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12 results found

  1. Xero Files - Attach files to Bank or Nominal Accounts

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Tonya Carroll supported this idea  · 

  2. Projects - Ability to attach Files to a Project

    139 votes

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    34 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Sales Invoice - Include files attached to an invoice when sending

    287 votes

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    submitted  ·  42 comments  ·  For small businesses » Business features  ·  Admin →
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    Tonya Carroll supported this idea  · 

  4. Files - Add a Search option

    26 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tonya Carroll supported this idea  · 

  5. Xero Files - Show email subject in Xero Files

    6 votes

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    0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    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  · 

  6. Payroll | Employees - Upload/attach files in notes section

    823 votes

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    submitted  ·  182 comments  ·  For small businesses » Payroll  ·  Admin →
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    Tonya Carroll supported this idea  · 

  7. Files - Allow file emails without attachments

    25 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tonya Carroll supported this idea  · 

  8. Files - Ability to send documents to cloud storage from Xero Files

    11 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  9. Files - Include attached files when using 'Copy'

    23 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tonya Carroll supported this idea  · 

  10. Xero Files - Ability to restore deleted files

    16 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tonya Carroll supported this idea  · 

  11. Files - Ability to have sub files

    96 votes

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    31 comments  ·  For small businesses  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊

    Tonya Carroll supported this idea  · 

  12. Xero Files - Rename files once they are attached

    27 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Tonya Carroll supported this idea  ·