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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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    Jo Allnutt commented  · 

    To save time, we need the ability to raise invoices directly against Purchase Orders (POs) that are awaiting approval. Our previous workflow allowed us to copy the unapproved PO directly to the bill/invoice, which then flowed into ApprovalMax. The current requirement to wait for PO approval means we now have to manually track which POs require subsequent invoice entry.

    Jo Allnutt supported this idea  · 
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    Jo Allnutt commented  · 

    Hi Xero Product Team,
    I am also writing to request the reinstatement of two critical features on Purchase Orders (POs) that were recently changed: the "Copy to Bill" button with the "Fully Billed" untick checkbox. Also, the ability to Copy to Bill from a PO in awaiting approval.
    The removal of these features has introduced tedious manual workarounds and broken our integration workflow with ApprovalMax.

    Please consider reverting this change or providing an option to re-enable these features. They are vital for businesses relying on robust, automated approval workflows.