Settings and activity
4 results found
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165 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
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Kim Symonds
supported this idea
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107 votes
Thanks for the on-going support in this idea, everyone. We're pleased to share that work in inventory and purchase orders is moving along well.
As noted in our last update, work for negative inventory is in progress, and our team are looking at how this flow works through to sales invoices for backorders. We'll share more as soon as there's news.
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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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72 votesKim Symonds
supported this idea
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321 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.