient

Improves accuracy and approval turnaround time

⭐ Why this matters:

This feature was extremely helpful for operational efficiency and is widely used in procurement-heavy businesses. Removing it affects daily workflow and creates unnecessary friction.

Restoring this option would greatly improve usability for all Xero users who frequently convert POs into bills.