Settings and activity
3 results found
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682 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Jacquie Lavis
supported this idea
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177 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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6 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jacquie Lavis
shared 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.