1099 - W9 file attachments
We've lost the ability to see if there are attachments on contacts - it used to be a quick way to see if a PDF W9 was on file. We also used to keep a 1099 file in Xero Files and would link those to the contacts, so we could quickly see if clients had been updated. That was especially helpful when names didn't correspond well (dba's and such). Now the files are hidden in the Files section of the Contacts but their aren't visible from the 1099 management.
2
votes
Gina Palacio
shared this idea
Hi Gina, with our recent update for contacts this should now make the idea you have here possible. With our latest change you can now attach files from the file library to a contact again.