Sales Invoice - Import with attachments
Import the sales invoices to Xero with the PDFs being attached to the invoice automatically. I understand we can import sales invoices through CSV files but to provide relative documents to customers, we need to attach pdf manually. Would be great if this could be possible. This action can save time and possible error of attaching a wrong pdf.
Accounts Yeotown Inhabit
shared this idea
Appreciate the interest in the idea here. Being open with a lot of work focused on iterating and adding features to new invoicing atm we don't have plans for this in the short-term. We'll continue to track the interest of the idea and if there is any change to share we'll update you here.
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Phil Walker
commented
Support for this idea. The majority of our clients' sales must be imported to remain MTD compliant, but for review and audit purposes, having the invoices attached would be very helpful.
I do acknowledge the problem on how to implement this in an import file though - what would be in the field? A path to a locally stored file would be dangerous and time consuming to enter line by line. A path to a file already stored in Xero Library, maybe? Same issue with naming/linking the file, unless all files were names with the reference number...
I could see it working if documents were given a new, unique reference field (like "AttachReference" or something) when uploaded to Xero Library. Users could be given the option of using the document name as the ref (if the invoice number is used as the document name), or to procedurally add one that increments for each document.
Users would upload invoices in bulk to xero library (for that client if a practice), and choose the relevant option.
Then in the import file there would be a matching new field "AttachReference". If it is the invoice reference then it would just be the same value. If its the autogenerated one, the user just needs to look in Xero Library for the first auto generated number created that month, add that to the first invoice in the import file and autofill down. The key issue with this is to somehow ensure that the invoice order in the import file is the same as the order the autogenerated references are assigned...hmm.
Otherwise if the field is blank, no attachment is added.
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Georgina McCarthy
commented
Agree this would be really helpful
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david raper
commented
i think this is critical to get done as what is the point of bulk importing invoices but not have the function to also bulk upload the PDF of the actual invoices ??
This should have been done way before now.
* Does anyone know of a third party software that can do this ?
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Harvey Jones
commented
This would be a great option. At the moment I am looking at importing 500+ bills and 400+ invoices as a company changes from a Partnership to a Limited company, and will currently need toi import the csv, and then download and upload each pdf manually!!
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Tatiana Ivanova
commented
It is very important to have such a feature in XERO. Because now, after downloading invoices from our CRM system (500 invoices), we have to log into each invoice manually and attach a pdf document. This is a double job and indicates a lack of proper automation. Being a programmer and not just a financier, I can convincingly state that this manipulation is automated quite simply. Hope to have such an option as soon as possible.
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D B
commented
Great idea. Is anyone aware of a third-party solution for this?
Or to import attachments in bulk to existing sales invoices?