Do you know all the functions you can use from your Xero Files Inbox?

There are a number of great shortcuts here!

Below are some ‘Tips’ to help you:

Open up your ‘Files Inbox’ by clicking on the ‘folder’ icon on your xero task bar – this takes you directly to your ‘Files Inbox’.

Here you can: 

• Create a New Folder in your Inbox to save your documents in groups

• ‘Upload Files’ and save in the your sub Folders

• Alternatively you can forward the Document directly from your email inbox & forward to your xero email address (this address shows in the top right-hand corner of your ‘Inbox’)

From your uploaded documents – using the drop-down option – you can:

• Rename the document – for easier recognition

• Add to a New Sales Invoice – the document will be to the left of the screen to copy details into your Sales Invoice & is attached to this invoice also

• Add to a New Bill – the document will be to the left of the screen to copy details into your New Bill & is attached to this bill also

• Add to Expenses Claim Receipt – the document will be to the left of the screen to copy details into your New Receipt & is attached to this receipt also

• Create Receive Money transaction – select the bank account applicable & enter details into your New Receive Money transaction (document is attached also)

• Create Spend Money transaction – select bank account applicable & enter details into your New Spend Money transaction (document is attached also)

     These are great functions & shortcuts

that will save you a lot of time!