How to save receipts for business in Xero

As a business owner, keeping track of receipts is an important part of maintaining the financial health of your business. With Xero mobile, you can quickly and easily attach receipts to transactions, ensuring that you have all the necessary documentation in one place. In this blog post, we’ll show you how to attach receipts on Xero mobile.


Step 1:     Open the Xero mobile app

To attach receipts on Xero mobile, you’ll need to have the app installed on your mobile device. If you haven’t already done so, you can download the app from the App Store or Google Play. Once you’ve downloaded and installed the app, open it on your device.

Step 2:     Press the + symbol on the top right of the App. From the dropdown menu, choose Upload to file Inbox and then choose, take photo

Step 3:     The Xero App will open up your camera. Lay your hardcopy receipt on a flat surface and take a photo of it. If happy with it, click Use Photo If blurry, click Retake

Step 4:     On your computer desktop, open Xero, click on arrow next to your business name and click Files.  Here is where you will find all your uploaded receipts ready for attaching to your transactions.

Learn how to attach your receipt to a transaction in Xero

Location: Emerald VIC 3782, Australia

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