Keep documents with related transactions
- Attach multiple documents to transactions and records.
- Attach files to invoices so your customers can see them.
- Add relevant documents to customer and suppliers’ individual contact records.
Use Xero as your online filing system
Store your key business documents in the library, so all your records are stored and backed up online for easy reference and sharing.
Be more efficient with side-by-side files
Entering transactions is easy with side-by-side files. Just email documents straight to your files inbox, create a transaction and view your files next to each other. It’s an efficient way to enter data, while attaching the document at the same time.
Easily share files with your accountant or bookkeeper
Collaborate in real-time with your accountant or bookkeeper by sharing your files. Give your advisor full access and let them view, add and remove files from your file folder as necessary. All your records are kept in one place, making it quicker and easier to find and share information.
Use photos to illustrate and explain
Use photos in Xero to add visual aids to transactions, items and invoices. Help differentiate between items by uploading photos to your inventory. Use your webcam, smartphone or tablet to take photos and add them directly to transactions.
Try file management in Xero free for 30 days
See for yourself how file management and storing works in Xero.
Upload your own files or use the Xero demo company.
