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1. Cash coding - Ability to add invoices to cash coding

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding? 

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   Chantelle Matthee commented  ·  18 February, 2024  ·  Edit…  ·  delete…

   I agree this would be awesome. In the cash coding screen there is a drop down arrow with options for each transactions. (Currently the options are "create a bank rule", "Split" and "Delete"). Would be very useful to have an option "attach invoice/file" as one of the options. Or even better drag and drop the attachment to the line item like Simon is suggesting. See attached

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   Chantelle Matthee supported this idea  ·  18 February, 2024