Fixed Assets - Attach a file
Option to attach files to individual fixed assets
Purpose: Ease of reference, being able to attach files and documentation that related to an asset
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Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.
Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.
Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.
For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.
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Sarah Rose commented
Good that this is now under review - and even more important - we need to be able to dispose of parts of an asset, rather than having to dispose of the whole thing.
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Zoe Minto commented
Nope, not for shareholders - to make (my) life easier and with far fewer clicks thus a time saver - didn't know that excel was 'beautiful', but personally love a spreadsheet! :)
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Paul Howlett commented
@Zoe Minto - that's a big assumption you're making.
I'm assuming it won't be better, just different... more "beautiful" but with many more clicks and slower to load than the current system.
i.e. something that looks pretty for the shareholders, but is objectively worse to use as a paying customer.
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Zoe Minto commented
Glad the asset section will be improving.
Also, could you implement a report section so that each code could be exported into xcel/pdf etc by nominal code and datal selection. Currently the report in csv (difficult to save) comes with far too much info and it means also that I have to used the data tab to sort/delete categories/columns etc and this takes so much time. A report showing the basic accounting detail for each code would be good - thanks -
Julia Bastin commented
We have a number of properties in our asset register, so we need the ability to revalue them. At present we have to "sell" the assets and then "purchase them at the new valuation.
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Bryn Parrott commented
Attaching a file such as an image or PDF specification and linkage to the original Bill would be great. But please also pay attention that some types of fixed assets comprise a collection of parts bought separately (Such as main item with added accessories), It is undesirable to have all the parts listed separately, because it just ads noise to the Asset Register,
so the ability to group a number of items together as one fixed asset entry is just as important. -
Ruby Yus commented
We should be able to manually attach invoice/supporting document when registering new asset under fixed assets menu.
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Rachel Rowland commented
It would be great to be able to add source documents to Fixed Assets at any time, sometimes the original transaction does not flow through.
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Nicole Beer commented
We can attach these invoices everywhere else in Xero, so why not in the area that it is most relevant?
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Nicole Beer commented
When registering a new fixed asset, it would be great to be able to attach a copy of the purchase invoice inside the registration information so it is "right there"
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Rebecca Cutler commented
Currently an attachment only piggy backs a Fixed Asset Transaction to the Asset Register in "Draft" if it is done with the original transaction. If there has been a coding error & the transaction is re-coded to a Fixed Asset account this transaction does not even appear in the Asset Register in "Draft" so this has to be entered manually & there is no option to attach a file.
We do various projects that are Work In Progress & then capitalised at the completion of the project. Journalling the Total value to Fixed Assets & the same happens with this transaction also. -
Yazz Bhatti commented
The 'developers' are tasked to beautify and redo sections of the app that don't need changing. They're clearly not interested in adding features that their customers want.
I am presently looking for an alternative to Xero, to move away from this horribly limited and poorly supported piece of software.
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Chris Curlett commented
Come on Xero - 600+ people want something done here. Please do something rather than just ignore the users.
If you are not going to help users, then stop the charade of this suggestion site
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Bella Yang commented
Surprised attachments to assets function is still not created in 2024. What causing the difficulty? I can attach a file to this comment, but not to a FA. Interesting......
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Quanette van Zyl commented
Please add a function to be able to add attachments to assets when registering them.
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Thomas Dunser commented
Even in 2024, this functionality would still be highly useful!
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Gina McElroy commented
Ability to add documents to individual assets in asset register ie purchase docs
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Jo Russell commented
Currently a draft asset is created whenever a transaction is recorded against the Fixed Asset balance sheet account. However, if that original asset was incorrectly coded in error, it's not possible to establish that link in the fixed asset record back to that original purchase record once that coding is corrected.
It would be helpful to be able to link these two manually.
Alternatively, as has been suggested elsewhere, it would be useful to attach files to the Fixed Asset record. -
Rosa Stonehouse commented
It would be really useful if you could upload documents as attachments on the fixed asset register. At the moment, it will only attach an invoice if it has been coded to a fixed asset code. It would be useful if you could manually upload documents such as valuation reports and receipts/invoices that are paid outside of the accounts payable process or invoices that were recoded to asset codes by a manual journal.
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Rosa Stonehouse commented
It would be really useful if you could upload documents as attachments on the fixed asset register. At the moment, it will only attach an invoice if it has been coded to a fixed asset code. It would be useful if you could manually upload documents such as valuation reports and receipts/invoices that are paid outside of the accounts payable process or invoices that were recoded to asset codes by a manual journal.