Settings and activity
12 results found
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8 votes
Tonya Carroll
supported this idea
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180 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Tonya Carroll
supported this idea
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519 votes
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…
Tonya Carroll
supported this idea
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61 votesTonya Carroll
supported this idea
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7 votes
Hi everyone, thanks for sharing and supporting this idea. The file name shown in Xero Files is taken from the name on the attachments. As a workaround these could be renamed before the emails are forwarded to Xero or renamed from within Xero files.
Tonya Carroll
supported this idea
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1,005 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Tonya Carroll
supported this idea
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32 votesTonya Carroll
supported this idea
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12 votes
Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
Tonya Carroll
supported this idea
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27 votesTonya Carroll
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32 votesTonya Carroll
supported this idea
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128 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.
Tonya Carroll
supported this idea
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32 votesTonya Carroll
supported this idea
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