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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.

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Kylie Shaw shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, appreciate the continued interest and support this idea receives.

I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.

I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.

I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks

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  • Peter Morrissey commented  ·   ·  Report

    Our business has customers on annual renewals, making a better system for customers and taking away such a key feature I don't understand. If your making an ever smarter process that is awesome, if not we need the ability to copy quotes and invoices to save time for our admin team. Please bring this feature back

  • Kim Cantrell commented  ·   ·  Report

    Exactly what Melanie said
    This simple feature needs to be completed before the retirement of the Classic Invoicing. This is essential to our business and many others I am sure. To be forced into using a new system that does not include all the previous basic functions is ridiculous and needs to be addressed by Xero ASAP.

  • Melanie Cooper commented  ·   ·  Report

    This simple feature needs to be completed before the retirement of the Classic Invoing. This is essential to our business and many others I am sure. To be forced into using a new system that does not include all the previous basic functions is ridiculous and needs to be addressed by Xero ASAP.

  • Ferenc Nagy commented  ·   ·  Report

    Hello Hanna, a view other bits lined up. Yes your message is now in month 10.
    That very frustratiing message is what i received today, u need to react =>

    Hi Ferenc

    Unfortunately we do not have an exact date that we can provide to you right now.

    As mentioned previously, this feature will be coming after the retirement of classic invoicing.

    For more information, please take a look at the releases page linked below.

    Xero Central article: Xero new invoicing releases

    Kind regards

    Muhammad Husain

    Agent profile pic
    Ferenc Nagy
    Today 3:19 PM

    Hello Muhammad, as u can see a lot of companies wont be able to work without this very basic functionality.

    Is assured that your customers are able to work by using the classic version in the meantime until u have done your homework? I mean u cant switch of the classic as long your customer cant work with the update.

    As well i would not only expect the customer service as a informer but a solution provider. So what is a doable workaround for the meantime for instance. You really treat your excisting custumers as such at the current status of the immplemention.

    Please forward this to your manager in line - wake them up.
    Your very own customers showing you a pain which u could very easy avoided uppon.

    Hi Ferenc

    Unfortunately we do not have an exact date that we can provide to you right now.

    As mentioned previously, this feature will be coming after the retirement of classic invoicing.

    For more information, please take a look at the releases page linked below.

    Xero Central article: Xero new invoicing releases

    Kind regards

    Muhammad Husain

    Agent profile pic
    Ferenc Nagy
    Today 3:19 PM
    Hello Muhammad, as u can see a lot of companies wont be able to work without this very basic functionality.

    Is assured that your customers are able to work by using the classic version in the meantime until u have done your homework? I mean u cant switch of the classic as long your customer cant work with the update.

    As well i would not only expect the customer service as a informer but a solution provider. So what is a doable workaround for the meantime for instance. You really treat your excisting custumers as such at the current status of the immplemention.

    Please forward this to your manager in line - wake them up.
    Your very own customers showing you a pain which u could very easy avoided uppon.

  • Debbie Curtis commented  ·   ·  Report

    Copying to a purchase order from the customer's invoice will help remove the potential for the incorrect stock to be ordered and also will get the order done in a more prompt manner.

  • Jessica Fleming commented  ·   ·  Report

    THIS IS CRITICAL FOR MY BUSINESS.

    XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION.

    Please fix and advise before classic invoicing is up - our business is only using the classic right now.

    Another big that is pretty critical for us is the account and tax rate "popping off" when we save a draft quote or invoice and then being replaced by something we never selected and don't need. This is also huge.

  • Preshna Mungur commented  ·   ·  Report

    How come there is no update since?
    In November we will not be able to use that feature again! And still no update from you!
    We need immediate clarification on the status and expected timeline for resolution!

  • Susannah Phipps commented  ·   ·  Report

    Please can we be able to copy an invoice to a PO - this is essential for our business. Users with invoice only (app[rove and pay) permissions cannot do this at all - I gave adviser access and Ic an do this from the list of invoices as a tick box appears. No one can copy any invoice to a PO as we did before. It is essential for our business!

  • Mark Peterson commented  ·   ·  Report

    Please implement this immediately. It is critical for my business. Please put this feature back in urgently! :)

  • Barry Nakhoul commented  ·   ·  Report

    THIS IS CRITICAL FOR MY BUSINESS

    XERO WILL BE USELESS FOR MY BUSINESS WITHOUT THIS OPTION

  • Ferenc Nagy commented  ·   ·  Report

    without that function we may have to leave xero for good and find an alternative software.

    the lack of communication and the way how xero is handling that implementation to a nearly 100% new system is not customer oriented either. whoever is responsible for that transition..sorry mate not your best job..

  • Peter Allen commented  ·   ·  Report

    Any update on this as it's been 8 months since the last update, being able to copy an invoice to a Purchase Order was available in the old invoicing so to remove it in the new invoicing is a step backwards, especially when you're forcing the switch to the new invoicing before all current features are avaliable.

  • Elena Cortazzo commented  ·   ·  Report

    Hi Kim - thankyou. Unfortunately, for us, this doesn't help us as we have an approval process before we can Approve an invoice - the PO needs to be sent before the invoice is approved to ensure everything can be supplied as ordered before we commit the invoice.

  • Kim Symonds commented  ·   ·  Report

    Hello all. Although it is a pain not having this option in the dropdown as we were used to. There is another way you can copy your Invoice to Purchase Order. Its a few extra steps but it does work.

    1. Once you have Approved your Invoice go to the Awaiting Payments tab.
    2. Click the empty block next to the Invoice you want to Copy to Purchase Order.
    3. Click on the "Copy To" tab
    4. Click on Purchase Order

    See attached for screenshots. Hope this helps until they put it on the Dropdown.

  • Troy Gow commented  ·   ·  Report

    Total Silence from the the Xero team...... Your losing touch with your customer base.

  • Melanie Halleron commented  ·   ·  Report

    we need thisof daily processing for us and why we had to stay on classic up till now. this option is critical as we use it everyday! this is an important part of business going from the sale to the purchase order and then allocating the order to the relevant customer!

  • Elena Cortazzo commented  ·   ·  Report

    I'd request that the retirement of Classic Invoicing be postponed until copy to PO is included.

    Can we have an update of what work is being done to include this critical feature?

  • Ryan Reginelli commented  ·   ·  Report

    I was just informed that this basic function will not be included in new invoicing before the Classic Invoicing is sunset. You stated it was being investigated seven months ago.

  • Nataliia Hrytsai commented  ·   ·  Report

    Our company won't be able to use Xero in the new version if Purchase Orders can’t be created from invoices. Thank you!

  • Barry Nakhoul commented  ·   ·  Report

    I will not be able to use this system in the new version if Purchase Orders can’t be created from invoices

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