Settings and activity
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29 votes
Hi team, thanks for all your feedback on this flow here. I've connected with our product team on this and they do appreciate hurdles that have been highlighted in your feedback and are considering how they might solve for these.
It's not on our roadmap just yet, but I'll be sure to come back and share any updates planned for this, here.
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Moon Liu
supported this idea
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When we pay a deposit to a vendor, we usually record it as a prepayment, not as a bill/expense, because the service has not been fully delivered yet and the deposit should not be reflected in the P&L at that stage.
Also, in our process, the purchase order is more like a draft or reference for the final bill. There may still be many changes before the final bill is created, such as quantity, amount, or final balance adjustments.
When Finance marks a PO as billed, it means we have already handled this PO from an internal workflow perspective. If we leave the PO in the Approved tab until all payments are completed, it can create confusion for the team, as it looks like the PO is still pending action.
Therefore, it would be very helpful if the “Copy to Bill” function could still be available even after a PO has been marked as billed. This would allow us to keep our internal workflow clear while still being able to create the final bill from the original PO when needed.