Enter your idea

I tried to use the smart document capture, it still doesn't solve the issue that i have to add both a pdf and excel document to my sales. This was functionality that we used to have that you have taken away/made more time consuming

Hi Kelly,

With all my respect, your reply looks like cheerful blah-blah-blah, that we did not ask for.

Classic Xero allowed to attach a document to BLANK invoice, then open that document and find out the customer's name.

And you answered, "while a contact will be required Xero will do a lot of ...."

Do you see that you did not answer the question?

Please confirm this: new Xero is not able to attach a supporting document to ANY record that requires a contact's name BEFORE a contact name is recorded.

Worse is new purchase order. It does not allow to attach a document even with the contact’s name recorded. It says that we must SAVE the purchase order first. You might facilitate in fixing this error.

We are a financial services business. Most of our invoices are "supplier generated". I get them into the files inbox and can select "add to new invoice" which opens a new invoice form but the file is no longer automatically attached. (I'm pretty sure it used to be.)

I have to then add it manually.

I'd like file automatically added to the invoice created when I select the file in the inbox and select "add to new".

Better yet duplicate the bills inbox functionality to the invoice process.

This workflow is broken and needs fixing.

When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

The fix is straightforward:
Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.

This workflow is broken and needs fixing.

When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

The fix is straightforward:
Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.

@Kelly Munro This broken functionality has now been going on for nearly two years - when will Xero fix it? This is CRITICAL!!

Not a new idea, more returning of a feature that we can no longer use.

We want to email our self billing sales invoices to Xero files, then go into Xero files, select those invoices and add to a sales invoice and its they are there without having to add contact, or saving the invoice and then reopening to add them

How can Xero charge more but take away functionality that use to exist?

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.

1) I go to the FILES area
2) I view an item and select the three vertical dots to choose an action
3) I select "Add to new Sales Invoice"
4) A new (useless new style) Invoice opens....
5) ***WHERE IS MY FILE ATTACHMENT?????????? NOT THERE
**** I LOOK AT THE FILES AND IT STUPIDLY NOTES "Add a contact and save before attaching a file".
**** BUT THE SCREEN HAS CLOSED. THE FILES AREA STUPIDLY CAN NOT OPEN IN A NEW SCREEN, AND I CAN NOT SEE THE ITEM I NEED TO REFER TO!!!!!!!!!!!!!!!!!
*** I NEED THE FILE TO KNOW WHO THE HECK TO MAKE THE INVOICE OUT TO
SERIOUSLY AGAIN XERO?????????????????????????

Folks you need to create a support ticket about the issues. The only way to get any traction on these items now is to flood them with complaints and support tickets.

If they use a ticketing system (such as Zendesk) then it is a benchmark and KPI for them that they cannot ignore.

arghhhhhhhhhhhhhh XERO, WHY IS YET ANOITHER FUNCTION BROKEN???

I select a few items from the FILES area and select create new Sales Invoice - AND NO FILES ARE ATTACHED. GEEZ!!!!!!!!! I NEED TO SEE THESE TO CREAT THE INVOICE!!!!!!!!!!!!!!!!

Agree with all the below - my time invoicing has now increased due to this issue. Being able to create an invoice from the file worked perfectly, now I need to be psychic and no who the customer is before being able to attach and open the file.

the layout is also very large and the more compact layout of the classic worked better, now I'll end up with whiplash just to complete one invoice!

What is this ****?... please see attached file - I've begun an invoice - drop and dragged the paperwork like I've been told is now functional in new invoicing, only to find out I need to choose a contact (which I've already done) and save... why would I want to save it when I've only just started. NEW INVOICING IS ****...

NEW INVOICING - Prefer the Classic!!!

With the new invoicing, it would be good if we can attach sales invoices before we have to add a contact.

We process from files and when we click on Sales Invoice, the new invoice appears but no attachment. You then need to remember who the invoice is for and then you can attach.

Also the date format is awful. I used to be able to process a date 21.02.25. Now I have to do 21/02/25 which is very annoying, as well as having to complete the due date as well.

Why try to fix something that is not broke. Classic invoicing was so much easier. This new one just seems like hard work. Especially when processing large amounts. It is time consuming.

Would be nice to have both options, so customers can choose.

Reduced functionality. Are the people proposing changes people who have never entered an invoice before?

It is bonkers and totally counter intuitive that Xero has made this impossible with the new invoicing. Please bring this feature back as it is a real pain in the neck to have to figure out a contact prior to importing a file when the name of the contact is on the file!

Are we able to have this feature before closing classic invoicing please.

AGREE. THIS IS CRITICAL AND SHOULD BE EASY TO DELIVER BECAUSE IT IS A FEATURE IN CLASSING INVOICING AND IN BILLS. IT SEEMS BIZARRE THIS IS NOT AVAILABLE NOW.

I CREATE NEW INVOICES FROM A PO SENT IN BY COLLEAGUES SO NEED TO ATTACH A FILE FIRST TO DISCOVER THE CUSTOMER NAME AS WELL AS OTHER DETAILS.

Raised case CX0015497634. Most of my clients send PO's to files before creating invoice. This is critical.