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.
-
Nicole Beer commented
We can attach these invoices everywhere else in Xero, so why not in the area that it is most relevant?
-
Nicole Beer commented
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
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
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.
-
Chris Curlett commented
Come on Xero - 600+ people want something done here. Please do something rather than just ignore the users.
If you are not going to help users, then stop the charade of this suggestion site
-
Bella Yang commented
Surprised attachments to assets function is still not created in 2024. What causing the difficulty? I can attach a file to this comment, but not to a FA. Interesting......
-
Quanette van Zyl commented
Please add a function to be able to add attachments to assets when registering them.
-
Thomas Dunser commented
Even in 2024, this functionality would still be highly useful!
-
Gina McElroy commented
Ability to add documents to individual assets in asset register ie purchase docs
-
Rosa Stonehouse commented
It would be really useful if you could upload documents as attachments on the fixed asset register. At the moment, it will only attach an invoice if it has been coded to a fixed asset code. It would be useful if you could manually upload documents such as valuation reports and receipts/invoices that are paid outside of the accounts payable process or invoices that were recoded to asset codes by a manual journal.
-
Rosa Stonehouse commented
It would be really useful if you could upload documents as attachments on the fixed asset register. At the moment, it will only attach an invoice if it has been coded to a fixed asset code. It would be useful if you could manually upload documents such as valuation reports and receipts/invoices that are paid outside of the accounts payable process or invoices that were recoded to asset codes by a manual journal.
-
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?