Restoration of the ability to copy an invoice directly to a Purchase Order
I'd like to request the restoration of a feature that was previously available in Xero — the ability to copy an invoice directly to a Purchase Order.
The Current Limitation
At present, when using the 'Copy to' function on an invoice, users are only able to copy it to:
- A draft invoice, or
- A quote
The option to copy to a Purchase Order is no longer available.
Why This Matters
There are many common business scenarios where copying an invoice to a purchase order is a logical and time-saving step. For example:
- A customer invoice is raised, and a corresponding purchase order needs to be created for the goods or services being sourced to fulfil it
- Recurring orders where an invoice serves as the basis for a new PO in the next cycle
- Businesses that work from customer-approved invoices before raising supplier purchase orders
Without this functionality, users must manually recreate the purchase order from scratch, re-entering line items, quantities, and descriptions that already exist on the invoice — which is inefficient and introduces unnecessary risk of error.
The Suggested Improvement
Simply reinstating 'Purchase Order' as an option within the existing 'Copy to' dropdown on an invoice would restore this workflow. This was previously available and its removal has added unnecessary manual steps for many users.
Thank you for considering this request. It would be a welcome return for those of us who relied on this feature.
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