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  1. Bills - View file attachments on a separate browser tab

    3 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    TLI Admin commented  · 

    Yes great idea, I've just stared using 2 screens and being able to open the bill attachment in the second monitor and actually read what's on it would be much better. Save paper and time!

  2. Workpaper - Allow file attachments to automatically open in a new browser tab or secondary window

    3 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Lisa, thanks for sharing this suggestion. We understand that having attachments automatically open in a new browser tab or separate window could make it easier to work across multiple monitors and compare documents while entering or reviewing transactions.

    I've updated the status of this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, please add your vote.


    TLI Admin supported this idea  · 
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    TLI Admin commented  · 

    Yes great idea, I've just stared using 2 screens and being able to open the bill attachment in the second monitor and actually read what's on it would be much better. Save paper and time!

  3. Invoicing - Include PDF attachment when emailing invoice

    60 votes

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    16 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

    TLI Admin supported this idea  · 
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    TLI Admin commented  · 

    It should be a permanent setting that you un tick if you don't require it. You can't send it to drafts if there's no attachment.
    We should be able to set it at a system level not per invoice.