Settings and activity
5 results found
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69 votes
Raj Dhokia
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17 votesRaj Dhokia
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168 votes
An error occurred while saving the comment Raj Dhokia
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269 votes
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.
An error occurred while saving the comment Raj Dhokia
commented
This is available on rubbish free software. The fact this is over 2 years old and not implemented however subscription fees have almost doubled in that time, goes to show a decent competitor in the market will do very well and we can all bin Xero for the greedy waste of space tech company they are.
Raj Dhokia
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404 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Raj Dhokia
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Absolute effing joke. Xero don't care about accountants. We're total smucks and they built their software off our backs. As soon as alternative is available, I'm ditching Xero and never ever coming back.
I'd recommend everyone start looking elsewhere for software or even going back to older methods. We already have to reduce our margin to accommodate their greedy price increases. Now limiting functionality is a joke.
I've spoken to Xero staff at a high level about this and the give zero monkeys about accountants or this issue. It's £33 plus vat just to use a ledger client and do a vat return. They've removed vat cashbook it's even more difficult. I'm waiting for Brightbooks to launch and will probably move to that. I recommend you all do the same.