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

    86 votes

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    41 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, some time on from my last update we'd love to share further developments in this space with you here.

    Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

    For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

    On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…

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    Kevin Newman commented  · 

    Totally agree
    This is a massive backward step and very time consuming
    Long live Classic Invoicing

    Kevin Newman supported this idea  · 

  2. Trial Balance - Monthly movement report

    11 votes

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.

    While this isn't something we have plans for atm, I'll update if there is any change around this to share.

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    Kevin Newman commented  · 

    Thanks Kelly - I'm aware of that report but what I'm looking for is the movement each month whereas the report suggested gives YTD.
    I currently use that report, export to Excel and then do a formula to take one months YTD from the preceding one to give me what I want but this is time consuming so hoping for a Xero solution?

    Kevin Newman shared this idea  ·