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  1. Purchase order - Include attachments when converting to Bill

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    33 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.

    We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know

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    Teresa Scott commented  · 

    You can add attachments to POs (eg delivery notes) but when you then convert it to a bill, the attachments do not carry over to the invoice, meaning the audit trail is broken and supporting documentation needs to be uploaded twice or the history split in two different locations.

    Teresa Scott supported this idea  ·