Attaching files in Xero

One of the great new additions recently added to Xero is the ability to upload file attachments to invoices, transactions, expense receipts, fixed assets, contacts, chart of accounts, bank accounts and even manual journals. Alternatively you can even store them in a separate file library until you're ready to attach them!

One of the great new additions recently added to Xero is the ability to upload file attachments to invoices, transactions, expense receipts, fixed assets, contacts, chart of accounts, bank accounts and even manual journals. Alternatively you can even store them in a separate file library until you're ready to attach them!

This great new function does away with having to bring in the shoe box of hard copies of records to the accountant at year end. Which makes life easier for both parties concerned!

For those who would like a small video demonstration on the finer details of uploading, attaching and storing files in Xero please click on the following link - How to use files in Xero

With the recent ongoings changes regarding to the GST report and also the file manager addition in Xero, our Xero support staff, Emma and Tracy, will be hosting client seminars.  Please click the following link for a summarised power point presentation - Xero Updates.

Author: Martin Ryder