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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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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Thomas Waterhouse commented
This isn't anything to do with old/new invoices pages, the new invoicing did allow you to drag a file onto any area of the screen before about May 2024, since then you now have to scroll down, and click the attachments box first then drag on to it.
It was a feature in new invoicing that was simply removed. Why??? -
Yazz Bhatti commented
Why has this functionality changed?
Why does Xero try to emulate worse software?
Who exactly is on your focus groups that tests out your software? -
Adam Doodney commented
Dragging files form anywhere in Windows down to the taskbar which brings the Xero web page up and then drop was possible with existing invoicing, why is this not still working with "new invoicing" that I am sure you will force customers to use in the near future. Without this basic capabilities I have not turn it on as it is a must
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Stacey Coath commented
just literally raised this with support its made my job alot longer now with raising invoices as having to click on the drop down and then drop it into the small box where before it was literally just drop into the screen
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Terry-Anne McPhail commented
Ridiculous change! Why make a task take longer? That is not an improvement but a step backwards.
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Joanne B Coker commented
Much more clunky to do in new invoicing
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Karen Marr commented
Big timesaver
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Sally Janes commented
Ridiculous that this has been omitted from the ‘updates’ invoicing. Why fewer features??
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Monique Boseley commented
Drag and drop attachment is so much easier. This feature wasn’t broken so why touch it??
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Yazz Bhatti commented
Sometimes when trying to drag a file over the designated space, the designated space disappears.
It is incredibly frustrating.
How's about moving it back. -
John Williams commented
Makes life so much easier.
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Susan Moloney commented
I really don’t understand why Xero think making this less functional would be an improvement! It was a hugely useful tool in the old invoicing - such a time saver and a big selling point over some of the other software options out there. Please bring it back!
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Joelene Dalli commented
It's really annoying and time wasting. Can you please change it back?
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Tarah Toohey commented
This is driving me insane! So inefficient, especially when it used to work so well.
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Chantal Anstey commented
I agree, this is very tiresome and sends me back to old way of invoicing and uploading files
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Thomas Waterhouse commented
When I did my last invoices at the end of March I could drag an attachment from Windows explorer on to a invoice and it would attach, then click a nice big slider to mark it to attach to the email, and done. One drag and one click.
That has been removed now for some reason, and you have to scroll to the bottom, click on the files button first, then specifically drag into that box and not anywhere on the invoice. And then the tick to include with online invoice is smaller.
Previously I could drag on any part of the whole screen of the invoice without even clicking the files button. Why was it changed? Doesn't seem to be an improvement for anyone doing any other process or for any reason.Ideally too can you please make it so we can default to include with invoice and not have to tick it every time? A simple setting to choose the default to be ticked or not would take a programmer a very short amount of time.
Seems minor but when doing 200 invoices in a row where I have to attach a different PDF to each one (due to your lack feature to include timesheets in a useful way) it is annoying,
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Lynda Fraser commented
I agree that this is critical option to have - I use it all the time in Classic - to send to files and create the invoice from there is time consuming
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Hazel Edwards commented
I Agree this is awful we need just to drag and drop like other areas pleas don't take it away from purchases.
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Hayley Clutterbuck commented
Dragging and dropping on the whole window such a useful feature. Removing it increases my workload in a really minor, but annoying way
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Cassandra Scott commented
Need to mirror the functionality of other areas in Xero where documents are attached - a simple drop and drag into the body of the invoice is needed, not having to open a files option, and then drop and drag. Removing this functionality is retrospective.
While it is easy to say "it is only another click", in high volume environments, this equates to time and friction in the workflow.
The ability to add a file in the most simple way is needed - this was one of the MAJOR selling points of Xero in the beginning - it was innovative, and intuitive to use, and removing it diminishes the experience.