How to attach your receipt to a transaction in Xero

How to attach a receipt to a transaction in Xero
If you have not read our Blog How to save receipts for business in Xero read this before learning how to attach your receipt to a transaction in Xero. 

This is truly the best way of storing your receipts.  Below are our favourite highlights of
why saving your receipts to your transactions makes sense.

  • The receipt will always be with the transaction.  No more hunting for it.
  • You won't need to keep a hardcopy if you don't want to as it is saved in Xero
  • The receipt will never fade like a hardcopy version does
  • It can be used as Proof of Purchase if the transaction is under warranty
There are two ways you can attach your receipts to the transaction and we will go through both ways.

Follow our steps below on how to attach your receipts to a transaction in Xero.

Attach a receipt to a transaction by creating a Bill

Step 1:     Open Xero on desktop

On your Dashboard in Xero, click on the down arrow next to your business name and then click files.

Step 2:     Tick the box next to the receipt that you added to files from the instructions  How to save receipts for business in Xero  Then click, Add to new Bill.

Step 3:     From is Business Name - Date is date of purchase - Due Date is the date it was either paid or due to be paid - Reference is Invoice No: or Receipt No: - Description is what was purchased - Qty is 1 unless you need to itemise transactions on the invoice or receipt - Unit Price is total of Invoice or Receipt - Account is the Account Code you need to allocate it to.

Step 4:     Once all the information is added, click Approve.  Thats all you need to do.


Attach a receipt to a reconciled transaction

Step 1:     Open Xero on desktop

On your Dashboard in Xero, on your bank screen, click on the 3 vertical dots right of the bank name.

Step 2:     Click on Account Transactions and find the transaction that you want to attach the invoice or receipt to.

Step 3:     Click on the transaction and on the left of Options on the top right hand side of the transaction screen is a symbol that represents a document, click on it.

Step 4:     Then click Add from file Library and tick the box of the invoice or receipt you want to attach to this transaction.  Thats all there is to it.

How to attach a receipt to a transaction in Xero


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