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1. Bills - Copy to invoice

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   14 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Idea review  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant expense to a customer from the bill, then add that expense onto their invoice when you’re ready to charge them.

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant… more

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   Leanne Aldridge commented  ·  02 February, 2024  ·  Edit…  ·  delete…

   @Anastasiia Dorodnaia, why don't you do the invoice to the customer first, then create the bill from the supplier? In the current Xero invoicing, there is the functionality to do that, so just do it the other way around. Invoice first, copy to bill second.

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   Leanne Aldridge commented  ·  02 February, 2024  ·  Edit…  ·  delete…

   This is absolutely a critical feature for me, why has the "copy to bill" feature been removed. I do 300+ invoices per month, and 250 of them have the need to invoice a customer and then copy to bill from the supplier. Why on earth would you get rid of this, it is absolutely crazy! If it cannot be added, I will have to move to a program that will incorporate this. Please add back in!

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   Leanne Aldridge supported this idea  ·  02 February, 2024