Settings and activity
3 results found
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129 votes
Hi team, we appreciate wanting to hear updates from us here.
Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.
This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.
Melissa Fenwick
supported this idea
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76 votes
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Melissa Fenwick
supported this idea
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Melissa Fenwick
supported this idea
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An error occurred while saving the comment
Melissa Fenwick
commented
Yes! We have this issue where we are dealing with multiple people from the same contact record, but no way of being able to add a contact record first name, last name, email, phone and position etc "sales"
At the moment, we have a group of phone numbers, but no way of inputting which phone number matches to which person within that contact record. This seems like a very basic functionality for this system!
Would be great to have pop up notes when doing a sales invoice to prompt user if that customer has a specific procedure for invoicing