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  1. Contact - Supplier Account Credit Limits

    156 votes

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    submitted  ·  91 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Thea Williams commented  · 

    this feature is a must for when you are juggling a lot of suppliers with different credit limits, terms and ways to make payments. I currently have to manually check multiple times throughout the month which takes a significant time.

    this feature is available for customers - so why not suppliers?

    with all the new updates - surely you can add this one in Xero? PLEASE!!!!

    Thea Williams supported this idea  · 

  2. New Invoicing | Copy to - Purchase order

    154 votes

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    107 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.

    Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.

    We'll keep you in the know here of any progress or updates for this feature.

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    Thea Williams commented  · 

    Xero needs to bring back the "Copy to" feature that the old invoicing had. We use this feature multiple times per day - where an customer invoice is raised first - once approved / paid by client we then generate a Purchase Order for the items. It was such a great feature to be able to copy the invoice line items over to a Supplier PO and remove the lines not relevant and then send off to the supplier - 30-secs to 1min max step in the ordering process!

    The new invoicing doesn't allow this... WHY????

    It has now added multiple additional steps to what should be such a simple process. I have to have 2 windows open, one open to the customer invoice, one with a new PO generated, then copy and paste the items one by one over, as well as entering the qty, price and tax fields.

    This now adds extra time to my day... will we be compensated? Seems unreasonable our subscription price has increased substantially, yet we have now lost features crucial to our business operations.

    Thea Williams supported this idea  ·