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

    Just checking in—are there any updates on this? I'm really looking forward to seeing this feature rolled out!

  • Kate Smith commented  ·   ·  Report

    I would love to see a column option in the Account Transactions or General Ledger report that shows if there is an attachment (similar to how it does on the bank reconciliation screen) so I don't have to open a transaction to see if there is an attachment.

  • Jane Winning commented  ·   ·  Report

    It is essential for accountants to be able to determine if there are any supporting documentation gaps on the system.

  • Fleur Kent commented  ·   ·  Report

    This is a very important addition that needs to be added to Xero. We need to see if clients have attached all the invoices in one easy report rather than having to click into each transaction to view which is very time consuming.

  • Hannah Choi commented  ·   ·  Report

    This would be a game changer! Client won't need to send to us source documents separately.

  • Jo Patterson commented  ·   ·  Report

    Need this function for auditing purposes. Nobody has time to open every credit card transaction to see if there is a missing attachment...

  • Adrian Fleming commented  ·   ·  Report

    Very difficult to prep for an audit without this function.

  • BBB Bookkeeper commented  ·   ·  Report

    Would benefit from this feature to also be able to quickly reference details on the attachments, maybe another report to filter and export the attachment files as per search?

  • Michael Brennan commented  ·   ·  Report

    This feature is really needed to check all transactions have necessary attached docs. Particularly in our case where we are still learning to drive the system. Please add this feature.
    Thanks

  • Berwick Springs Junior Football Club Inc BSJFC commented  ·   ·  Report

    This function is required to be able to double check that all transactions have the supporting paperwork. This is Bills, Invoices, Spend Money, Receive Money etc. Whilst processes can be in place, this does not mean that they are always completed. Please add this feature.

  • Aiko Miyake commented  ·   ·  Report

    This function will save me a lot of time, as I won't have to click on each transaction to search for the attachments!

  • Jenn Driver commented  ·   ·  Report

    I don't think being able to see the attachment within the report is necessary, although cool if they have the icon to be able to see it (like on the sales or bills screens). But the real need for this report is to let clients know what transactions don't have documents attached, including spend money/ receive money, not just invoices and bills.

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