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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

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, we've now released the ability to attach a file to a Fixed Asset to all organisations using the new FA's experience. As mentioned in my last update, the 'Attach files' option is found at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.😊

We appreciate there are some Australian businesses using pools that are still on the older Fixed Assets experience and won't have access to the Attach files' feature atm. While we complete work to help move you all to the new experience I've created a new idea. Add your vote to stay updated.

If you'd like to stop using pools this is possible, however it requires you to turn off tax reporting - This does have impact on other aspects of your fixed assets so please read the article and connect with our specialists at Xero Support if you have questions.

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  • Trevor Lowe commented  ·   ·  Report

    Great news. Can add not just invoices - but warranties etc...

  • Chris Curlett commented  ·   ·  Report

    Come on XERO 675 people wanting a new "experience" must indicate how people want to experience the improvement!

    This is wanted so much by so many please expedite its inclusion

  • Peter Stamos commented  ·   ·  Report

    Am I right that we still can't add private use to fixed assets? If not then surely this is a very high priority as it recurs constantly and is in every other software available.

  • Diane Mathers commented  ·   ·  Report

    Thanks for the update. I don't appear to have the new experience on my system in Aus. I have a pool set up, with no assets in it, and apparently no way to delete the pool. How do I sort this out?

  • Adriana Salazar commented  ·   ·  Report

    Xero team,
    These answers are from two years ago. Can someone please provide an update on changes to Fixed Assets that includes the option of attaching support to assets?

    Thanks
    Adriana

  • Amy Chaar commented  ·   ·  Report

    Having documentation attached to a fixed asset is important for easy access and so external accountants can grab the supporting information easily and quickly to ensure all information is correctly entered and various other reason. To have loan documents attached etc. Very important.

  • Sarah Rose commented  ·   ·  Report

    Good that this is now under review - and even more important - we need to be able to dispose of parts of an asset, rather than having to dispose of the whole thing.

  • Zoe Minto commented  ·   ·  Report

    Nope, not for shareholders - to make (my) life easier and with far fewer clicks thus a time saver - didn't know that excel was 'beautiful', but personally love a spreadsheet! :)

  • Paul Howlett commented  ·   ·  Report

    @Zoe Minto - that's a big assumption you're making.

    I'm assuming it won't be better, just different... more "beautiful" but with many more clicks and slower to load than the current system.

    i.e. something that looks pretty for the shareholders, but is objectively worse to use as a paying customer.

  • Zoe Minto commented  ·   ·  Report

    Glad the asset section will be improving.
    Also, could you implement a report section so that each code could be exported into xcel/pdf etc by nominal code and datal selection. Currently the report in csv (difficult to save) comes with far too much info and it means also that I have to used the data tab to sort/delete categories/columns etc and this takes so much time. A report showing the basic accounting detail for each code would be good - thanks

  • Julia Bastin commented  ·   ·  Report

    We have a number of properties in our asset register, so we need the ability to revalue them. At present we have to "sell" the assets and then "purchase them at the new valuation.

  • Bryn Parrott commented  ·   ·  Report

    Attaching a file such as an image or PDF specification and linkage to the original Bill would be great. But please also pay attention that some types of fixed assets comprise a collection of parts bought separately (Such as main item with added accessories), It is undesirable to have all the parts listed separately, because it just ads noise to the Asset Register,
    so the ability to group a number of items together as one fixed asset entry is just as important.

  • Ruby Yus commented  ·   ·  Report

    We should be able to manually attach invoice/supporting document when registering new asset under fixed assets menu.

  • Rachel Rowland commented  ·   ·  Report

    It would be great to be able to add source documents to Fixed Assets at any time, sometimes the original transaction does not flow through.

  • Nicole Beer commented  ·   ·  Report

    We can attach these invoices everywhere else in Xero, so why not in the area that it is most relevant?

  • Nicole Beer commented  ·   ·  Report

    When registering a new fixed asset, it would be great to be able to attach a copy of the purchase invoice inside the registration information so it is "right there"

  • Rebecca Cutler commented  ·   ·  Report

    Currently an attachment only piggy backs a Fixed Asset Transaction to the Asset Register in "Draft" if it is done with the original transaction. If there has been a coding error & the transaction is re-coded to a Fixed Asset account this transaction does not even appear in the Asset Register in "Draft" so this has to be entered manually & there is no option to attach a file.
    We do various projects that are Work In Progress & then capitalised at the completion of the project. Journalling the Total value to Fixed Assets & the same happens with this transaction also.

  • Yazz Bhatti commented  ·   ·  Report

    The 'developers' are tasked to beautify and redo sections of the app that don't need changing. They're clearly not interested in adding features that their customers want.

    I am presently looking for an alternative to Xero, to move away from this horribly limited and poorly supported piece of software.

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