Here’s a few tips and tricks to make your life even easier on Xero.

Feature of the week – Files!

You can check out this powerful feature on your dashboard – top right “Files” icon.

This lovely feature gives you the ability to link documents, invoices and even your own notes to a source document. You can send e-mails direct to your Xero files as well – keeping all your key backup together. You can store records here too, as Xero gives you masses of free storage, so for example, warranties for your Espresso Machine, engineer call out details, insurance documents and last year’s statutory accounts, can all be stored in your file directory for reference.

Extra Tips with the Files Feature in Xero

• You can use it as a parking bay!

If you haven’t got time to deal with an item right now, or you need more information, you can avoid forgetting about it by snapping it using the Xero Touch App, send it to Files, and process the items later when you have time.

• Smile please!

You can attach a photo of a customer to their contact details. Always handy to out a face to a name.

• Use it for On Billing

You can attach a bill to an invoice to re charge to a customer. If you charge on costs to clients you can attach the original bill to their invoice, boosting trust in you and reducing queries.

• Show off a Presentation

Or you can even attach a presentation for directors who access Xero. This way everyone knows where to find things and you can stay process focussed & more efficient.

How do you attach files?

The answer is in any way you want. You can simply email or drag and drop them in. Or send photos via the Xero Touch phone app.

The “email documents straight to your Files inbox in Xero” feature is a great way of forwarding bills you receive from your suppliers, this is efficient, and you can deal with them later.

Should you care?

When you’re busy it’s understandable that you may overlook simple features like Files. But it’s an easy and simple way for you and your business to improve compliance and efficiency.

Make sure you’re keeping the information you need, by adding documents, contracts and other important records to your accounting transactions or just storing them in one place.

You can also increase collaboration with your accountant by dragging and dropping what they need, when they need it, into Files.

Xero makes keeping everything together in one place easy and smooth. We think you’ll agree it’s another business life changing feature you’ll love. Don’t forget you can get more free courses and help from Xero U.