Settings and activity
8 results found
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Mark McPartland
supported this idea
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200 votes
An error occurred while saving the comment An error occurred while saving the comment Mark McPartland
commented
As a Small business user I want to see Expense receipts that are already captured in Expense process included as attachments when those expenses are added to an Invoice
Why:
When invoicing customers and claiming expense costs we need to show them receipts for these expenses
But when creating an invoice using expenses the receipts are not carried across.
(This is the case whether expenses have been assigned to Project or Customer and creating an invoice through the Project module or Invoicing Page)
This results in having to find and reattach all these same files again.
Very time consuming & frustratingA number of people have raised this issue in support requests in the past going back years:
So it has backing
Mark McPartland
supported this idea
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68 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
Mark McPartland
supported this idea
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An error occurred while saving the comment Mark McPartland
commented
Hi @Kelly, perhaps this is referring to the 'issue'; that when adding files that already exist in the library to a transaction or invoie, the UI does not given the option to preview the file, so a user really has no idea what the files are in the library.
See attached. all the UI shows is a worhtless filename and size and date uploaded. You can see from my example I have 100_+ files, so how the heck can a user know which file (receipt in my case) I need to pick to add.Sounds like a simple one to fix for a better UX to me
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11 votes
An error occurred while saving the comment Mark McPartland
commented
Agreed with both. Need to be able to easily delete a file not required, and easiest to do that when looking at file preview, rather than a list of files with often meaningless filenames
Mark McPartland
supported this idea
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2 votes
An error occurred while saving the comment Mark McPartland
commented
Agreed. Deleting files is cumbsome.
The preview screen for files attachments has options to rotate, expand etc and download, but no option to delete. It would be a simple additionMark McPartland
supported this idea
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15 votes
An error occurred while saving the comment Mark McPartland
commented
Agreed. Those that are entering expenses (say through Xero Me app) are primarily focused on capturing the expense, and if using own money, getting reimbursed for it.
Assigning to the right customer or project or one at all depending on the setup is not often a concern or confusing. fact fields are optional makes it more so.At invoice time those responsible for invoicing should be able to pull expenses from where ever they sit and add them as needed
Mark McPartland
supported this idea
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87 votesMark McPartland
supported this idea
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3 votes
An error occurred while saving the comment Mark McPartland
commented
Fully agree, that expense receipts should be able to flow through automatically when customer invoices are created.
PS: should change the name of this feature request to what you want to happen eg 'Xero me receipts added to Invoices' rather than 'Xero me files'
Mark McPartland
supported this idea
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Still waiting. The receipt images/files alrady exist in Xero as are on the Billable Expense that you are assigning to the invoice, so it should not take much for your dev team to bring those same files into the Invoice. Whats the delay Xero?
Instead we need to go find all those same files either outside the system and upload them again, or go to each expense, download files and upload. Such a time waste