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

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

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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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  ·