Sort files with online file storage

Use Xero for online file storage. Manage and share documents, contracts, bills and receipts safely from anywhere.

Tax invoice on tablet, categorised for online file storage.

Store files in Xero

Email or upload any kind of file to the library.

See docs alongside data

View the original document when entering data.

Share files in real time

Give access to your accountant or bookkeeper.

Store files in Xero

Use the library for online file storage. Attach files to invoices, bills, receipts, inventory items and contact records.

  • Included
    Email, drag and drop, upload and attach documents
  • Included
    Upload multiple files in one go from your phone or desktop
  • Included
    Create a new transaction from the file library with one or more files attached
 Cloud document management, showing files for a cab receipt and work contract.

See docs alongside data

Use cloud document management to enter transactions efficiently without having to switch between screens.

  • Included
    View a bill, receipt or purchase order side-by-side with the data entry screen.
  • Included
    Review and compare the original document alongside the transaction if there are queries
New bill for Mytelco shows how cloud document management can show a receipt alongside data entry.

Share files in real time

Make files available to access, without having to email copies.

  • Included
    Share files with your accountant, bookkeeper or employees
  • Included
    Give full access to online file storage so they can add and remove files
  • Included
    Send online invoices to customers with one or more files attached
Two advisors, and their rights to access online document storage.

More about files

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

Start using Xero for free

Access all Xero features for 30 days, then decide which plan best suits your business.

  • Included
    Safe and secure
  • Included
    Cancel any time
  • Included
    24/7 online support

Xero gives the team at Popcorn Shed more freedom

Laura uses Xero to check on her finances any time

The Popcorn Shed team making popcorn. They recommend Xero accounting software.