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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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    Jamie McHugh commented  · 

    This would be so useful - if this was possible, it would be easy to treat bank transactions the way you know they should be treated even without backup, but then you would have an easy way to check what transactions need invoices/receipts afterwards. Vital for bookkeepers who need to finalise postings ASAP but may not receive the necessary backup from customers until a later date. Please consider!

    Jamie McHugh supported this idea  ·