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3 results found

  1. Documents - Open PDF's in a new tab for printing

    When printing a PDF the file opens in a new tab so it can be printed instead of downloading the file. Xero downloads the PDF to file when the "Print PDF" button is clicked creating file clutter and unnecessary steps to print a PDF. It would be useful if the PDF opened in a new tab and could be printed immediately without downloading the file first like other accounting software does. This will save time and clutter in files.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thank you for your suggestion to have PDFs open in a new tab or preview window for easier printing.

    Currently, as you know, Xero downloads PDFs directly to your device before you can print them. While we’ve looked into opening PDFs in a new tab, there are challenges like browser pop-up blockers and security concerns that make this difficult to support smoothly for everyone.

    At this stage, there are no plans to change the current process. However, your feedback is valued, and you can continue to share your thoughts and support for this idea on our product ideas page.

    🙂

  2. Documents - PDF document preview

    In files, previewing a PDF that has been uploaded or sent to files will not work for many chrome users.

    Upon opening in files, it gives the error "This file can't be previewed with this browser."

    This occurs if the user has google chrome, and has google chrome set to "Download PDFs" instead of "Open PDFs in Chrome."

    Many people have chrome set this way. Other sites have somehow managed to make their PDF preview still work...hopefully Xero can implement this. The current setup makes it very hard to review uploaded files when they are in PDF format, as they…

    11 votes

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    8 comments  ·  Documents  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.

    If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).

    Being upfront this is not behavior that we're looking to change in the near future.

  3. Contract management

    Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/

    10 votes

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    3 comments  ·  Documents  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, coming back to the idea here and considering the lack of support this idea has received since initially started in 2022 we'll soon remove this from the forums.

    We appreciate the needs that have been shared in a feature of this kind however want to be upfront that this isn't something we have any near terms plans for developing within Xero. As noted in previous updates would recommend exploring what's available to accommodate your needs in the Xero app store. Thanks

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