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  1. Creating a Bill from a purchase order

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    20 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, doing some more testing around this I'm going to re-open the idea as I understand some of the feedback that's been raised is related to when the Purchase Order is in a Draft status and wanting the ability to create a Bill from a Purchase order in this state.

    I've reached out to our product team and will round back with more updates here, however it would be really helpful to understand any details of your business flows and processes that require a bill to be created from a purchase order that's in a draft status that I can share back with our team. Thanks!

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    Julia Brown commented  · 

    Agree with the comment, please reinstate the option to copy the purchase order to bill. We use the purchase order system to track items being delivered, not all PO's are delivered in one go. We only mark the PO as billed when we know all items have been delivered, the bill does not arrive at the same time, could take up to a week to receive the copy, so then we use the copy to bill function to raise the bill on our system. This was something that worked really way in our organisation however, now we are unable to track items properly. Also, the users involved in this process all have different levels of access on xero.