Store your files and transactions online in one place for easy access

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Keep documents with related transactions

  • Attach multiple documents to transactions and records.
  • Attach files to invoices so your customers can see them. 
  • Add relevant documents to customer and suppliers’ individual contact records.

file management dashboard

Use Xero as your online filing system

Store your key business documents in the library, so all your records are stored and backed up online for easy reference and sharing.

file storage feature

Make data entry simpler with side-by-side files

Entering transactions is easy with side-by-side files: see your files on-screen alongside the record you’re updating.

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Easily share files with your accountant or bookkeeper

Collaborate in real-time with your accountant or bookkeeper by sharing your files. Give your advisor full access and let them view, add and remove files from your file folder as necessary. All your records are kept in one place, making it quicker and easier to find and share information.

file sharing with your accountant

Use photos to illustrate and explain

Use photos in Xero to add visual aids to transactions, items and invoices.  Help differentiate between items by uploading photos to your inventory. Use your webcam, smartphone or tablet to take photos and add them directly to transactions.

Use photos to illustrate and explain

Want to know more?

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