File other documents
How to add important financial records to your Xero Files
You'll find Xero Files in the company menu on the web.
What is Xero Files?
Xero is built to hold invoices, bills, receipts, payslips etc, but there may be other key financial information you'd like to keep with your accounts.
What records should I keep in Xero Files?
While you send bills and receipts to DEXT for processing and uploading to Xero, there are some other documents you may like to keep in Xero Files e.g.
VAT receipts for fuel to support mileage VAT claims;
Bank statements
Remittance statements
CIS payment and deduction statements
HP and lease agreements
Contracts
Use folders to organise these.
Upload a file from the web or app
On the web:
Go to Files
Click Upload file
Select
From the iOS app:
Menu > Files > Upload files ...
Choose Files or Take a Photo
From the Android app:
Tap ⋮ then Files Inbox then tap ⋮
Choose file or Take photo
See more details about the size / type of files which you can upload.
Organise your files in folders.
Email in a file
From Files, select the unique email address "Send files to this email address". You may want to add it to your contacts (here's how on Google Contacts and Outlook / Office 365).
Send an email to this address with the file you'd like to upload attached.
Find out more about emailing in files.