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Xero Business Community

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Find and Recode - Add a title to the search and attach files

Started by Carol Dufour in Feature Requests | Idea

It would be helpful to be able to put a 'title' against a 'find and recode' summary. At the moment all you see is 'summary' and you have to open each re-code to find out what the search covered.
The facility to change the title to something more meaningful - like 'assets capitalised' or 'insurance recoded' would make life so much easier.
Also, being able to attach a file could be helpful. If, for example, we are recoding from an account where the analysis has been done on a spreadsheet - attaching a copy of the spreadsheet would be great.
Great idea, Carol. There aren't any plans for this atm, but we'll keep an eye on demand. :)
 

Kavi S (Community Manager)

Thanks Kavi
 

Carol Dufour