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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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    Christine Bending commented  · 

    Totally agree I need to be able to see the attachment first so I can see the customer name to create the invoice

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    Christine Bending commented  · 

    Hi with the classic invoicing my attachment would automatically appear on a split screen now you have to enter the customer account name first . As all my information to create the invoice is on my attachment I now have to manually write down or print off details from the attachment so I know who the customer is . I also agree with other comments that you need to do more clicks for callender and approve buttons etc so in all it is taking me more than double the time it used to take

    Christine Bending supported this idea  ·