Settings and activity
7 results found
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3 votes
Hi Amy, just to make sure I understand your idea here completely when you say you want to add files directly to invoices from the library - would this be to existing or a new invoice?
Mark McPartland
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10 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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181 votes
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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12 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
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69 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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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