New Invoice - Drag & Drop file without clicking 'Attach files'
Change the PDF "Drag & Drop" feature back to how it was for the 'New Invoicing' template.
Why would we want to click on the file box and then drag a file from a folder??
It makes no sense!
Please stop changing things without testing or seeking feedback from people who actually use the program.
Program designers use the program and features differently from how an accounts person does.
An accounts person has hundreds of invoices to complete and learns how to efficiently process large batches of invoices.
Remember, we buy this software to make things easy, not harder.
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Anita Watt commented
Girls I'm with you. We do quite large invoices, so I have to "page down" or "scroll' to get to the bottom of the invoice to click on the attach file button, then start the drag and drop process. Why did it have to change. Previously you just dragged and dropped. It would also be handy to not have to open the invoice. Come on Xero I think you can do better.
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Freya Pieroz commented
It takes 16 tabs to get from adding the recipient (so you can add files) to being able to open the dropdown to let you attach the files. Another one to open the dialog box to attach the files. Another nine to get to the list of files, to highlight and press enter to attach (_this_ step is fine, that's Windows standard, and a minimum of input needed to get the results wanted). Then another four to get to click the tickybox to include with online Invoice (capitalisation as per pop-up). Then _28_ tabs to get to Approve & Send.
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Julie Sutton commented
even more things to click - so many extra clicks and button pushes on new invoicing - all going to add to the time taken to raise invoices.
Why introduce less efficiency - surely a "new" way of working should add to the efficiency not take away from it!
Crazy world!
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Freya Pieroz commented
I keep dragging and dropping the file onto the invoice, and then having to close the tab that opens to view the file. I would like new invoicing to allow drag and drop onto the body of the invoice, just like you can do for bills.
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Julie Sutton commented
NEW INVOICING - Add a file.
In classic invoicing I can drag a file onto the invoice and it will add it to the invoice. In new invoicing it seems I have to save it to the file library then add it from there using the drop down box at the bottom.
So much wasted time - need the drag and drop option back