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  1. New Invoicing | Copy to - Purchase order

    124 votes

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    68 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.

    Monique Boseley supported this idea  · 
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    Monique Boseley commented  · 

    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.

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    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.

  2. New Invoicing | Files - Drag & drop anywhere on the page

    423 votes

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    102 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

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    Monique Boseley commented  · 

    Drag and drop attachment is so much easier. This feature wasn’t broken so why touch it??

    Monique Boseley supported this idea  · 

  3. Invoices - Increase attachment size

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Monique Boseley supported this idea  ·