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  1. New Invoicing - Keep the previous Contact when using Copy

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    43 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

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    Susan Moloney commented  · 

    I have switched back to the old version and am very unhappy at the prospect that this will become compulsory later this year. To be able to copy the contact across is a MUST! Yet another example of actual users not being consulted before changes are rolled out.

    Also, why are we no longer able to attached via xero files? You can now only upload an attachment which is extremely frustrating when you have various users in different locations using the software. Ridiculous!

    Susan Moloney supported this idea  ·