Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
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Eliza Staude commented
I would like to be able to see if a Xero data file has had a file uploaded and attached to a transaction. If a column could be added to the Account Transactions Report, to show if a file is linked to a particular transaction, I would not need to view the transaction in detail to see if there is a file attached. For example if a client has entered a bill and uploaded a tax invoice and attached it to the bill, when I run an Account Transaction report, I can see that there is a file attached. I would not need to view the transaction to check this. The other idea is if I could somehow view all uploaded files for a particular period of time regardless of what transaction they are attached to, it would save me time searching for the file.
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Teagan Stone commented
I would like to be able to see if a Xero data file has had a file uploaded and attached to a transaction. If a column could be added to the Account Transactions Report, to show if a file is linked to a particular transaction, I would not need to view the transaction in detail to see if there is a file attached. For example if a client has entered a bill and uploaded a tax invoice and attached it to the bill, when I run an Account Transaction report, I can see that there is a file attached. I would not need to view the transaction to check this. The other idea is if I could somehow view all uploaded files for a particular period of time regardless of what transaction they are attached to, it would save me time searching for the file.
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Matt Rowett commented
This would add significant value for year end accounting prep
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Sarah Delaney commented
I would like to be able to see if a Xero data file has had a file uploaded and attached to a transaction. If a column could be added to the Account Transactions Report, to show if a file is linked to a particular transaction, I would not need to view the transaction in detail to see if there is a file attached. For example if a client has entered a bill and uploaded a tax invoice and attached it to the bill, when I run an Account Transaction report, I can see that there is a file attached. I would not need to view the transaction to check this. The other idea is if I could somehow view all uploaded files for a particular period of time regardless of what transaction they are attached to, it would save me time searching for the file.
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Samantha Westbury commented
Client needs to see a list of spend money expense transactions that are missing the supporting documents attached - like in the bills screen with the icon at the righthand side. suggest a column with similar icon in the account transactions report.
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Courage Adzakloe commented
Its amazing this issue has been raised years ago yet no update regarding it. This will be a useful tool in auditing financials and proper bookkeeping
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Courtney Carswell commented
This is critical for auditing. QBO can do it, Xero - please!
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Neil Wilton commented
I don't believe anyone reads these suggestions.
A pity because many are pure gold. -
Fiona Verginis commented
All you need is another column in Account Transactions - there's already 234 columns to select ha! Also recommend you implement this, or just delete the voting, it's been 2.5 years since this was first suggested...
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Jamie McHugh commented
This would be so useful - if this was possible, it would be easy to treat bank transactions the way you know they should be treated even without backup, but then you would have an easy way to check what transactions need invoices/receipts afterwards. Vital for bookkeepers who need to finalise postings ASAP but may not receive the necessary backup from customers until a later date. Please consider!
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BBB Administration commented
This is such an imperative part of record keeping, I'm surprised to find out there isn't a report that supports this feature for compliance
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Caragh Porter commented
I am trying to prepare for an audit and would like to review my transactions and identify any that do not have supporting documentation so that it can be corrected. Having a report would be hugely beneficial and efficient.
After contacting Xero support and finding out this report does not exist I dread the time I will have to take reviewing each transaction line to ensure supporting documents are attached, to be ready for audit.
I would greatly appreciate this report being created.
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Heating Trade Supplies commented
Hello,
I just wanted to see how many transactions are missing attachments and noticed there is no report available.
I think it's very important assuming that you need proof for every VAT claimed. This kind report will be very useful to track transactions with missing attachments.
Kind regards,
Snezhina -
Libby Fredrickson commented
I’m surprised this isn’t a standard report being that the ATO require receipts to be kept and there is no way to actually track this for clients quickly.
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Fiona McGregor commented
It is hard to believe that this is not available. Having to manually click into every line item is ridiculously slow.
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Kerry Bolton commented
I can't believe this isn't available. So I have to manually click on each transaction to see it the invoices have been attached. This is going to be a huge clean up job and also no easy way to manage this in the future.
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Michelle Irwin commented
This would be a fantastic report for clients who are not great at providing receipts in a regular fashion or for clean-up/takeover jobs.
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Andrew Stevenson commented
Only been around since 2016.......surely this is not a difficult thing to do?
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Russell Davie commented
Having a column in report would make it easier to find what transactions have or have not any files attached. Please make this a reality!
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Carolynne Wintle commented
Please add this function as receipts are required to be kept for taxes and being able to see if they have been attached at a glance would be better than clicking on each individual transaction.