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!
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
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Sarah Latimer-Jones commented
Do we have an update on when this will be rolled out. Removing the drag and drop function is frustrating and creating an added workload and time to each invoice. Please bring back to be able to drop anywhere on the page.
We have made the leap forward to new invoicing and do not wish to revert back to classic just to change again. Please make this a priority. -
Kaylah Farmer commented
Can we please make attachments easier to upload in new invoicing.
In the classic invoicing you could drag and drop an attachment/file anywhere in the screen and it would upload an include in the invoice.
In new invoicing you have to click on attachments first and you can only drag and drop in the small box at the bottom of the screen. Making it a longer process and more time consuming.
Please change new invoicing so you can drag attachments over with ONE click anywhere in the screen.
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Kathy Skinner commented
This shouldn't be a "working on it" it should have been done from the start. Supposedly there's been over 30 improvements on the new invoicing yet it seems like it's been over 30 useless improvements or downgrades - multiple drop downs to get to what you want, failure with the history side of things, approve & email default is not an improvement either. All the additional scrolling along with everything else that isn't user friendly.
Sorry but new invoicing is not an improvement on the classic. Big fail on Xero's part.
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Nicole Neale commented
Any update on when this will be done?
It is extremely frustrating opening the box to drag files into, going to find the file and then when I go to drag it into the box, it has closed and I have to do it again. I add multiple files to every invoice. This is increasing my workload immensely. -
Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
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Freya Pieroz commented
After a bunch of basic QA-type testing, I've found that the Attach Files box consistently closes when the invoice is autosaved. So if I wait the eternity it takes to save before I open the box then it doesn't close on me.
Takes forever, though. Seriously, today I gave up after waiting 30 seconds, and then it glitched on trying to delete the faux invoice I was using to test!
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Sandra Silk commented
Good news that Classic Invoicing is being extended. The most frustrating thing for us on the new invoicing is that you have to open the Attach Files box to upload and by the time you click on the document to upload the box has closed and you have to start all over again. It needs to be, as others have said, drag and drop to anywhere on the invoice.
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Yazz Bhatti commented
Have you done any further work on this? Or at least ask your developers to test the system before making it live?
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Rachel Tapscott commented
Files will not attach to the invoice the first time you try, it sometimes takes three attempts or requires you to 'Approve' the invoice before it will allow an attachment.
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Gemma Lalor commented
Thank you for extending the classic invoicing to Feb 2025. Please ensure to reinstate .eml files being able to be dragged & dropped to anywhere on the page from downloads. The classic invoicing welcomes .eml files but the new invoicing does not. We must be able to upload authorisation emails with each new invoice. Thank you.
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Toni Thompson commented
Are there any updates on this one?
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Sam Gray commented
Another "efficiency improvement" brought to you by Xero 😅
Xero: AI and machine learning will automate your work so you can shift your focus from compliance to advisory.
Also Xero: we added an extra click that wasn't necessary before.
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Jim Morris commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
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Gemma Lalor commented
Drag & Drop doesn't work straight from downloads to just anywhere on the page and also please reinstate .eml files dragged and/or uploaded. The old invoicing accepts .eml files dragged & dropped (downloaded emails containing payment permission). These 2 issues are essential in my daily role - please reinstate them in the new invoicing before switching off the old invoicing. Thank you.
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Simon Bonelle commented
In the new invoicing screen the feature to attach source documents, usually delivery notes, to the invoice is VERY flaky. Before, I could simply drag the pdf delivery note over to the Xero invoice window and it would attach.
Now I have to click on "Files" to create the small area I have to drag the relevant file into but at least 50% of the time the file drop area disappears before I can drag the file into it. Sometimes it takes 3 or 4 attempts before I can accomplish what is a very simple task and what could be done previously in a fraction of a second. It is more time consuming and VERY annoying.
Can the ability to just drag the file onto the screen be restored for invoicing please? It still works this way in other areas of Xero e.g. bills and purchase orders.
Thank you.
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Hazel Edwards commented
Its been nearly 3 months since Kelly Munro responded can we get an update please.
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Martin Danger commented
Translation of Kelly's message:
"Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices."
means
"Hi, thanks for telling Xero how important this feature is to you.""Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process."
means
"While we didn't realise before, after we removed the ability to drag and drop to attach a file, we now understand that attaching a file the old way was easier""This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here."
means
"it's on our to do list, we don't like making any commitments, we won't give a deadline, we will give you updates." -
Yazz Bhatti commented
Any news on this?
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Lorraine Swan commented
I agree - The current drag an drop is faulty - I click on the Attach Files button so the drag and drop box appears but then as I am grabbing the items to drop them in, the box disappears! I then have to dump the attachments, click on the box again and drag and drop... sometimes it disappears again!! In Classic Invoicing i could just drag and drop the attachment anywhere on the invoice screen. New invoicing is tedious, clunky and faulty.
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Jolani Garner commented
This feature needs to come back, so many changes that are becoming frustrating and time-consuming. the old system was so much better to use.
The upload files button is not even working now so I cannot add any proof of purchases to my my reconciliation.