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  1. Payroll (NZ & AU) | Timesheet - Show Ordinary Hours & Leave

    12 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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    Jessica Anderson shared this idea  · 

  2. Invoicing | Files - Ability to attach files before adding contact

    68 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

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    Jessica Anderson commented  · 

    Keep it the same as classic invoicing - Go to FILES then select "add to new - Sales invoice". The file then displays on the left hand side so you can input the information from the file and know who you're invoicing.

    You don't always know who the contact is without the 'file' displaying the information on it.

    With New Invoicing, you have to select the contact first and then you can select a file but difficult because it doesn't display on the side for you to know what information to input. Also very difficult when you don't know who the contact is until you see the file.

    Jessica Anderson supported this idea  ·