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

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    41 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, some time on from my last update we'd love to share further developments in this space with you here.

    Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

    For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

    On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…

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    Ian Ousey commented  · 

    AGREE. THIS IS CRITICAL AND SHOULD BE EASY TO DELIVER BECAUSE IT IS A FEATURE IN CLASSING INVOICING AND IN BILLS. IT SEEMS BIZARRE THIS IS NOT AVAILABLE NOW.

    I CREATE NEW INVOICES FROM A PO SENT IN BY COLLEAGUES SO NEED TO ATTACH A FILE FIRST TO DISCOVER THE CUSTOMER NAME AS WELL AS OTHER DETAILS.

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    Ian Ousey commented  · 

    New invoicing - attach a file as the first step in creating a new invoice. In classic invoices I can attach a file from the library as a first step. In new invocing I must enter a contact name first, however I need to attach the file as a first step to find out the name of the contact. Please reinstate this feature into new invoicing which is currently available in classic invoices and bills.

    Ian Ousey supported this idea  ·