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  1. Invoicing | Files - Ability to attach files before adding contact

    68 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

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    Holly Gilbert commented  · 

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

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    Holly Gilbert commented  · 

    Being able to see the file after choosing it from Files then adding it to a new invoice is critical. Having to open the file in a new window and moving it around the screen so I can see to input information into the invoice seems like a step backwards to me. Please fix this so the preview panel is on the left like the old invoicing system. It makes for a much more seamless system.

    Holly Gilbert supported this idea  · 

  2. New invoicing - View in files library when uploading and option to return to library

    27 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Holly Gilbert commented  · 

    In the old version of invoicing you are able to add an invoice straight from the file library and preview the file for which you are creating the invoice. In new invoicing the feature has been removed which adds complexity into a workflow. It seems strange to remove this feature. Please put this back into new invoicing.

    Holly Gilbert supported this idea  ·