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  1. New Invoicing | Copy to - Purchase order

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    107 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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  ·