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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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    Julie Kopunovich commented  · 

    yes do NOT remove this feature! It's bad enough we have to flick between new/old formats of invoices just to have functionality but we make work orders for subcontractors/drivers off the invoices. It transposes it all straight to POs.

    The ridiculously convoluted way of going into the main Invoices menu, find the tab, then copy over is insanity.

    Julie Kopunovich supported this idea  ·