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Financial Accounting Files

Attach files to almost anything in Xero – from invoices, bills and transactions through to fixed assets and contacts. Have all the information you need at your fingertips.

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Video – financial data storage in Xero
Email financial data to your online accounting system

Email files to Xero

Email documents straight to your Files inbox. As you process them they disappear so you know exactly what’s left to deal with.

Manage your files in Xero accounting software

Manage different types of files

Upload almost any type of file into Xero. Attach a photo of a client to their contact details, a supplier invoice to a bill, or even upload an investor presentation to share with directors.

Group source documents in your accounting software


Use folders to group documents for easy access - like funding and due diligence documents into a Mergers and Acquisitions folder.