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610 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
An error occurred while saving the comment Rebecca Cutler supported this idea · -
147 votes
An error occurred while saving the comment Rebecca Cutler commentedI just need a report so that we can check that all transactions have a backup document attached to them.
Rebecca Cutler supported this idea · -
73 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
An error occurred while saving the comment Rebecca Cutler commentedThere is no point having Xero to Xero if the documentation doesn't come with it.
We actually have relating entities & we require pdf for every transaction.Rebecca Cutler supported this idea · -
11 votesRebecca Cutler supported this idea ·
An error occurred while saving the comment Rebecca Cutler commentedYes agree that this is a required function in the day to day running of an actual business. Not all payments stem from a Tax Invoice.
Currently an attachment only piggy backs a Fixed Asset Transaction to the Asset Register in "Draft" if it is done with the original transaction. If there has been a coding error & the transaction is re-coded to a Fixed Asset account this transaction does not even appear in the Asset Register in "Draft" so this has to be entered manually & there is no option to attach a file.
We do various projects that are Work In Progress & then capitalised at the completion of the project. Journalling the Total value to Fixed Assets & the same happens with this transaction also.