Attaching files to purchase order - have to save/approve now
We can no longer attach any files at the creating stage of a purchase order, the PO has to be saved or approved before anything can be attached, then it throws you back to the purchase order listing and you have to go back in to save anything. In the old version, we used to be able to attach files during the initial creation. Please could your developers look at this and fix this.
Maria Lovell
shared this idea
Hi team, rounding back here we understand this is a change in flow from what existed in the older experience however we want to be upfront that we don't have any direct plans to change this behaviour in the short term.
Right now, when you first create a Purchase order you will need to add a contact and click Save before you'll be able to attach any files.
You'll remain on the same screen and can then click the Attach files option to drag & drop or upload files to your purchase order.
We're continuing to keep a pulse on the interest this idea receives and I'll be sure to let you know if there are ay updates.
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ChingTing Goh
commented
Previously, these actions could be completed during the draft stage, which allowed for better review and completeness before submission. With the current process, there is a higher possibility of missing attachments, as well as additional time required to revisit and update the PO after saving.
Overall, this change appears to reduce efficiency and makes the PO creation process less smooth.
Not understand rationale for this change.
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Jade Hoyle
commented
I agree; we use the PO system to raise self-billing invoices, the previous ability to drag and drop attachments while drafting a PO was much better for our workflow. It feels like recent Xero changes (in all areas; files, sales invoices, new dashboard etc) have complicated basic tasks, and now the simplest task is much less efficient.