Settings and activity
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14 votes
Appreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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Michelle Bailey
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190 votesMichelle Bailey
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I need to provide a document for an unreconciled transaction for my bookkeeper. I have to provide it outside the Xero platform as I can't attach a file to a transaction. Why? This is so strange that I can only attach a file when reconciling or creating a NEW transaction. The transaction is from a bank feed, requires specific details as it is not a basic straightforward transaction, but the only info I can add to the transaction is in a text box to "discuss" it. If I could simply attached the required document then my bookkeeper could continue with reconciling and not have to email me and I reply via email with an attachment. Clearly this was not designed by someone that uses Xero with more than 1 person in the organisation, with different job functionalities. Not user friendly at all.