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  1. New Invoicing | Copy to - Purchase order

    177 votes

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    127 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Ian Oakley commented  · 

    If I get an order for several different machined parts, I create a draft invoice. Sometimes that invoice gets copied to up to 4 different suppliers of materials. The reason for copying rather than creating the PO is so we can see the trace in the history of that invoice. I can simply click on the PO in the history to take me to the related supplier PO.
    This is now very tedious with this work around method.
    I was told to put any ideas here to help put 'new' features on Xero. This isn't a new feature, I just want it back to how it was.
    It's bad enough that copying from one invoice to another no longer shows as a trail in the history.

    Ian Oakley supported this idea  · 

  2. Contacts - Different default email addresses for different transactions in Xero

    738 votes

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    271 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

    Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

    While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

    Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

    We do regularly review all ideas here, and your input is vital. We'll…

    Ian Oakley supported this idea  ·