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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.

    James Lamb supported this idea  · 
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    James Lamb commented  · 

    Hannah or Another Admin,

    Can we get an update on the ability to copy an Invoice to Purchase Order?

    Is it still in the works because I haven't seen it on there yet.

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    James Lamb commented  · 

    This is very critical for us. We would like to switch to the new invoicing to take advantage of the benefits automated sales tax but the lack of a copy to a purchase order is stopping us because it hinders/could create errors in our purchase process.