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Contacts - Attach file to contact from file library

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 →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we've now released the ability to upload files directly from your computer to a contacts record! As noted in our last update, you'll find;

  • The file library uploader option is now back on the Files tab of the Contact overview
  • We display all files (including previously attached ones) allowing you to attach a file to multiple documents (e.g. Contact, Invoices…)
  • We've enabled the ability to add multiple files from file library in one go

Thanks again for all your feedback around this and we appreciate you staying tuned to the idea here. 🙂

Show previous admin responses (2)
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  • Lara Greenway commented  ·   ·  Report

    Ability to attach files to contact records from Xero files as was previously possible (before the August 2023 redesign).

  • 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?

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