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

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    22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    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.

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    Json Jeong commented  · 

    Full disclosure: I built a tool for this, so read this with that in mind.

    Adding to the Review reconciled tip above: it's the best built-in option I've found, but as mentioned it's hard to filter or print for a whole year. Two other workarounds:

    1. The Bills screen shows an attachment count for each bill.
    2. Dext's Missing Paperwork report covers about 100 of the latest transactions from the past 6 months.

    For a longer period, I wrote up the options here: https://grabreceipts.com/missing-receipts-report?utm_source=xero-forum-missing-report

    My tool is GrabReceipts. It connects read-only, and the check for a period you choose is free: how many approved or paid bills and spend transactions have no attachment, and the five largest. It isn't affiliated with Xero. I'd still like to see this built in.