Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.
There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great to store attached to the account that they relate to.
2
votes
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