Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
Angela McDonald
shared this idea
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Di Moss
commented
Under contacts, instead of the create draft invoice icon, please go back to having icon to view attached source document. It is really annoying and time consuming to having to go back into Payables and find the invoice to see the original bill or to even see if a bill is attached.
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Becky Dwyer
commented
I agree, this icon is confusing. It would be very useful if we could view the files attached to a bill/invoice from the contact screen.
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Freya Pieroz
commented
In the new contacts view, bills and invoices have an icon on the far right that is a shortcut button for "copy to a new draft". This icon is in the same place and is similar to the icon that indicates files are attached to the bill on the new bills page (files attached is one rectangle, draft a copy is two piled squares).
If I can only have one, I would prefer to have an icon for files attached, since I would want to check the details of an invoice or bill before I copy it, and it's a tedious process to check whether I've attached files to the relevant bill or invoice before I delete the file off my computer. But if the duplicate button is useful to someone, then we should have both.
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Kerri McCarthy
commented
This is extremely critical to an association where attachments need to be provided for the auditor. When transactions are processed direct from bank feeds (ie not processed as an invoice) the attachment is not always available at the time of processing to add then.
So, it's very difficult and extremely time consuming to have to view each transaction to check.
I would appreciated Xero adding this to their programming. -
Louise McG
commented
Contact Account - can you show the attachment icon/and link against each transaction (similar to the vat return summary)
IE - if there is a 'spend money' transaction can there be an icon to show that there is an attachment linked to that transaction?