Settings and activity

1 result found

1. Bills - Copy to invoice

   31 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   14 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Idea review  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant expense to a customer from the bill, then add that expense onto their invoice when you’re ready to charge them.

   Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.

   When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.

   When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.

   So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant… more

   Ken Currie supported this idea  ·  08 January, 2025
   An error occurred while saving the comment
   Ken Currie commented  ·  08 January, 2025  ·  Edit…  ·  delete…

   Copy a bill, convert it into a supply invoice, automatically using our sell price as opposed to the purchase price.
   This was available in the previous software and we; loved it. It is invaluable for accurate invoicing and saves a huge amount of time and ex[pense.
   Please restore this function.

   Save Submitting...