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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Lita Sheppard commented
Strongly agree - There is now an extra step to click "attach files" and then you need to have precise mouse skills to land the file in the small space allowed before it disappears.
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Daniel Collins commented
not sure why this was removed for new invoicing bring back drag and drop anywhere on the screen,
has anyone else that the stupid little box closes if your not fast enough to bring the attachment across and then if you happen to drop into the browser displays the PDF, causing you to have to go back and if you didnt save at that point you loose everything and you have to start again. -
Sarah Jacobs commented
Agreed as this will reduce the amount of additional clicks and scrolling the new invoicing requires over classic invoicing. Please reduce the number of clicks and amount of scrolling
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Jaime Queale commented
When you have tonnes of sales invoices to add, having to click the attach file box first then drag and drop specifically into that box for it to often close before you can drag the file in there is very frustrating and time consuming! Not to mention having to have the customers details in before you can even complete that step. Please change it to be able to drag anywhere at anytime.
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Braeside Bookkeeping Services commented
I don't like the date field. I use different dates and Xero tries to guess what I might use but I still need to get in and use the calander.
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Elissa Reu commented
100% agree. The new invoicing is painful to use. Not at all data entry friendly. Keep existing invoicing and just add new features. Please fix the document drag and drop before reverting to new invoicing.
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Brooke Gowen commented
It's extremely annoying that I can't drag & drop anymore (unless reverting to old invoicing). It's adding more clicks and steps for no reason. Please revert back before retiring the old invoicing (or better yet - keep the old invoicing and add new features rather than taking away useful features for the new invoicing).
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Kristen Vanderpool commented
100% agree; everywhere else in the software you can just drag your backup onto the screen to attach it. But in invoicing we have to scroll to the bottom and then hit an extra box? This is extremely inefficient and tedious.
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Debra Hall commented
I'm really disappointed with the new invoicing in Xero. Who wants to create a pdf to view the tax details. Sorry but thats just wrong. Also the screen isn't showing everything so you have to scroll down to add a document. Please make it more compact and show everything on the one screen for quicker input and creation.
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Cheryl Boddington commented
Very Critical, some days I have to enter huge amounts of invoices.
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Linda Doughty commented
Very critical. I don't want to have to scroll all the way to the bottom of the page of a large invoice & then have to click the down arrow - just to drop a file into an invoice.
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Kris Armstrong commented
New invoicing could do this prior to the update earlier this year. I have used drag and drop on to the invoices in the "New" Layout since 2022. Please revert this feature back; you are making the "New Invoice" feature worse.
Why would you have an attachment method different and slower than the other functions on Xero? e.g. Credit notes, Bills etc. -
Yazz Bhatti commented
As of today I will be reverting back to classic invoicing until Xero get their stuff together and listen to their users. They've increased their fee and listen less. I thought this wasn't a firm just after our money? Hmmm...
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Jim Woolgar commented
The new idea is a retrograde move
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Josh Campbell commented
I still use Classic invoicing due to New Invoicing feeling like a step backwards. Drag and Drop is how most power users work from myself to everyone I've ever seen.
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Jim Morris commented
Yes, drag and drop is the way forward. Dropdowns and clicking buttons to find the file you already have in another window is doing it backwards
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Julia Berry commented
Please retain current drag and drop feature of "old" (ie. works well and no one was complaining) invoicing. Attaching files should be quick and seamless not yet another drop down menu selection to choose from with mouse clicks.
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Yazz Bhatti commented
Just another idea that the higher ups at Xero don't give a toss about and just increase our costs.
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Callum Mallett commented
Haven't yet to shifted to the new invoicing, unlike the new "GST Experience" atleast we have sometime to come to terms with the extra difficulties of this change
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Sybille Grabher commented
Very annoying that drag and drop is not like it used to be. On top of the need to scroll down and click on attaching file, the field disappears while I move the mouse to pick the file. I have to click two or three times on attach file until the field stays open and document can be dropped there.
Entering bills are no problem, just drag and drop wherever and the receipt is attached to entry.