Settings and activity
11 results found
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48 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment An error occurred while saving the comment 
Sarah Abbott
commented
I agree with all other comments in that being able to copy an invoice to a purchase order is significantly important to our business and if not fixed prior to switching off classic invoicing will cause lengthy delays to our billing process, and something as a business we will not be able to tolerate. Your userbase have been requesting this basic accounting function to be provided ever sine we were first aware it was not being copied over to the new invoicing system so Xero cannot say they have not had enough notice to prioritise its development. If Xero switch the classic invoicing off without providing the development or at least a workaround, we will also need to stop our subscription and find another platform. I have never heard of anything so stupid from a software company's proposed product development, you should be looking to enhance your system with new releases, not restrict basic functionality, whilst increasing subscription fees. A complete joke!
Sarah Abbott
supported this idea
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139 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Sarah Abbott
commented
Completely agree with @Nathan_Cox comment that we will also be unable to use Xero accounting software without the Copy Invoice to purchase order. Even more disgusting is the complete lack of communication from Xero regarding my points raised earlier this month and that of so many other users, what is the point of having the ability to raise these issues if no one from Xero responds to such a critical issue, what sort of a software development company does that to its userbase and treats them with such contempt. I will resort to publishing this issue on all forms of social media if we do not receive any response over the next few days, to warn other potential users to avoid selecting Xero for their accounting software provider, which is such a shame because Ive always been such a strong advocate of the platform.
@Xero @admin you need to respond to this critical issue ASAP!!
An error occurred while saving the comment Sarah Abbott
commented
Your response is lacking critical information as to whether your development to copy Invoices to POs will be completed BEFORE the original invoicing is switched off, otherwise switching the original invoicing off will need to be delayed further until the functionality is developed. This is Xero's problem that this was not included in the new invoicing function so Xero must bear the increased work needed to support the old system by keeping the original invoicing switched on. Otherwise you will risk losing a lot of your userbase. This has been so badly thought out, shame on your development director.
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16 votesSarah Abbott
supported this idea
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148 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Sarah Abbott
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2 votesSarah Abbott
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114 votesSarah Abbott
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104 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Sarah Abbott
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163 votesSarah Abbott
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5 votes
An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
Sarah Abbott
shared this idea
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An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
An error occurred while saving the comment Sarah Abbott
commented
Need functionality for selecting and editing MULTIPLE LINE ENTRIES ON AN INVOICE OR PO/BILL
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4 votesSarah Abbott
shared this idea
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77 votes
Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
Sarah Abbott
supported this idea
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I have added posts to all of @Xero s social media channels asking Xero to respond to their userbase community's comments, because ignoring the comments as Xero have been doing since last year is a complete insult. I urge all Xero users to do the same and also connect with @Xero UK GM on LinkedIn and ask him the same question, if enough of us do it someone has to respond.