File other documents

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.

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.

On the web:

1. Go to Files

2. Click Upload file

3. 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.

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.