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  1. New Invoicing | Copy to - Purchase order

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    127 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate the continued interest and support this idea receives.

    I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.

    I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.

    I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks

    John S Narayan supported this idea  · 
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    John S Narayan commented  · 

    Re: "New Invoice" - copy to purchase order function not available BUT in prior version was there? But I found its sitting in QUOTE????
    I do not understand when that feature is sitting in Quote - "Copy to PO", when it should be in the INVOICE. Who does a Quote and sends the PO from it? The only time you do a PO is when the customer is ready to purchase, you proceed to do the INVOICE, and then you do COPY TO PO, for your supplier to deliver. Come on, team XERO, put your thinking hat on, to know how a business is run daily. Get this done urgently, so we can start using the New Invoice, it cannot be that hard as this function is already sitting in QUOTE, the wrong place???

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    John S Narayan commented  · 

    If this could be resolved ASAP, please;
    'Copy to Purchase Order' in the classic Invoice set-up is VERY important to how we use Xero, as this maintains the full flow of our ordering from customer to supplier, ensuring no details are lost. We will be glad to switch to the New Invoice system if this feature is in the new invoice urgently. Hope this could be quickly added because from the, "Quote" you can copy to PO, I checked as a test (which is attached), when this should be from the Invoice. THE PROCESS IS DO A QUOTE, ONCE ACCEPTED CONVERT TO AN INVOICE AND THEN COPY TO THE PURCHASE ORDER - WHICH IS HOW WE WERE USING XERO for the last 8 years IN A STREAMLINED PROCESS.