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  1. New Invoicing | Copy to - Purchase order

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    69 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    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.

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    Jordan Travers commented  · 

    Not having the ability to copy to purchase order is a critical process for us as a business.

    Our workflow is Invoice is created to the end user, copy to purchase order and create the bill.

    This therefore prevents anyone from purchasing something without having sold the required product first.

    This is a critical feature of our workflow, and will be looking at alternatives otherwise.

    PLEASE PLEASE review this process.

    Jordan Travers supported this idea  ·