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  1. Reporting - File Attachment Report

    269 votes

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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. 

    Audrey Nairns supported this idea  · 

  2. Reporting: Account Transactions Report - Show Files icon & number attached

    106 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Audrey Nairns commented  · 

    It would be extremely helpful if on the transaction report the document icon appears on the right with a quick link to the attached documents. Having to click into each transaction is extremely time consuming when there is a substantial volume of transactions and trying to audit for missing documents

    Audrey Nairns supported this idea  ·