Settings and activity
4 results found
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20 votes
John Gleeson
supported this idea
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120 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
An error occurred while saving the comment John Gleeson
supported this idea
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27 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
An error occurred while saving the comment John Gleeson
commented
See which BILLS have attached documents.
On a Suppliers Contact page, under ACTIVITY tab, in the overview of the Bills/Spend Money, it would be useful to be able to see which items have a document attached to them.
And which items don't.
A simple icon to indicate that there is documentation behind the entry.
We frequently have to add documents after the entry has been made via Bank Reconciliation rules. Knowing which items have already been populated, rather then having to open/close individual items, would be a great time saver.John Gleeson
supported this idea
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57 votes
An error occurred while saving the comment John Gleeson
commented
The ability to include invoice links in our custom statements would enhance usability by allowing customers to access invoices directly from their statements. This would be a great time saver and help expedite prompt payment. Thanks. John
John Gleeson
supported this idea
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Exactly what I want too. Subfolders within FIles for batch storing previous year folders and documents such as bank statements, Credit Card statements and VAT returns.