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!
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Hi team, returning to confirm that the ability to drag & drop files anywhere on the page in new invoicing has now been released to everyone. We hope you find this enhancement helps speed up and make attaching your files more efficient as you invoice.
Just a reminder that you'll need to add a contact to the invoice first, and if you'd like to include files when sending to your customer, select the 'Attach files to email' checkbox once uploaded.
Thank you all for your engagement, votes and staying updated with us through this idea.
We understand some customers workflows mean they would like to attach files before adding contacts and while this isn't something that's available right now, I'd recommend making sure you've joined this idea for any updates.
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Thomas Waterhouse commented
When I did my last invoices at the end of March I could drag an attachment from Windows explorer on to a invoice and it would attach, then click a nice big slider to mark it to attach to the email, and done. One drag and one click.
That has been removed now for some reason, and you have to scroll to the bottom, click on the files button first, then specifically drag into that box and not anywhere on the invoice. And then the tick to include with online invoice is smaller.
Previously I could drag on any part of the whole screen of the invoice without even clicking the files button. Why was it changed? Doesn't seem to be an improvement for anyone doing any other process or for any reason.Ideally too can you please make it so we can default to include with invoice and not have to tick it every time? A simple setting to choose the default to be ticked or not would take a programmer a very short amount of time.
Seems minor but when doing 200 invoices in a row where I have to attach a different PDF to each one (due to your lack feature to include timesheets in a useful way) it is annoying,
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Lynda Fraser commented
I agree that this is critical option to have - I use it all the time in Classic - to send to files and create the invoice from there is time consuming
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Hazel Edwards commented
I Agree this is awful we need just to drag and drop like other areas pleas don't take it away from purchases.
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Hayley Clutterbuck commented
Dragging and dropping on the whole window such a useful feature. Removing it increases my workload in a really minor, but annoying way
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Cassandra Scott commented
Need to mirror the functionality of other areas in Xero where documents are attached - a simple drop and drag into the body of the invoice is needed, not having to open a files option, and then drop and drag. Removing this functionality is retrospective.
While it is easy to say "it is only another click", in high volume environments, this equates to time and friction in the workflow.
The ability to add a file in the most simple way is needed - this was one of the MAJOR selling points of Xero in the beginning - it was innovative, and intuitive to use, and removing it diminishes the experience.
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Claire Parker commented
Agree, it's another step backwards!
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Anita Watt commented
Girls I'm with you. We do quite large invoices, so I have to "page down" or "scroll' to get to the bottom of the invoice to click on the attach file button, then start the drag and drop process. Why did it have to change. Previously you just dragged and dropped. It would also be handy to not have to open the invoice. Come on Xero I think you can do better.
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Freya Pieroz commented
It takes 16 tabs to get from adding the recipient (so you can add files) to being able to open the dropdown to let you attach the files. Another one to open the dialog box to attach the files. Another nine to get to the list of files, to highlight and press enter to attach (_this_ step is fine, that's Windows standard, and a minimum of input needed to get the results wanted). Then another four to get to click the tickybox to include with online Invoice (capitalisation as per pop-up). Then _28_ tabs to get to Approve & Send.
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Julie Sutton commented
even more things to click - so many extra clicks and button pushes on new invoicing - all going to add to the time taken to raise invoices.
Why introduce less efficiency - surely a "new" way of working should add to the efficiency not take away from it!
Crazy world!
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Jared Greenall commented
I found the same, and thought it was a bug (because why would a company remove what is a useful feature)?!
Sent them a message and got this response.
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Elizabeth Mpilias commented
Agree regarding the unnecessary annoyingness of having to scroll to the bottom of the window and open up a small drop area rather than just being able to drop the file straight out of the Chrome downloads and in to the window area. The Chrome downloads recently got moved to the top bar instead of the bottom too.
Making basic tasks take an excessive amount of steps and time is bad business
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Freya Pieroz commented
I keep dragging and dropping the file onto the invoice, and then having to close the tab that opens to view the file. I would like new invoicing to allow drag and drop onto the body of the invoice, just like you can do for bills.
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Julie Sutton commented
NEW INVOICING - Add a file.
In classic invoicing I can drag a file onto the invoice and it will add it to the invoice. In new invoicing it seems I have to save it to the file library then add it from there using the drop down box at the bottom.
So much wasted time - need the drag and drop option back -
Lucy Cole commented
I've just discovered this today, as I have been preferring the classic invoice style which keeps all the old good features. This is a pain point for me as I would usually drag a file from my chrome downloads into the chrome page with an invoice open. Now I have to scroll down to the bottom of the page, open the 'files' section, in order to drag and drop a file in.
This is adding more time to the job, and makes the process a lot less efficient.
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Kris Armstrong commented
Change the PDF "Drag & Drop" feature back to how it was for the 'New Invoicing' template.
Why would we want to click on the file box and then drag a file from a folder??
It makes no sense!
Please stop changing things without testing or seeking feedback from people who actually use the program.
Program designers use the program and features differently from how an accounts person does.
An accounts person has hundreds of invoices to complete and learns how to efficiently process large batches of invoices.
Remember, we buy this software to make things easy, not harder.