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66 votes
Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.
While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.
Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.
Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks
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Lesley Hams
shared this idea
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180 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Lesley Hams
supported this idea
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An error occurred while saving the comment Lesley Hams
commented
Ability to flick a spend item or manually entered bill/invoice payment to a different bank or card. When other users have paid off items using the wrong bank or card, it would be really useful not to have to re-do the entry - simply switch the bank or card designation. Older systems like Sage seemed to manage this....
Don't think I articulated my original point very well, judging by the comments. I'm looking for a reverse 'billable expenses' situation, where each line of an invoice could be assigned to a different bill/contact; not a wholesale 'copy to bill' function - although I appreciate that this is widely used and needs to remain as a priority for many people.