Upload invoices and receipts to Xero

Have you ever been asked to find the original copy of an invoice or expense receipt and spent hours trawling though filing cabinets and boxes of paper? Or struggled to find that one invoice that was attached to an email somewhere in your bloated inbox? How about getting approvals, when you need to show the invoice original to someone else in the business, and they are travelling overseas?

Documents like these are a core part of your business and like any financial record they need to be easily accessible. You can now attach electronic copies of all your original AP invoices and expense receipts directly in Xero –  so they’re all in one place, never to be lost again!

Check out this video to see how it works:

Document storage is currently free. We’ll keep an eye on how popular this is over the next few months and see if we need to charge a small amount to cover storage cost. Rest assured we’ll give plenty of notice if we do this.

Here are some other goodies in today’s release:

  • More bank feeds in the UK and US
  • Contact address lookup (initially for New Zealand only) – Xero can search across any postal and physical addresses in New Zealand so you can be sure you’re entering a valid address.
  • Copy and edit published reports
  • Open Excel reports in Google Docs, Numbers and OpenOffice

Read our release notes for all the details.

55 Comments

ZS
September 2, 2012 at 12:41 pm

@Andrew Tokeley: WP7 will not support webkit animations because they are outside HTML5 framework.

Please make your apps HTML5-friendly or create a WP7 app.

jim
September 30, 2012 at 1:32 pm

I love the fwding idea – maybe have it land in an inbox in xero – where you have option to search for all invoices matching vendor name (manually type this in) which don’t have attached invoices yet. Then apply the viewed invoice via checkbox.
If nothing shows up – create new invoice with actual invoice sitting in a sidewindow always viewable while you perform the data entry.

Carl Howarth
December 6, 2012 at 9:09 pm

+1 for the emailing functionality

Jamie
September 13, 2013 at 2:18 am

Has attachments for credit notes been implemented yet? From the comments this was “on the cards” 2 years ago and the docs suggest no. This is probably the only reason we haven’t moved to Xero from Wave as it still can’t solve the problems we have with Wave. There (Wave) we were able to go back to fist principles and enter credit notes as negative invoices and attach the credit note to the bill. Since credit notes are first class citizens in Xero it seems strange that you cannot attach files to them just as you can for an invoice. Is there an ETA for attachments to credit notes?

Andrew Tokeley
September 13, 2013 at 5:07 pm

@Jamie – good news! Yes, you will be able to add attachments to Credit Notes, and a whole lot more places, in a few weeks time. We’re in the final stages of testing what we’re calling “Files” which will solve this for you.

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