Bills - Option to Copy to a new Draft bill
Ability to copy bills into a new draft bill
Purpose: This would save time having to re-create purchases from scratch
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, thanks for all the engagements over the years. We just want to quickly update this idea to close the loop.
We understand why having a quick way to copy existing bills would help, especially when you’re processing regular supplier invoices or recurring expenses and want to avoid re-entering the same details.
The good news is that this is already available in Xero. You can open an existing bill, select Bill Options in the top right, and choose Copy. This will create a new draft bill with the supplier, line items, amounts, and other details carried across, which you can then update before saving. The Copy button is also available via the bills Quick View window.
As another option, users can also look into Bills Upload. We appreciate all the feedbacks that have been shared here.
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Lynda Weller
commented
Same functionality required for "Spend Money" and "Receive Money". It would save me a load of time every month. Thanks
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Diane White
commented
Yes, I agree. This would be very helpful if we could copy a bill to an invoice, for things like recharges etc.
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Lydia Ryabtseva
commented
It would be great to have smiliar "Copy To" options menu on Bills as there are on Invoices. Bills then coupd be copied to to Purchase Orders (we can copy PO to Bills but not the other way around) or an Invoice to Bill a customer for the purchased items.