Did you know that Xero has an inbuilt online file management system? With Xero file library you can keep all your files (i.e. receipts, bills, images) organised in Xero.
The file library is located under your organisation name on the left-hand side of your blue taskbar.
Your Xero file library contains an Inbox and Contracts folder, and you can add any additional folders you need.
Using the Xero file library is easy, either:
- upload files to the file library (left-hand option) or
- email files directly to the Inbox folder (right-hand option, using your unique Xero inbox email address)
Whenever you see the attachment icon in Xero, you can then attach these files to individual transactions, items, and emails.
Follow this link for more information on how to use files in Xero: https://central.xero.com/s/topic/0TO1N0000017kqDWAQ/files-in-xero#business