Settings and activity
2 results found
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139 votes
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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Emma Wight-Boycott
commented
Please could we have an update on this? I am starting to look at alternative options to Xero based on this inability to Copy Invoice to Purchase Order, as well as the general clunkiness of the new invoicing.
Emma Wight-Boycott
supported this idea
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48 votes
Hi everyone, to give a bit more detail from our status update a few months ago - The ability to copy to a bill is a feature that the team will be building into the new invoicing experience. They have a few items on their agenda and I want to be open that this is not planned to be delivered until after the sunset of classic invoicing.
For the time being, you'll find you can still copy to a new invoice, quote, purchase order or bill from the invoices list view.
You can get a bit more of an understanding of what's coming from our Xero central page. When there's more news on copy to a bill I'll share this, here.
An error occurred while saving the comment Emma Wight-Boycott
commented
This is becoming hugely frustrating not being able to 'Copy to Purchase Order' from Invoice. This is critical for tracking aspects of my business. The new invoicing is already very annoying with having to make more steps/clicks to do basics.
Please could Xero confirm if this is in the pipeline? If not I will be looking to move to another platform.Emma Wight-Boycott
supported this idea
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This really is critical for my business. Given that there has been no update for a whole year I am now looking at whether Quickbooks can provide this and other aspects for my business.