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Reporting: Account Transactions Report - Show Files icon & number attached

Show files icon and number of documents attached within Account Transaction report.

Purpose: To easily search the attached document from the main account transaction report screen.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Yaakov Grant commented  ·   ·  Report

    Yes please!!!

    Can I cheat and add 300 votes to this?

  • Fiona McGregor commented  ·   ·  Report

    It would be extremely helpful if on the transaction report the document icon appears on the right with a quick link to the attached documents. Having to click into each transaction is extremely time consuming when there is a substantial volume of transactions and trying to audit for missing documents - completely agree with this comment from Audrey Nairns.

  • Audrey Nairns commented  ·   ·  Report

    It would be extremely helpful if on the transaction report the document icon appears on the right with a quick link to the attached documents. Having to click into each transaction is extremely time consuming when there is a substantial volume of transactions and trying to audit for missing documents

  • Judy Watson commented  ·   ·  Report

    Being able to see what documents are attached to a transaction in the Transaction/General Ledger report would enable these reports to be used as workpapers and can then easily access the supporting documentation.
    Will also know when there is supporting documentation for a transaction, without having to go into each transaction separately.
    Even better would be to access the document direct from the files icon, as is possible from the Bills to pay and Invoices tabs.

  • Operations Manager commented  ·   ·  Report

    Please add the file icon to the account txn report under the reporting platform. Having to click into each txn to see if there is any attachment is not sustainable when there is a substantial volume of txns and trying to audit for missing documents.

  • Jessie Zhang commented  ·   ·  Report

    That'll be great to see if this function is available.

  • Peter Geh commented  ·   ·  Report

    Get it done. Shocked it's not already there!

  • Sean Birdsell commented  ·   ·  Report

    This would be SO useful to review a month-end and see what paperwork we have/are missing.

  • Jo Rainbird commented  ·   ·  Report

    Totally agree with all comments below, especially the loading of assets.

  • Wendy Brown commented  ·   ·  Report

    I think it would be useful to be able to produce a report to identify any transactions which don't have a document attached.

  • Kim Adams commented  ·   ·  Report

    It would be helpful if when you run a transaction report the document icon appears on the right with a quick link to the attached document/s. When clients don't add any details to a transaction, it would be helpful to see the invoice to identify what the transaction is. This function is available on the VAT return and I think it would be helpful to be on the transaction report too.

  • Sarah Careless commented  ·   ·  Report

    Much like the VAT return report add the attachment link within the account transactions report

  • Jacqui Dexter commented  ·   ·  Report

    Not quite the same request but related...

    If you look at the Account Transactions tab of the bank accounts it's easy to see that a file has been attached to the transaction, which is great. Now we need the same thing, a folder icon, next to each bill/invoice/Spend/Receive on the contact card. It's really irritating having to view each transaction to see if you've attached the paperwork or not. Why is this not already a feature?

  • Tricia Drew commented  ·   ·  Report

    No brainer, it's great on the VAT report but this report is generally run first.

  • Kody Sanbrook commented  ·   ·  Report

    This is such a great idea! Would save so much time and create efficiencies when preparing or reconciling the clients file

  • Bernadette Howard commented  ·   ·  Report

    We ask our clients to attach the purchase invoices for any plant and equipment they buy. They often do this in Xero, but you cannot see that they have included the documents unless you open each transaction. It'd be cool if there was a paperclip icon or similar in the account transactions report to indicate that there is a document attached.

  • TAMIKO BYRD commented  ·   ·  Report

    When clients file claims or have tax audits; we need the receipts in the reports