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05. Files (Xero Business Essentials)

Video learning



Learning objectives

Learn the main features of Xero and understand how to utilise them to make best use of the software. Discover the different ways that documents can be uploaded into Xero's Files library, how they can be organised into Folders for permanent storage and how they can be attached to transactions.

Course outline

    Watch the video first, then click to begin Exercise 3.
    Use the Demo Company to practice what you've seen and increase your knowledge of using Files in Xero
    In this exercise, you'll learn:
    1. How to upload documents to the Files library;
    2. How to organise the Files library by using folders;
    3. How to create new transactions directly from the Files library.

Topics covered

  • Files

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