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4 results found

  1. Reporting - File Attachment Report

    225 votes

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    submitted  ·  74 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Teagan Stone 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 would 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.

  2. Xero tax (AU) - Roll forward Tax Returns

    32 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Teagan Stone supported this idea  · 

  3. Practice Manager | Client Report - Include primary contact

    68 votes

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    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Teagan Stone supported this idea  · 

  4. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    178 votes

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    submitted  ·  56 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Teagan Stone supported this idea  ·