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  1. New Invoicing - Ability to return file to library

    11 votes

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

    Hi team, appreciate the feedback we've received on this, here. While I've made sure to share the needs back with our team, I also wanted to highlight how you can make sure you keep a copy of your file in your library for now. 

    If you shift files to a folder when you upload them to Xero, they will remain in the folder once you add them to a new invoice. So, this way you have it both attached to the invoice and available in the files library. 

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    Roger Mears commented  · 

    When using the 'new invoicing' you are unable to remove an attachment and put back into the file library, you can only delete the file. The classic invoicing allowed you to remove and save to library or delete. Much better functionality.

    Roger Mears supported this idea  ·