It is great to have all of your documents in one place accessible to you and your accountant.
Access Xero's file library from the header - file icon 📂- top right of your screen. You can add files to Xero by:
1. Dragging/uploading a file when reconciling a transaction.
When reconciling a transaction, click on ‘other details’. You can then drag your saved supporting document file directly into the details box and it will attach automatically. Alternatively there is a file attach icon 📄 on the top right of the details box which allows you to browse and upload a file or attach a file from your library.
2. Dragging/uploading a file into the library
Open the file library by clicking the file icon 📂top right of screen. Simply drag the file saved on your computer into the file library. To upload a file, open the folder you want to use, click upload files, browse and attach your file.
3. Dragging/uploading a file directly to a reconciled transaction
Open your transaction and drag the file saved on your computer into the transaction. To upload a file open the transaction, click the file attach icon and upload file.
4. Email a file to the file library Inbox
Xero gives you a unique email address for your Xero inbox. You can find this in the file library. Just send your file to your email address and it will show in your library inbox.
Other functions of Xero files
You can create a transaction from a file in your library which will have the file attached. Select your file from the library, select the check box and click add to new and choose the transaction type to create.
You may also like to have a separate folder in the file library for end of financial year documents such as:
- Bank and credit card statements at 31 March
- Loan/Hire Purchase statements
- RWT interest certificates
- Fixed asset invoices
This is a great opportunity to reduce the time spent preparing accounts and eliminate missing records.