Settings and activity
2 results found
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127 votes
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.
Monique Boseley
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Monique Boseley
commented
Copy from an Invoice or Quote to a Purchase Order is SO important for our business. I would be completely lost with out it as I would loose the clickable trail in the history of the invoice.
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6 votesMonique Boseley
supported this idea
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The 'Copy to Purchase Order' in the classic invoice set-up is imperative to how I use Xero, as it streamlines my ordering from client to supplier, ensuring no details are lost. I cannot switch to new invoicing until this has been implimented.