Did you know that Xero has a virtual filing cabinet?  A great way to store all of your documents, especially for your Accountant for when they are preparing your annual accounts!

In the top blue tool bar within Xero, select the name of your Xero file/organisation name, then from the dropdown menu, select Files:

This takes you into an Inbox, very similar to your email Inbox.  In here, you can setup different folders, and they will show in the left hand navigation bar in alphabetical order.  Select the folder you would like to save documents to, then you can simply drag and drop invoices or documents from your computer into the selected folder:

Alternatively, you can also select “Upload File”, then go and find the relevant document on your computer and select Save. 

Another handy way Xero have given us to get our documents into the Xero File Manager, is to email them in.

When you first go into File Manager and Inbox, you will note on the RH side of the screen, there is an email address, which you can use to email any invoices or documents directly into Xero:

If you are using File Manager to store your documents, make sure to tell our team when it comes time to prepare your Annual Accounts.