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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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    John Morison commented  · 

    one other place where this functionality is almost there. if you go to bills - purchases overview - see all. The far right hand column lets you know if there is an attachment to the bill - and if you click on it you can see it.

    this screen can be filtered e.g. by supplier and ordered how you wish so again might be a suitable workaround in some cases

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    John Morison commented  · 

    agree with all the below. One thing I have noticed - for UK companies, in the VAT return section the supporting tabs "transactions by VAT box" and "transactions by tax rate" do already include exactly this functionality. Just annoying that it can't be added to other reports