Settings and activity
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177 votes
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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Kim Symonds
supported this idea
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111 votes
Hi all, as we develop our purchase order and inventory experience our customers feedback has been highly valuable to unpick the painpoints that we can solve for - thank you for your contributions in these forums.
Development for working with negative inventory is well underway and we look forward to updating you again soon with more detaols of how this all works in Xero closer to it's release 😊
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commented
Absolutely critical in my business. We also do not invoice everything out at the same time and therefore any kind of report even would suffice that provides information on what has not been invoiced out PER ACCEPTED QUOTE
Kim Symonds
supported this idea
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75 votesKim Symonds
supported this idea
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332 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Kim Symonds
supported this idea
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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.