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

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   41 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, some time on from my last update we'd love to share further developments in this space with you here.

   Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

   For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

   On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you. If you'd be interested in being a part of this research you can find time with our team through the update here.

   I'll be back to confirm once we get our Smart Document capture out to all other regions!

   Hi community, some time on from my last update we'd love to share further developments in this space with you here.

   Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

   For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

   On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.… more

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   Jacquie Blake commented  ·  31 January, 2025  ·  Edit…  ·  delete…

   It is bonkers and totally counter intuitive that Xero has made this impossible with the new invoicing. Please bring this feature back as it is a real pain in the neck to have to figure out a contact prior to importing a file when the name of the contact is on the file!

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   Jacquie Blake supported this idea  ·  31 January, 2025