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'Account Transactions report - 'File name' column that shows attachments from transaction line source document' has been merged into this idea

Reports & tax: Reporting

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Account Transaction report - Preview attached files without having to drill into transaction

It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.

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Txell Casadesus shared this idea  ·   ·  Report…  ·  Admin →
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  • Leandro Santos commented  ·   ·  Report

    It would be nice to have an extra column in the account transactions to view the attachments linked to that specific transaction, it would be easier to check if the transaction was entered correct and also to download the attachment when needed... but opening each transaction to then click in the attachment button to load up the attachment is just mad... mainly when you have to do that almost everyday for load of companies dataset...

  • Anna Onyekwelu commented  ·   ·  Report

    General ledger detail and Accounts transaction report - Have the ability to view attachments to invoices/transactions in the same way you can when viewing the VAT return reports.

  • Geoff Maccue commented  ·   ·  Report

    It is a nice to have option, so we don't need to manipulate the spreadsheet each time we export from Xero.

  • Geoff Maccue commented  ·   ·  Report

    Account Transactions Report
    ---------------------------------------
    Add a column selection to enable the user to include the Account Name as a column on the report.
    Currently you can add "Account Code" but not "Account Name"

    The user could update the chart of accounts to include the Account Code as a prefix before the Account Name, but this is a clumsy fix.

    Reason for this selection is when you export the Transactions in excel format the Account Name appears in column A (merged) but if the list of transactions is long or you want to sort the order you no longer see the Account Name.

  • Lorenzo Conti commented  ·   ·  Report

    By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report