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11 results found
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150 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.
An error occurred while saving the comment An error occurred while saving the comment 
Sarah Abbott
commented
@kelly using the process you describe is extremely time consuming because if you have several suppliers to copy across from the invoice you have to keep checking the names and details of the suppliers because they are not visible using this method. This is not an efficient or effective workaround....and your comments that 'there are a few other priority pieces of work that are currently of focus' does not help this situation in any way. This is a critical function that should not have been removed.
An error occurred while saving the comment Sarah Abbott
commented
@kellymunro @everyone after such a diabolical mess why can @xero not keep original invoicing live until this Number 1 issue ie #141 New Invoicing | Copy to - Purchase order is resolved, because it is going to cause an enormous amount of additional manual entry for most of the user base and is just not a viable option for most of your users!
An error occurred while saving the comment Sarah Abbott
commented
@Kellymunro finally a response! That wasn't so hard to respond to your users re this critical issue #141 after so long now was it???
Sarah Abbott
supported this idea
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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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473 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Sarah Abbott
supported this idea
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53 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 Sarah Abbott
commented
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.
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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18 votesSarah Abbott
supported this idea
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154 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
supported this idea
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114 votesSarah Abbott
supported this idea
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105 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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167 votesSarah Abbott
supported this idea
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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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79 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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@leongwang This is @xeros alternative method and was always tghere, however if you have an invoice full of multiple line items with several different suppliers, you have to keep going back to the invoice to know which supplier to copy to, so this is not an efficient workaround, if you have multiple suppliers on one sales invoice as we do.