Sales list | Xero Network bulk send - Include PDF attachments
I would like to suggest an improvement to the Xero Network bulk invoice sending functionality.
Currently, when invoices are sent individually via Xero Network from the individual invoice screen, the invoice PDF can be transferred to the receiving organisation and appears under Related Files on the resulting draft bill.
However, when multiple invoices are selected from Sales → Invoices → Awaiting Payment and sent via Xero Network, the PDF is not attached to the resulting draft bill under Related Files. Instead, the PDF is treated as an email attachment/delivery.
I understand that a similar Product Idea has already been completed to allow PDFs to be transferred through Xero Network, but this does not appear to cover the bulk invoice sending workflow.
This functionality would be particularly valuable for businesses processing large volumes of intercompany invoices. For example, we need to send approximately 400 invoices every month. While the Xero Network functionality is extremely useful because the invoices automatically arrive in the other organisation as draft bills, the supporting PDF also needs to be retained under Related Files for audit and supporting-document purposes.
At present, the only way to achieve this is to open and send each invoice individually, which is not practical when processing hundreds of invoices.
Thanks for sharing here, Dean and appreciate you defining the difference in what you're after from what's available at an individual invoice level.
We'll start to gain wider interest from others in this here. While we don't have any immediate plans for developing this capability into the send flow at the list level it's something the teams can consider ass they plan future improvements in this space.
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Paul Muller
commented
This functionality could really assist my companies and save a lot of time!