By tasman. Posted in Cloud Software, Solutions, Updates, Xero.
Xero has it’s own document storage facility and we want you to be making the most of it!
Not only can Xero store online copies of your documents, but you can attach them to transactions when reconciling, invoices or bills, expense claims, or you can simply leave documents in your files inbox for your accountant to use when doing your end of year accounts.
Here are the simple steps to take to save you from keeping shoe boxes full or receipts, or clogging your email inbox with power bills. Scroll down to see how to use the phone App to add files.
On your computer:
Log into Xero, and click the Xero files icon that you can see circled below, this will take you to your files inbox.
The email address you can see on the right is your own unique email address for your Xero account. Any documents that you send to this address will automatically upload into your Xero files inbox. Alternatively, you can upload a file from your computer, or take a photo using your webcam.
Keep your files tidy by creating folders. How you organise them is up to you, you could create a folder per year, month, file type, or whatever makes the most sense for your business.
Once you have imported your files, simply drag and drop them into your folders on the left or tick the box next to the file and choose a folder by clicking “Move to”. Alternatively you can open a folder and upload files directly into it. If you click “Add to new” you can add the file directly to a new invoice, bill, expense claim, or a receive/spend money transaction. To rename the file, click the cog to the right of the file and select “Rename”.
On your phone:
Log into the Xero app on your phone, and click on the menu symbol in the top left hand corner. Click on the “Files” option to open your Xero files inbox.
Click “Upload Files…” then select “Take Photo” to use your phone camera to take a photo, or select “Choose Photo” to pick a photo from your camera roll. To upload a file into a particular folder, click on “Inbox” at the top of the screen to bring up a list of your folders.