Bank Reconciliation - Attachment deletion alert when using Remove and Redo
When selecting Remove and Redo for Spend transactions, all attachments are lost.
If the attachments are receipts that were photographed using the Xero app, they are not kept on the Xero app either.
This means that selecting Remove and Redo is the same as throwing the original receipt in the shredder, not just in the bin to potentially be retrieved later.
A pop-up warning asking if you'd like to save the attachments to the File Library before removing and redoing would avoid the loss of the transaction's supporting documentation.
Jo Russell
shared this idea
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Renee Padberg
commented
This is a great idea. I had this idea yesterday when training a client on Xero and had to warn them about removing and redoing things and making sure they get the attachments before. They shouldnt have to. They should just have a pop up with the option to delete the attachment or move it to file library.
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Adrian Jones
commented
I can't believe this doesn't have more votes.
I have just fallen foul of this. With 30+ years' experience in software and database design & development, I can say that this seems unbelievable incompetence to delete user data (most likely prime documents too as highlighted by Jo) without warning. Surely all that is needed is for Xero to move any attached documents back into the file library before removing.