when creating bills & uploaded invoices receipts via app need to show on the desktop in account transaction screen
when reconciling & uploading attached invoices/ receipts via app they don't show on xero desktop application in accounts transaction screen. It currently shows items as reconciled but with no uploaded documents icon.
Dean Tucker
shared this idea
Hi Dean, from what you've described in behaviour it sounds like the files you've uploaded are attached to the invoice or bill directly.
If you've attached a file to a Receive or Spend money or Payment directly when reconciling on the Xero Accounting app you'll see a file icon next to the transaction on the Account Transactions list when viewing the bank account on the desktop that you can click and will open a preview modal of the files attached.
If you have attached files directly to your invoices or bills you'll be able to view the file icon next to these transactions from the relevant Sales or Bill list screens on your desktop.
If you'd like some help to confirm what you're viewing here it'd be good to raise a case with our specialists through Xero Central who have tools to get a closer look at your organisation and transactions you've recorded.
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Dean Tucker
commented
on the desktop application I have to click on the transaction on the reconcile screen then click on the actual transaction in the payment screen before the attached receipt actually shows its attached. This wastes a lot of user time.