Quick summary
Xero's Files feature lets you upload receipts directly into organised folders from the main dashboard, keeping financial documents centralised and audit-ready. This five-step process takes under a minute and ensures every receipt is stored and accessible within your Xero account.
Steps
- On Xero's main dashboard, head to the top-left corner and click the Company tab.
- Select Files from the list of options in the menu.
- Find and select the folder where you want to upload the receipt.
- Click Upload File and choose the receipt you want to add.
- The receipt is now successfully uploaded to the selected Xero folder and visible in the file list.
