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Settings and activity

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  1. Account Transaction report - Preview attached files without having to drill into transaction

    14 votes

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    9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    John Goreing commented  · 

    We would also like to have a field dedicated to related files so we can see which account transactions have their audit file attached rather than clicking on every transaction to check. Thank you.

    John Goreing supported this idea  · 

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

    32 votes

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    16 comments  ·  Contacts & files » Files  ·  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

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    John Goreing commented  · 

    We would also like to have a field dedicated to related files so we can see which accounts nt transactions have their audit file attached rather than clicking on every transaction to check. Thank you.

    John Goreing supported this idea  ·