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  1. Creating a Bill from a purchase order

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    24 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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    Gennine Deters commented  · 

    I am requesting the urgent reinstatement of the “Copy to Bill” function within draft & awaiting approval purchase orders in Xero. This feature appears to have been removed and replaced with “Copy to Invoice,” however this does not suit our workflow requirements.

    The removal of “Copy to Bill” has significantly disrupted our process, as we rely on this function to convert purchase orders directly into bills. We currently have a backlog of supplier invoices waiting to be processed, and manually recreating these bills is extremely time-consuming and inefficient.

    Our workflow is now effectively broken due to this change. We urgently need the “Copy to Bill” option reinstated so we can continue processing purchase orders as intended.

    Could you please advise why this functionality has been removed, and escalate this matter as urgent for reinstatement as soon as possible?

    Thank you.

    Gennine Deters supported this idea  ·