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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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    Condo Cartage commented  · 

    We need to have this working again - adding a file to a new invoice. We invoice from dockets sent to the Xero file, unable to do this without creating a contact first then adding the file....too time consuming when having to find out who the contact is first. Was working perfectly before the upgrade.

    Condo Cartage supported this idea  ·