Bank Transaction Attachment Report – Identify Missing Receipts
I suggest adding a report that allows users to extract all bank transactions, with an attachment status showing whether a receipt or invoice has been attached.
We use Xero’s Files upload feature to upload receipts and invoices in bulk. However, after uploading, there is currently no easy way to identify which transactions are still missing supporting documents.
This report would be especially useful for grant reporting, audits, and compliance, as it would allow users to quickly confirm that every relevant transaction has the required supporting documentation saved in Xero.
Ideally, the report could include the transaction date, payee, amount, description, and attachment status (Yes/No), with the ability to identify or access the attached file.
jozzel sulit
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