Settings and activity
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442 votes
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.
Simon Bonelle
supported this idea
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23 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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An error occurred while saving the comment Simon Bonelle
commented
This would also be a useful feature for us too; we have a property company and we have to invoice certain bills for disbursements on to the tenant at cost so to be able to copy a long and detailed bill straight to an invoice would be brilliant for us, a real time saver.
In the new invoicing screen the feature to attach source documents, usually delivery notes, to the invoice is VERY flaky. Before, I could simply drag the pdf delivery note over to the Xero invoice window and it would attach.
Now I have to click on "Files" to create the small area I have to drag the relevant file into but at least 50% of the time the file drop area disappears before I can drag the file into it. Sometimes it takes 3 or 4 attempts before I can accomplish what is a very simple task and what could be done previously in a fraction of a second. It is more time consuming and VERY annoying.
Can the ability to just drag the file onto the screen be restored for invoicing please? It still works this way in other areas of Xero e.g. bills and purchase orders.
Thank you.