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Attaching file to contact

Can I also please say, how frustrating it is that you can not now attach a file to a contact from the file library. This is how we have always attached our end of month creditor statements, that are emails to us, we have always forwarded these directly the file library, re name as required and then attach to the contact from the file library when completing the checking process for each creditor. This now will mean that statements can not be forwarded directly from the creditor email but will have to now be saved into a PC desktop file and then attached to each contact from here, creating an additional step in the process and using up extra PC storage space, which was previously avoided.

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Leanne Churchill shared this idea  ·   ·  Report…  ·  Admin →
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  • Jayne Lloyd-Woods commented  ·   ·  Report

    OMG - i have now learnt the function to attach a file from inbox to contact is gone i now have 3 months documents which have been emailed there, to down load, rename, upload, delete... who the f**k thought of this stupid update. Hours of work now incurred. Why have beautiful software when it stops doing what it has been doing with no notice, rather have ugly reliable software....PLEASE PUT THE FUNCTION BACK

  • Freya Pieroz commented  ·   ·  Report

    My clients have set up autoforwarding from their accounts email address to the Xero inbox, to make attaching files to the relevant piece of information much easier. Because we can't attach files to contacts any more, the process has gone to:
    - look in inbox, rename file
    - download file to desktop
    - upload file to contact
    - delete file from desktop
    - archive or delete file from inbox

    Over half these steps are unnecessary, and did not exist before this regressive update.

  • Kirsty Iovino commented  ·   ·  Report

    This is a very frustrating change to your system that we can no longer attach documents to contacts from the file library. Not sure why you would remove this feature ??

  • Hannah Carson commented  ·   ·  Report

    Please don't fix what isn't broken. We use this feature, and it will be a huge shame to lose it.

  • Brian OShannassy commented  ·   ·  Report

    This is such a critical feature that Xero has removed - by doing so, not only are users becoming less efficient, but can also loose documents in future if someone accidently removes the document from the folder as Xero does not keep files that are not uploaded from the Xero library should transactions being removed and redo - please bring this feature back - it is very very important to have this back

  • John OShannassy commented  ·   ·  Report

    This is a very important feature for our business. Its these little things that make you want to look elsewhere for other accounting software.

  • Corneil du Plessis commented  ·   ·  Report

    I think Xero is loosing the plot - they are taking away features that worked so well in the past - I have no idea why they are changing features that worked

  • Lisa Barnett commented  ·   ·  Report

    absolutely - this is so frustrating - I forward emails direct to xero inboxes and then when I work through them I find I have to save as and then go and find them from contacts so I can attach them = so time consuming

  • Rachel Moore commented  ·   ·  Report

    Absolutely agree with this! It's counterproductive to remove this key feature that integrates with xero files. Please reinstate this xero!

  • Tash Christensen commented  ·   ·  Report

    I would also like to add that with the removal of this feature (that enabled us to easily and EFFICIANTLY upload our files from the Xero phone app, on to either our clients' contact, or quotes/invoices) has now slowed down administration production massively. It now takes 3 times as long to upload anything to our files on Xero. This is a feature we use daily, multiple multiple times! So incredibly frustrating that we have now gone backwards - losing time in a busy industry, that we didn't have to begin with. Please Xero, bring this feature back. We desperately need this to save on time, wages and PC storage space. As a paying customer, I am very frustrated that this has happened, without a vote or forewarning.

  • Emma Thomas commented  ·   ·  Report

    We are also finding this very frustrating to add an extra step when it wasn't need before - this update seems to have taken this in the wrong direction?