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Xero Tip Of The Month January 2016 - File Storage in Xero

Wouldn’t it be convenient for you to be able to store all of your important business documents in one place that you can access from almost anywhere, anytime?

Well you can with Xero’s “File Storage”.

Attach files to almost anything – from invoices to bills and transactions. With file storage in Xero, it’s never been easier to have everything you need right at your fingertips.


Attach files any way you want

  • It’s quick and easy to get files into Xero. Simply email or drag and drop them in.


Store everything in one handy place
  • Email documents straight to your Files inbox in Xero. This is great for forwarding bills you receive from your suppliers.


Improve compliance
  • Make sure you’re keeping the information you need by adding documents, contracts and other important records to your accounting transactions.


Increase collaboration with your accountant or bookkeeper
  • When your files are all stored online, it’s easier to collaborate with your accounting professional.




Files on the go
  • Add your files wherever you are, using the Xero Touch mobile app on your iPhone or Android. Expense receipts, photos and more can be added anywhere, anytime.


Manage different types of files
  • Upload almost any type of file into Xero. Attach a photo of a client to their contact details, a supplier invoice to a bill, or even upload an investor presentation to share with directors.


Click here to find out more now!




Previous Tips

December 2015 – Invoice Reminders

November 2015 – Xero on the go, with Xero Touch

October 2015 – Invoice Payment Terms

September 2015 – Sales Invoice Customisation

August 2015 – Business Performance Review

July 2015 – Cash Coding In Xero

June 2015 – Xero to Xero Billing

May 2015 – Find and Recode

April 2015 – Online Invoicing