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

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    40 comments  ·  Invoices & quotes » Invoicing  ·  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.…

    Elissa Bartolo supported this idea  · 
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    Elissa Bartolo commented  · 

    This workflow is broken and needs fixing.

    When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

    That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

    The fix is straightforward:
    Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

    The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.

    An error occurred while saving the comment
    Elissa Bartolo commented  · 

    This workflow is broken and needs fixing.

    When creating a new invoice from the File Library, the selected file does not carry through because a contact hasn’t been assigned yet. As a result, even though the invoice is created from the file, I still have to go back to the File Library, locate the same file again, and manually attach it.

    That defeats the entire purpose of starting the invoice from the file in the first place and adds unnecessary, repetitive steps.

    The fix is straightforward:
    Allow contact selection within the File Library before creating the invoice. A dropdown list with recently used contacts (most recent at the top) would make this fast and practical.

    The expected behaviour is simple. If I start an invoice from a file, both the file and the selected contact should carry through to the invoice automatically.