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  1. Creating a Bill from a purchase order

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    20 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, doing some more testing around this I'm going to re-open the idea as I understand some of the feedback that's been raised is related to when the Purchase Order is in a Draft status and wanting the ability to create a Bill from a Purchase order in this state.

    I've reached out to our product team and will round back with more updates here, however it would be really helpful to understand any details of your business flows and processes that require a bill to be created from a purchase order that's in a draft status that I can share back with our team. Thanks!

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    Charmaine de Klerk commented  · 

    Hi Kelly,I manage three companies on Xero that rely heavily on the "Purchase Order to Bill" function. Removing this feature has disrupted our workflow and significantly increased manual data entry for information we have already captured.Our established process flows systematically: we convert an accepted quote into an invoice, copy that invoice to generate a purchase order (PO), and subsequently create a bill directly from the PO. The removal of this feature breaks this critical chain of events. Could you please look into reinstating the ability to create a bill from both draft and approved POs? Both scenarios are vital to our daily operations.

    Charmaine de Klerk supported this idea  ·