Bills to Pay - filter by attachment
Feature Request - Purchases Overview
It would be great to be able to filter items listed under purchases overview by whether a document is added or not. I have to manually upload documents for certain type of bills as they are created in a third party application that doesn't bring the document forward.
Angela Dalla Rosa
shared this idea
Thanks for sharing this idea around filtering bills to pay by attachments! We are always looking at ways to improve the Xero experience.
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Johan Potgieter
commented
It would be extremely useful to have a filter in the Bills section that allows users to quickly identify bills that do not have supporting documents attached. Currently, there is no easy way to ensure all bills have the necessary documentation (such as invoices or receipts) without manually opening each bill, which is time-consuming and inefficient. A simple filter like “No attachments” or “Missing documents” would help users quickly spot incomplete records, strengthen internal controls, and improve audit readiness, especially during month-end processes.