Email or upload any kind of file to the library.
View the original document when entering data.
Give access to your accountant or bookkeeper.
Store any kind of file in the library. Attach files to invoices, bills, receipts, inventory items and contact records.
See the original document and enter transactions efficiently without having to switch between screens.
Make files available to access, without having to email copies.
Add photos as a visual aid to invoices, bills and orders. View what you’re buying or selling by uploading photos to inventory items. Use a webcam, smartphone or tablet to take photos and add them directly to transactions.See how to attach, view, delete and download files in transactions
Create folders to group and manage your files in Xero so that you can refer to them later. Organise files in folders by financial year, job, client, or any way you choose. Move files from the inbox or between folders, and rename or delete them.See how to manage your file library and inbox
Share a file with another app, or attach files directly to Xero invoices or receipts from file storage apps on your iOS mobile device.See how to share files with the mobile app for iOS
Xero became a really critical tool for us as we took on more staff.