New Invoicing - Ability to return file to library
Great that New Invoicing can now add attachments from the Inbox - Yay
BUT, the key functionality of being able to return the file to the inbox when it is removed from the invoice is still missing. Removing an attachment from an invoice DELETES it, Gone. Cannot be recovered.
Tip: ALWAYS Download your attachments before removing them from invoices, regardless of Needing them.
Andrew Syme
shared this idea
Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now.
If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library.
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Roger Mears
commented
When using the 'new invoicing' you are unable to remove an attachment and put back into the file library, you can only delete the file. The classic invoicing allowed you to remove and save to library or delete. Much better functionality.
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Andrew Syme
commented
Hi Kelly,
Thankyou for that useful tip. But the Attach to NEW Invoice DOESN'T WORK from the files or from a folder. The screen goes to the invoice, but it doesn't attach it as there is no contact. Please see product Idea -
Lisa Duggan
commented
I often use the function in classic invoicing when need to split an invoice - it allows me to easily move the attachments around within Xero without going outside of Xero.