Settings and activity
2 results found
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788 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
Jacquie Lavis
supported this idea
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178 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
An error occurred while saving the comment Jacquie Lavis
supported this idea
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I'd like to request the restoration of a feature that was previously available in Xero — the ability to copy an invoice directly to a Purchase Order.
**The Current Limitation**
At present, when using the 'Copy to' function on an invoice, users are only able to copy it to:
- A draft invoice, or
- A quote
The option to copy to a Purchase Order is no longer available.
**Why This Matters**
There are many common business scenarios where copying an invoice to a purchase order is a logical and time-saving step. For example:
- A customer invoice is raised, and a corresponding purchase order needs to be created for the goods or services being sourced to fulfil it
- Recurring orders where an invoice serves as the basis for a new PO in the next cycle
- Businesses that work from customer-approved invoices before raising supplier purchase orders
Without this functionality, users must manually recreate the purchase order from scratch, re-entering line items, quantities, and descriptions that already exist on the invoice — which is inefficient and introduces unnecessary risk of error.
**The Suggested Improvement**
Simply reinstating 'Purchase Order' as an option within the existing 'Copy to' dropdown on an invoice would restore this workflow. This was previously available and its removal has added unnecessary manual steps for many users.
Thank you for considering this request. It would be a welcome return for those of us who relied on this feature.