Settings and activity
1 result found
-
24 votes
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!
An error occurred while saving the comment An error occurred while saving the comment 
Cath Fearn
commented
Hi, is there any update on this please ? We have dozens of bills backing up by the day, waiting to be entered onto Xero. Some bills have 10+ lines on them, it is not sensible for us to have to manually type all these in when the information already exists in the purchase order and we used to just copy across to the bill. WHY has this option been removed ?? Surely Xero must be able to see that customers were using the function ?? Please look to reinstate it urgently, or add the new "Create Bill" functionality that exists in approved purchase orders. PLEASE, it is seriously affecting an important part of our purchasing and finance workflow......
An error occurred while saving the comment Cath Fearn
commented
Agreed, i am requesting the URGENT reinstatement of "copy to bill" in a draft purchase order. We also have a specific workflow which is now broken due to the removal of this option. I have got purchase invoices backing up waiting to be put onto xero, and i dont want to have to create them all manually, i want to copy the contents of the PO to a bill. Why has it been removed ? The option "copy to invoice" is there so please reinstate "copy to bill" urgently, thank you
An error occurred while saving the comment Cath Fearn
commented
Over the weekend, Xero have removed the "copy to bill" option from Draft Purchase Orders. The "copy to invoice" option is still there. I logged it as a fault but have been asked to post it as an idea here to get it reinstated.
We pay most of our invoices up front (we purchase clearance IT equipment) so when we receive the supplier invoice/bill, we make the payment and create the bill at the same time. I can no longer do this following Xero's update. It is a major process in our business that has been removed to our detriment. It will significantly increase the time it takes us to create bills if we can't do it from the purchase order, plus it won't link to the purchase order, causing the potential for errors and even more work. I dont understand why it has been removed in this weekend's update and i would really really like to have it reinstated please. Thank youCath Fearn
supported this idea
·
Please, do we have any update on the reinstatement of the "copy to bill" or "create bill" function in draft orders ?? As per previous requests, this is causing a significant disruption to our workflow and we have been struggling on for over a month now and really feel very strongly that we shouldnt be going backwards with our systems !!!!!