Skip to content
← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Reporting - File Attachment Report

    270 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    91 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    An error occurred while saving the comment
    Fiona McGregor commented  · 

    It is hard to believe that this is not available. Having to manually click into every line item is ridiculously slow.

    Fiona McGregor supported this idea  · 

  2. Reporting: Account Transactions Report - Show Files icon & number attached

    106 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Fiona McGregor commented  · 

    It would be extremely helpful if on the transaction report the document icon appears on the right with a quick link to the attached documents. Having to click into each transaction is extremely time consuming when there is a substantial volume of transactions and trying to audit for missing documents - completely agree with this comment from Audrey Nairns.

    Fiona McGregor supported this idea  · 

  3. Account Transactions report - Include project column

    89 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  38 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Fiona McGregor supported this idea  · 
    An error occurred while saving the comment
    Fiona McGregor commented  · 

    Completely agree - this would make projects useful

    An error occurred while saving the comment
    Fiona McGregor commented  · 

    Nominal ledger report showing which project each line has been allocated to. I would like to be able to confirm all cost of sales have actually been allocated to a project.

  4. Projects - Add people/staff without giving access

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  15 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Fiona McGregor supported this idea  · 
    Fiona McGregor shared this idea  · 

  5. Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Fiona McGregor supported this idea  · 

  6. Xero Tax (UK) | Ability to change order of expenses in the detailed P&L of statutory accounts.

    40 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  17 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Fiona McGregor supported this idea  ·