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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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    Neil Wilton commented  · 

    Well said Eliza.
    Since I raised this in March 2022, do you think Xero staff ever read or consider what the customer thinks?
    This is such a basic and simple change it seems crazy that other amazing new features and wacky ideas are being worked on before completing foundational issues.
    ****** foundations was what Sage built upon all those years ago and then had to redesign everything as it crumbled from the base up...
    Just a thought
    Neil

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    Neil Wilton commented  · 

    I don't believe anyone reads these suggestions.
    A pity because many are pure gold.

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    Neil Wilton commented  · 

    Yes, John,
    This is a useful place too. I have been using this, it shows bills. To see "spend money" you do the same in Bank transactions. It all sort of works, but the attachments are attached to different fields.
    For example, if a supplier has a mix of Spend Money and Bills, you need to look in 2 places to see if attachments are all there (I think)
    Since the info is there, access from the reporting section would be cleaner. It's been doing my head in trying to remember all the different locations for different screen views with this showing. Have you found a way to see if a contact has an attachment?
    But your suggestions have picked up stuff I missed and will meantime be very useful - thank you.

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    Neil Wilton commented  · 

    Well spotted John. This will help a lot - I had no idea this was available.
    I'll see how useful this is in ensuring nothing is missed.
    Thanks.

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    Neil Wilton commented  · 

    The "new" accounting reports have great flexibility and are very useful. But there is no "Has Attachments" option in the column selection area. That would be a game changer for me, to be able at a glance to see what documents need uploading.

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    Neil Wilton commented  · 

    Simply add an extra column in the new reports system called "Has attachments" with an answer of 0, 1 2 etc.
    Then most reports can see if documents are attached to the transaction. Critical today.

    Neil Wilton supported this idea  ·