Store bills, docs and files safely

Use Xero as your online filing system. Manage and share documents, contracts, bills and receipts safely from anywhere.

A tablet displays a receipt that’s stored online.

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

Store any kind of file in the library. 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
A business owner uploads jpeg image files to the files library in Xero.

See docs alongside data

See the original document and 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
A copy of the original bill from a phone company displays on screen beside the details that are recorded in Xero.

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 if you want them to be able to add and remove files
  • Included
    Send online invoices to customers with one or more files attached
A business owner sets up access rights in Xero and invites her accountant to share documents in the file library.

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. Organize 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 became a really critical tool for us as we took on more staff.

Kate uses Xero to run her business

Kate from Lune uses Xero to run her business