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  1. New Invoicing | Files - Drag & drop anywhere on the page

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    105 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.

    Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.

    This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.

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    Thomas Waterhouse commented  · 

    This isn't anything to do with old/new invoices pages, the new invoicing did allow you to drag a file onto any area of the screen before about May 2024, since then you now have to scroll down, and click the attachments box first then drag on to it.
    It was a feature in new invoicing that was simply removed. Why???

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    Thomas Waterhouse commented  · 

    When I did my last invoices at the end of March I could drag an attachment from Windows explorer on to a invoice and it would attach, then click a nice big slider to mark it to attach to the email, and done. One drag and one click.
    That has been removed now for some reason, and you have to scroll to the bottom, click on the files button first, then specifically drag into that box and not anywhere on the invoice. And then the tick to include with online invoice is smaller.
    Previously I could drag on any part of the whole screen of the invoice without even clicking the files button. Why was it changed? Doesn't seem to be an improvement for anyone doing any other process or for any reason.

    Ideally too can you please make it so we can default to include with invoice and not have to tick it every time? A simple setting to choose the default to be ticked or not would take a programmer a very short amount of time.

    Seems minor but when doing 200 invoices in a row where I have to attach a different PDF to each one (due to your lack feature to include timesheets in a useful way) it is annoying,

    Thomas Waterhouse supported this idea  ·