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  1. Sales Invoice - Include documents attached to an invoice when sending

    543 votes

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    123 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

    As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

    To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

    A caveat to this is when you are working in incognito mode, or refresh your browser…

    Gareth Baston supported this idea  · 

  2. Billable Expenses - Files to copy through to the Sales Invoice

    241 votes

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    submitted  ·  153 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gareth Baston commented  · 

    Hey Xero,

    How about putting some of Ai technology into sorting this essential action.

    Manually adding then making sure you've added all the expense receipts for each line item is becoming a real pain. 30 mins + per invoice on average for me. Then having to manually count up how many line items it has to correspond with to ensure the correct amount items are added. If one is missing it can takes ages to work out what missing.

    www.quickfile.co.uk cloud software (like your own) offers this option at a crazily low price. come on lets have an update.

    let is know what youre thinking. Even if its we don't plan on doing this for the next 10 years. Or there is not enough interest.

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    Gareth Baston commented  · 

    HI, I've already commented on this, but now with the embracing of Ai surely this can't be too hard to sort out. Some invoices are taking me 30-60 minutes to find the correct expense, download, rename into something that relects what the item is and can be linked to an expense and then reupload upload the files into the invoice. I also have to manually count how many expenses I need to have attached and make sure it all tallies. The ability to do this would literally save me days of admin and much fustration. Please look into his.

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    Gareth Baston commented  · 

    Finding the image of the expense to manually add to each invoice costs me probably 30-60mins per invoice depending on the amount of expense I on charge.

    Gareth Baston supported this idea  ·