Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Anita Nepal commented
This functionality would be more useful when clients are using software other than Xero. There would be no invoice to attach the invoice too. Xero folder is a good idea but would be more useful when attached to FA Register.
Business Support commented
FYI team - one work around is that you can attach a file to the original transaction, and so long as you code the transaction to an asset code from the outset, you can refer back to it using a button that says "see original bill" in the registered asset screen. But if you code to an expense code in the first reconciliation, you never get the option back again. While I entirely support this request, I always try to code anything I suspect to be an asset, as an asset in the first instance, so that I get a draft I can work from. You can always delete if it turns out it's not an asset.
Tanya Cameron commented
At this stage, the only place I have found for this sort of thing is a folder in the files area or adding files under a dummy company of assets and attaching direct under company name
Sarah Verge commented
This is really important to us as we have no way of attaching documentation to fixed assets that existed before we moved to Xero or attaching warranties, photos and instruction manuals.
Jo Russell commented
I'd also like to ask for the ability to either link to documents in the library or attach files directly. As an audited organisation, we need to have supporting documentation for every transaction as part of our processes. Scrapping a zero value asset only results in the automated Xero journal, with no opportunity to attach a file to, say, the receipt of cash as you normally would for a 'sold' asset. I'd like to attach the confirmation from the manager that the asset has been scrapped.
Mark Davis commented
This feature is a must! I purchased a business asset using my personal account, and don't want to link my personal account for a single asset... Much better if I can just upload the receipt to the asset.
Joe Konynenburg commented
This is important and would significantly add to the flexibility of the fixed asset register.
1) As some people have pointed out, there are many variations and scenarios where they might want to file the orginal documentation with other expenses for a "new" asset.
2) People may also record other useful information about assets, including user manuals, service schedule, maintenance etc.
The simplest option would perhaps be adding a document link button to the existing notes field.
Simeon Cooper commented
This function to add documents to created assets is really needed as well as the ability to select numerous transactions to capitalise into the one asset and the ability to add future transactions to the asset for if you add to or improve the asset.
The original transaction option is of no use when you pay numerous payments on large assets; ie deposit & final payments etc. Currently you have to make separate assets for each in order to see all the original transactions which makes no sense and you cant capitalise separate transactions like freight, installation etc that make up the cost of the asset...
Cohen Van Der Linde commented
Attaching a copy of the invoice to the original transaction is fine. But when an asset such as a new Punching machine is capitalised, it is not just the machine that is recognised as an asset but, the freight, training and all other costs associated with bringing the asset to a useable condition. I don't want to create a dozen different assets for all the ancilliary costs. That makes for an unmanageable asset register. I just want to recognise a single asset inclusive of all costs with all ancillary invoices and timesheets attached for audit purposes. Can Xero do this?
Mark Rudd commented
Xero already has the ability to view the original transaction, where a copy of the original bill can be viewed.
Jenny Cameron commented
Please add ability to attach documentation directly to an asset in xero