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  1. Documents inbox - Allow attachments to be drag & dropped from New Outlook

    37 votes

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    4 comments  ·  Contacts & documents » Documents  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.

    In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?

    While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.

    Jayne Sly supported this idea  · 

  2. Smart document capture - Ability to assign billable expense

    5 votes

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    3 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂

    Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.

    For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.

    We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.

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    Jayne Sly commented  · 

    Hi Kelly

    Underneath the section where you input details of the expense there needs to be a button (same as in Bills) so you can allocate the expense to a customer.

    Jayne Sly shared this idea  ·