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  1. Creating a Bill from a purchase order

    27 votes

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    30 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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    Lorna Matzner commented  · 

    Please can the "Copy to" come back :) POs are being automatically marked as billed, I do not want this option to be automatic. Our manager needs to approve the bills and link the bills to POs but this can no longer be done. I have to go into each PO billed to unmark as billed. We should not be approving bills, these need to be signed off by a manager not automatically approved. Also I have a problem linking 2 PO's to one bill. Another thing when selecting create bill the PO number is not pulled through to the reference tab.

    Lorna Matzner supported this idea  ·