Settings and activity
4 results found
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36 votes
Hey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
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76 votes
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Deb McGrice
commented
Our firm would greatly benefit from this functionality
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269 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment Deb McGrice
commented
Could you please post how to do this? My current Account Transaction report does not allow me to add columns and the available column listing does not include attachments.
An error occurred while saving the comment Deb McGrice
commented
A column to show a file icon or just show the file icon for a particular transaction would be very useful.
An error occurred while saving the comment Deb McGrice
commented
I would like to be able to see if a Xero data file has had a file uploaded and attached to a transaction. If a column could be added to the Account Transactions Report, to show if a file is linked to a particular transaction, I would not need to view the transaction in detail to see if there is a file attached. For example if a client has entered a bill and uploaded a tax invoice and attached it to the bill, when I run an Account Transaction report, I can see that there is a file attached. I could not need to view the transaction to check this. The other idea is if I could somehow view all uploaded files for a particular period of time regardless of what transaction they are attached to, it would save me time searching for the file.
Deb McGrice
supported this idea
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213 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
An error occurred while saving the comment Deb McGrice
commented
Without this feature we are continually changing the default for each journal we do.
Deb McGrice
supported this idea
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We waste so much time reconciling ATO reports with our database to work out what should still be rolled forward manually at the end of the financial year.
It would be fantastic if we could match our data base with the ATO and if returns could be rolled forward.