Settings and activity
6 results found
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49 votes
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BBB Bookkeeper
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6 votesBBB Bookkeeper
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11 votesBBB Bookkeeper
supported this idea
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271 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 BBB Bookkeeper
commented
Would benefit from this feature to also be able to quickly reference details on the attachments, maybe another report to filter and export the attachment files as per search?
An error occurred while saving the comment BBB Bookkeeper
commented
This is such an imperative part of record keeping, I'm surprised to find out there isn't a report that supports this feature for compliance
BBB Bookkeeper
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17 votes
An error occurred while saving the comment BBB Bookkeeper
commented
This is a great idea!! So beneficial!
Is there any progress on this?
BBB Bookkeeper
supported this idea
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723 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
BBB Bookkeeper
supported this idea
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Find & Match - Filters
The ability to filter through outstanding bills/invoices dates in Find & Match tab would assist with selecting bulk bills/invoices rather than having to scroll and select individual invoices under each date required . E.g. This would be really helpful for batch payments being made on termed accounts with multiple invoices each payment. The ability to also view an attachment from this tab rather than having to open an entirely new screen would be most helpful.