Settings and activity
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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
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Jessie Laven
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 Jessie Laven
commented
This would be super helpful. I use the Invoice to Bill option daily, but sometimes forget and enter items as a bill first (then need to enter it all over again as an invoice). It would save time and make sense to be able to copy bill to invoice.
Jessie Laven
supported this idea
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This is a must have. I do fund accounting so for every transfer (invoice) there is a corresponding bill to enter with matching info. It really helps the workflow. Only having to enter the information once and then copying across to a bill is essential.