Why should you upload files to the xero inbox?
Attaching files while reconciling does your filing for you. By uploading your receipts and invoices either by email, photo, or direct device upload you can make this process even quicker and easier. Having your files uploaded to the file inbox in Xero makes them accessible across all your devices. Meaning you can upload that receipt the moment it's in your hands by following the photo upload section. Or you can upload them straight from your email inbox as they come in following the email upload section.
Steps to follow for photo uploading (On the app)
This process is done on the Xero app. If you haven't already used the app, downloading and setting that up is step one. Beyond that, the following steps will guide you through the quick and simple process.
Make sure you're on the dashboard by clicking the target icon on the left of the app directory at the bottom of the page
Press the plus icon at the top right of this page
Tap upload files to inbox
Either choose take photo to use the camera and upload straight from your hands, or choose photo to use any photos you've already taken stored on your device.
Easy, done in seconds!
Steps to follow for email uploading
Unlike previous methods, email upload can be done from any device linked to your email, even when you're not there. Follow these steps to see how:
To begin using your email to upload files, you need to obtain you're personal Xero upload email address. We'll tell you how to do that first.
Go to your organisation drop down by clicking the top left of your Xero webpage.
Click the files button
Your personal email address is at the top right of this page
Email any files you would like to upload to this address and it will be uploaded straight to your Xero file. Make sure the image you want to upload is an attachment when you email and remove any other information or writing from the original email if you are forwarding the email.
This articles intention is to inform rather than advise and is based on legislation at the time. Each Taxpayer’s circumstances vary so we strongly recommend that you discuss this information with your Tax Agent, Accountant or Bas Agent before implementation. If you take, or do not take action as a result of reading this article, we accept no responsibility for any financial loss incurred. This is general advice only.
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