Creating a Bill from a purchase order
Before the purchase order section was updated, it used to be possible to copy a billed purchase order to a bill - for example when you have only partially billed a PO, or there are several purchase invoices relating to the one PO. Now there is only an option - to create an invoice - which I understand is useful for resellers but what if you're not? Why remove what was a really useful function and replace it with one which is IMO fairly niche?
Ruth Day
shared this idea
Hi team, doing some more testing around this I'm going to re-open the idea as I understand some of the feedback that's been raised is related to when the Purchase Order is in a Draft status and wanting the ability to create a Bill from a Purchase order in this state.
I've reached out to our product team and will round back with more updates here, however it would be really helpful to understand any details of your business flows and processes that require a bill to be created from a purchase order that's in a draft status that I can share back with our team. Thanks!
-
Julia Brown
commented
Agree with the comment, please reinstate the option to copy the purchase order to bill. We use the purchase order system to track items being delivered, not all PO's are delivered in one go. We only mark the PO as billed when we know all items have been delivered, the bill does not arrive at the same time, could take up to a week to receive the copy, so then we use the copy to bill function to raise the bill on our system. This was something that worked really way in our organisation however, now we are unable to track items properly. Also, the users involved in this process all have different levels of access on xero.
-
Andrea Sully
commented
I agree Ruth, this is rediculous and this has only changed in my Xero since end of last week, was working perfectly last week before that. I have annual PO's that I bill from weekly and monthly to save me time, so I use this feature regularly. The new billing of PO's format is already taking me so much longer than it used to, this is just an added pain in the b_tt. Xero, fix your "beautiful" software to make it easier and quicker for us who actually use it please!!
-
Janine Shepherd
commented
We 100% agree with this as well. Please add 'Copy to Bill' to Purchase Orders as the previous version.
-
Hayley Hall
commented
We 100% agree with this - Being able to add multiple Bills to a PO & mark it as Billed when we want to is vital. Please add 'Copy to Bill', like in the previous version.