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.
AdminXero Team
(Admin, Xero)
shared this idea
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Peter Crawley-Boevey
commented
Would be useful to run a report of all reconciled items that do not have a receipt/invoice/etc attached to it. I would run this at the end of each month or quarter to make sure I have copies of all the paperwork attached each transaction. My accountant might even take me out to lunch if I achieved this!!
This is particularly useful for small operators and people working in completely paperless environment. Bookkeepers would run this report and send it back to the client and tell them to find these receipts invoices etc.
Thanks for continuing to make great product even better.
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Joss Soulie-Mansanne
commented
ideally it would be great if the report could show those with / without attachment
or if it were possible to add columns to the XERO View "bills to pay" as ths does show attachment / no attachement but it woul be useful to extra colums