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

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    31 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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    Jacquelene Drummond commented  · 

    Raised case CX0015497634. Most of my clients send PO's to files before creating invoice. This is critical.

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    Jacquelene Drummond commented  · 

    This is now very time consuming so not an enhancement with the change but additional step in this process by downloading the attachment to see the contact then having to manually attached rather than display on the left hand side of the screen. Why remove a key feature?

    Jacquelene Drummond supported this idea  ·