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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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    Jenny Mahon commented  · 

    Using new invoicing, Purchase orders dont convert to invoices correctly
    I have always converted my supplier Purchase order to a Bill and also to an Invoice for the client and never had a hassle under the classic invoicing.

    I have moved to new invoicing and now when I copy any Purchase Order to an invoice, it comes up still with the original supplier not client details (acting like a bill) and all the supplier pricing. When I switch to classic and do the same process it copies correctly.
    This needs to be fixed urgently if we are forced to go to new invoicing.

    Jenny Mahon supported this idea  ·