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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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    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

    7 votes

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    4 comments  ·  For small businesses » Business features  ·  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  ·