Declutter your business using the Xero file folder

Martin Spiers - Thursday, October 05, 2017


For all of you running a small business using a Xero file to keep your books and striving to make the move to a paperless office, Xero’s file folder might just be what you’ve been looking for.

In the good old days, the files you sent and received as part of your everyday operations had to be stored away in a dark corner of the office in overflowing filing cabinets, shoe boxes, or in some hidden folders on your computer. With all your business data now in Xero, it no longer makes sense to store your files separately, hence Xero have developed the file folder.

The Xero file folder allows you to upload or directly email and attach multiple documents to almost any transaction in Xero. Files can be attached to invoices, transactions, expense receipts, fixed assets, contacts, chart of accounts, bank accounts and even manual journals.

Main ways the file folder can be used

1. Storage of important documents such as loan documents, bank statements, fixed asset purchase documents. This could help make the collaboration with your accountant and bookkeeper significantly more efficient.

2. Upload and store receipts to attach to purchase transactions or expense claims

3.  Upload and attach photos of staff to be attached to their employee file

Once you begin importing, storing and attaching files in Xero, we’re sure you’ll find plenty of reasons to bring all your important documents into Xero.

To access to file folder, simply click on the file logo from the right hand side of the ribbon on your Xero Dashboard.

If you would like to discuss how this feature could benefit your business, please give us a call.

By Benjamin Demery