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For small businesses: Accounting features

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preview add files directly from the file library

Upload receipts into Invoices directly from photo Library

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Amy Robson shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Amy, just to make sure I understand your idea here completely when you say you want to add files directly to invoices from the library - would this be to existing or a new invoice?

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  • Mark McPartland commented  ·   ·  Report

    Hi @Kelly, perhaps this is referring to the 'issue'; that when adding files that already exist in the library to a transaction or invoie, the UI does not given the option to preview the file, so a user really has no idea what the files are in the library.
    See attached. all the UI shows is a worhtless filename and size and date uploaded. You can see from my example I have 100_+ files, so how the heck can a user know which file (receipt in my case) I need to pick to add.

    Sounds like a simple one to fix for a better UX to me