Our goal is to upload 100% of the attachment receipts and invoices to our expense items. I need to be able to run a report that shows which line item has a receipt and which ones don't. This will help me out a lot because if I have 1000 transactions per month and my employee forgets to upload a few attachment, then how do I check to make sure all attachment are uploaded? Please help to create the "attachment report" for us. Thank you, Nick
The new, opt-in "attachments" column for the Expenses page meets one part of our "Attachment Report" needs.
(Check it out if you're here to vote: Transactions>Expenses>Gear icon>Show More> then check the "Attachments" check box. After reloading, the data will have a column counting "Attachments" for each expense. Mouse over the paperclip and click the triangle to see expenses ordered by number of attachments in asc./desc. order.)
But even with just a list of empty expenses, it's hard to follow up on missing receipts without "Account" info to direct us to the person responsible.
>>>Could the dev's add in the "Account" column as an optional column of the Expenses page? This one edit would help optimize the attachment workflow and could close a number of requests for "Attachment Reports".
Alternatively/Bonus: the report "Transaction List by Vendor" could function just as well if there were a way to customize columns to include attachment info.
Thanks for making Intuit such a great product!
Deirdre McGaffey commented
There are multiple requests for features regarding a way to see what has an attachment and what doesn't - combine them all and you have hundreds of votes for this!