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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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    Jenn Driver commented  · 

    I don't think being able to see the attachment within the report is necessary, although cool if they have the icon to be able to see it (like on the sales or bills screens). But the real need for this report is to let clients know what transactions don't have documents attached, including spend money/ receive money, not just invoices and bills.

    Jenn Driver supported this idea  ·