Organise and Store Documents Easily with Xero’s File Feature

Did you know you can store information in Xero other than purchased and sales invoices?

If you have contracts for work,  loan agreements, staff contracts of employment or any other documents and would like to store them in one place in Xero, there is an option!

• From the drop down of your business name, click on the option ‘Files’.

• You will see on the top right hand side there is a unique email address. You can use by copying and pasting into an email into the in box or simply drag and drop files.

• Then from here on the left hand side you have the option of creating folders for all the different topics you wish to create.

• Once you have created a new folder, just drag the file into the relevant folder.

Much safer than storing all your folders on your laptop, and as online you will always have access to them, wherever you are.

For further help on this or any other assistance in Xero, please contact the Plus Advisory Team.

Author: Debbie MarriottXero & VAT Advisor @ Plus Accounting

Contact me on 01273 701200 or email

Debbie Marriott Plus Accounting portrait

Date published: 21 June 2023

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