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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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  • 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

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