Files library - Add a Sales invoice directly from the file library and attach the file
Please reinstate the ability to create a sales invoice directly from the file library and have the file attached. This function was bafflingly removed in 'new' invoicing for sales yet the ability to create all the other types of transactions directly from file library was retained. This is a critical function when dealing with multiple BCIs (buyer created invoices) every month. Often the BCI file name does not include the customer name so requires opening the file in file library as well as creating the new sales invoice since files cannot be attached & viewed within the sales invoice until after specifying the customer contact.
The drop down option to "Add to new" sales invoice is still on the File library screen but does not do anything other than open a new blank sales invoice.
Martin Crocker
shared this idea
Hi Martin
Something sounds off here, as the 'Add to new' function is intended to add the file(s) to the chosen transaction.
If anything like this isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1, and escalate to the Product team if it needs fixing. Thanks!
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Dee Frank
commented
How can Xero charge more but take away functionality that use to exist?