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New Invoicing | Files - Drag & drop anywhere on the page

In old invoicing, you can just drag and drop the file into the window and it uploads. In new invoicing, you have to drop it in the box at the bottom of the page. Fair to say this is tedious!

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Robert Delmenico shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

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  • Kristen Sassella commented  ·   ·  Report

    The current drag an drop is faulty - I click on the area so the drag and drop box appears but then as I am grabbing the items to drop them in, the box disappears..

    I then have to dump the attachments, click on the box again and drag and drop... sometimes it disappears again!!

  • Elissa Reu commented  ·   ·  Report

    Hi team Any idea on when this will be resolved. I'm not looking forward to switching over to the new invoicing process. Not having drag and drop will create so much extra work and take a lot more time.
    Appreciate

  • Sandra Gallicchio commented  ·   ·  Report

    Yes please bring this feature back! We need to save time...not create more work even if it's a few extra clicks.

  • Marianne Nair commented  ·   ·  Report

    With the new invoicing, can you please make it that we can click and drag a document straight into the invoice (as we could previously in old version of invoicing). Instead, we have to click on Files then drag across.

  • Accounts IBAS commented  ·   ·  Report

    I'm having a couple of issues in Xero that weren't there before. First, when I create a bill invoice and assign items to a customer, the sales invoice then appears without an account or tax rate, meaning I have to manually check these. Second, with the new layout, I can no longer drag and drop documents directly into the page. I now have to open, attach files, and then ad the invoice. Can you please look into these issues and fix them. It's quite frustrating.

  • Ginette Thraves commented  ·   ·  Report

    Hi

    On the new invoicing when you email the sales invoice the letter does not appear so how do we know its been sent to the client? I had to revert back to the classic invoicing to do this

  • Kirstin Cowden commented  ·   ·  Report

    Any update on when this will be fixed. This is so frustrating and adds so much more time onto processing an invoice when it use to be a 2 second job, adding an attachment, before

  • Claire Parker commented  ·   ·  Report

    Further... when you open the window to attach a file from library it also closes and takes two or three attempts. Please investigate as I think this must be a bug.

  • Erika Feuz commented  ·   ·  Report

    The drag and drop file feature on invoices is critical when using this function every day. Not only is this function no longer available, the window that needs to be opened to drop the files into closes immediately and it takes 2 - 3 attempts to keep it open long enough to drag and drop a file into the box. VERY frustrating. Very surprising that a very standard function in our paperless age is no longer available. Is there an update on time frame to sort this?

  • Roger Lloyd-Thompson commented  ·   ·  Report

    This change is a real downer. Very fiddly to have to open the box and attach. It takes two or three attempts. Why???

  • Kielan Faria commented  ·   ·  Report

    Please add back this functionality! It greatly increased our workflow speeds.

  • Fiona Ryan commented  ·   ·  Report

    Not happy I can't drag a copy of the invoice in,

    Please change back ASAP

  • Nikki Baluyot commented  ·   ·  Report

    Please bring back drag and drop. It's ridiculous that Xero thought that it wouldn't be an issue removing it!?? You'd think "new invoicing" would have all that classic did, plus some. Instead it appears to be taking away things that are very important to the user to make it easier for the programmers for Xero's future plans.

  • Caroline Miles commented  ·   ·  Report

    5. New Invoice screen – it is frustrating now you cannot simply drag across a pdf and drop it anywhere in the screen. Now it only allows an upload once clicking on the icon in the left bottom corner. Time wasting.

  • Caroline Miles commented  ·   ·  Report

    5. New Invoice screen – it is frustrating now you cannot simply drag across a pdf and drop it anywhere in the screen. Now it only allows an upload once clicking on the icon in the left bottom corner. Time wasting.

  • Elsie Violet commented  ·   ·  Report

    I agree!! Drag & Drop may seem like a small issue, but when dealing with attachments to xero transactions all day every day - this is feature is critical!!

    Seeking feedback from users about what works and what doesn't BEFORE going live with forced changes would help alot, as this is now a hinderance to my daily workload....and based on previous requests for change via this voting system, it can take up to 2-3years before we see any action.....and all we're asking for is a feature that you already used to offer!!

  • Platypus Billing commented  ·   ·  Report

    I really don't understand why you call your complaints corner the "product ideas' forum.

    Calling a bird a fish doesn't make it so either.

  • Debra Hall commented  ·   ·  Report

    This is not an improvement request. Its putting back what was. the old invoicing was so much better than the new. What is the purpose of the new version? Why was the old touched?

  • Maritsa Erian commented  ·   ·  Report

    The new box keeps on closing, when moving the mouse away to collect the doc on another screen to drop.
    Please may the "Drag & Drop" function return.
    Very frustrating and time consuming.
    Thank you

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