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  1. Reporting - File Attachment Report

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    91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

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    Peter Crawley-Boevey commented  · 

    Would be useful to run a report of all reconciled items that do not have a receipt/invoice/etc attached to it. I would run this at the end of each month or quarter to make sure I have copies of all the paperwork attached each transaction. My accountant might even take me out to lunch if I achieved this!!

    This is particularly useful for small operators and people working in completely paperless environment. Bookkeepers would run this report and send it back to the client and tell them to find these receipts invoices etc.

    Thanks for continuing to make great product even better.