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.
Neil Barnes
shared this idea
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Melissa Smith
commented
Attach a bank statement. It would be great if we could drag and drop a copy of the bank statement onto the screen when we are done reconciling the bank. At month end it would be great to prove that it is indeed balanced when reviewers are looking at it. If we could add the statement that would be a wonderful feature.