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  1. Contacts - Show attachments for transactions in the contact overview

    25 votes

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    12 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're grateful for your engagement and letting us know the changes that matter to you.

    While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks

    Kerri McCarthy supported this idea  · 
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    Kerri McCarthy commented  · 

    This is extremely critical to an association where attachments need to be provided for the auditor. When transactions are processed direct from bank feeds (ie not processed as an invoice) the attachment is not always available at the time of processing to add then.
    So, it's very difficult and extremely time consuming to have to view each transaction to check.
    I would appreciated Xero adding this to their programming.