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

    57 votes

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    28 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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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

    25 votes

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    submitted  ·  12 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  ·