Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reports - Generate a report for transactions without receipts attached

    59 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.

    We get how this is a need for some businesses to validify expenses and process payments.

    Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.

    An error occurred while saving the comment
    jozzel sulit commented  · 

    I suggest adding a report that allows users to extract all bank transactions, with an attachment status showing whether a receipt or invoice has been attached.

    We use Xero’s Files upload feature to upload receipts and invoices in bulk. However, after uploading, there is currently no easy way to identify which transactions are still missing supporting documents.

    This report would be especially useful for grant reporting, audits, and compliance, as it would allow users to quickly confirm that every relevant transaction has the required supporting documentation saved in Xero.

    Ideally, the report could include the transaction date, payee, amount, description, and attachment status (Yes/No), with the ability to identify or access the attached file.

    jozzel sulit supported this idea  ·