Settings and activity
3 results found
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176 votes
Hi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
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Pierre Lombard
supported this idea
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31 votes
Hey team, just rounding back on this again - Apologies, as I can see that the option of assigning expenses has been offered here as an alternative earlier.
Being open, right now this is not a feature we have any plans for developing and would still recommend billable expenses the best method for the time being. However, appreciating the rational for why you'd still like a direct copy to bill button we'll shift this idea to Gaining Support and continue to gauge traction around this from community.
An error occurred while saving the comment Pierre Lombard
commented
you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
Seem strange that you can select the invoice in the Draft or Awaiting Approval/Payment list and then copy it to a Bill, but not once paid or more logical, when you have opened the invoice as an option in the drop down list where you can copy it to a new invoice (but not a bill). It does not seem like such a difficult feature to add. Might not be relevant to all users, but to some users it would be such an easy and time saving feature???
Pierre Lombard
supported this idea
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66 votes
Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.
While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.
Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.
Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks
An error occurred while saving the comment Pierre Lombard
commented
Seem strange that you can copy an invoice to a bill, but not a bill to an invoice? It does not seem like such a difficult feature to add? Might not be relevant to all users, but to some users it would be such an easy and time saving feature???
Pierre Lombard
supported this idea
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Having an extra column available on the depreciation schedule to show the amount claimed for the investment boos just seem a no brainer??? No need to try and manually look through dozens of assets to see where the investment boost has been claimed or having to export the depreciation schedule to excel (if there was just a y/n column) to work out the value of the investment boost claimed. If it can automatically export to XPM, the information must be easily available in the background and adding a column to the depreciation schedule seems even easier than programming Xero to just be able to upload the total to the IR10 key-point? Also make it easier for managers to check staff's work and to see where the investment boost has been claimed or missed.