Of course if you’re going to keep files in the library you will need to work out a system for managing the files or things might get untidy very quickly.

You can create, rename or delete folders in the file library so you can easily manage your file attachments. From the file library you can see which transactions your files are attached to.

Xero has two default folders in Xero; Inbox and Contracts. When you send files to Xero using the unique email address they will land in the Inbox. They will be removed from the inbox when you create a transaction (unless you move them into a folder).

It’s easy to create and rename folders in Xero. Just choose the  icon, click + New folder, give it a name and save. It’s just as easy to rename the folder. Click the name of your folder, go to options and choose Rename. Rename the folder and save.

If you need to delete a folder go back to options and choose Delete. You can decide to move the files to the Inbox or permanently delete them.

You will want to create some sort of structure to your folders so that you can easily find the files you’re looking for. If you need help with structuring your filing system then let us know; we’re here to help.

To find out more, contact Kim Hamill today on 03 307 8448 or kim@yoa.co.nz.