Settings and activity

3 results found

1. Workpapers - Ability to add a note function to each account

   52 votes

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Erica Eddowes supported this idea  ·  11 June, 2024

2. Practice Manager | Ability to customize the Dashboard

   3 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Erica Eddowes supported this idea  ·  30 May, 2024

3. Reporting - File Attachment Report

   215 votes

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   submitted  ·  69 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Erica Eddowes commented  ·  18 August, 2022  ·  Edit…  ·  delete…

   Yes, this is totally what I am looking for too. I often look for files / invoices from clients but don't always know if they have attached the receipt or not and waste a lot of time searching for them. This would be a great time saver, so I can easily see what clients have provided. (I notice there are few other ideas submitted with the same request - so in total a lot more votes than what is just on this idea).

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