PayUWith countless records, financial statements, and client files to juggle, having an efficient system isn’t just a convenience – it’s a necessity. Xero integrates with plenty of apps that go beyond Xero’s inbuilt features and let you sort documents online. Because data flows between Xero and the connected apps, tasks completed in one place are reflected across the software. This means less admin for you, and more time for your business. With digital documents, you can store, organize, and retrieve files with just a few clicks, giving you instant access to the information you need. Imagine you’re trying to meet an urgent deadline, respond to a client query, or handle an audit, having quick access to the documents you need can be a lifesaver.
- Advanced security features, like encrypted access and granular permissions, protect sensitive financial data, giving you peace of mind.
- Hubdoc has a user-friendly design that makes it easy to start uploading documents and syncing data.
- Right out of the box, Xero includes its own file management system.
- Data from the documents imported into Hubdoc can be read and converted into transactions.
Automate routine document tasks
This is a fairly self-explanatory feature that allows you to set customer credit limits. One of the most useful reports is the ability to create reports based on tracking categories. You can also add placeholders to the template, such as customer name, and they will be replaced with information from Xero. My gripe is the inability to attach a transaction to more than one file. OK thanks Matt – I understand it’s not possible to do what I need easily – create multiple copies of a transaction with the same document attached.
If you want to add a file to an existing transaction, you can click on the documents icon and add a file that you already have in Xero files. Foster a culture of continuous improvement to adapt your practices as your business evolves and compliance standards change. Regularly review workflows to ensure everything is as it should be.
Xero gives the team at Popcorn Shed more freedom
All pricing plans cover the accounting essentials, with room to grow. Proper indexing ensures you can quickly produce documents if you ever need to produce them for an audit or inspection. Invest the time creating proper conventions now and save yourself time using xero files to manage your documents later down the road.
AccountKit
In Hubdoc, you provide your bank credentials so Hubdoc can automatically retrieve your bank and credit card statements. If you integrate Hubdoc with Xero, you can also have Hubdoc push those statements right into Xero Files. When our bookkeepers go to work on one of our bookkeeping clients, all the needed bank and credit card statements are already in Xero Files. You can easily add additional files and any other folders you might wish to add. Xero plans are based on the number of bills, invoices, and bank transactions. Sort files online, monitor your cash flow, and add apps for extra functionality.
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You can drag or drop files just like you would in Dropbox, and you can email documents too (so when you receive a bill from a supplier, you can just hit ‘forward’). If she does invoicing and attaches files they are gone from the file library because they are not filed. Best way to keep track of this is to move your files from the Inbox to a folder, where they’ll stay regardless of whether they’ve been attached or not.
Within Xero Files, documents can be uploaded and used to create transactions or organized into folders. First of all, we want our processes across all of our clients to be consistent. Secondly, we do not want the ability to work on a client to be limited by access problems. If the documents are stored in Xero Files, then all of our staff members that have access to that Xero organization can have access to the needed documents.
- Easy-to-use accounting software, designed for your small business.
- You can also add placeholders to the template, such as customer name, and they will be replaced with information from Xero.
- Xero Central gives you nuts and bolts information on Xero’s document management software.
- Imagine you’re trying to meet an urgent deadline, respond to a client query, or handle an audit, having quick access to the documents you need can be a lifesaver.
- You can even attach multiple documents to the same transaction.
Files allows you to store documents securely within your Xero account. Today we are sharing one example of how we have been using Files in Xero with our clients. Xero Files is a basic document storage system and a great tool to start getting organized. It is very useful for keeping important internal documents, like contracts, payroll quarterlies, and sales tax filings, at your fingertips. If you have lots of documents to keep track of, a more automated document processing and filing system like Hubdoc might be exactly what you need.
You might want to attach a photo file to a client’s contact details or attach a supplier invoice to a bill for instance. As an added bonus, if you have scanned or PDF copies of bank or credit card statements that need to be converted into bank imports for Xero, this is the perfect solution. We often use it to recreate historical data for Xero when live feeds or quality CSV files aren’t available. Many of our clients use other document storage systems such as Dropbox or the like.
Xero’s centralised online document storage keeps your business organised. Easily find files and attach them to invoices, bills, receipts, inventory items, and contact records. Find and share documents with your accountant or bookkeeper faster. Xero’s centralized online document storage keeps your business organized.
This is particularly helpful if you are working from a smartphone or tablet. If your files are already scanned into your computer or saved as PDFs, then you can drag and drop one or many files at once into Xero. Once the file is in Xero, you can file the document or create a new transaction from the document. Attach files to new transactions in Xero when you spend or earn money. Xero does not provide accounting, tax, business or legal advice. You should consult your own professional advisors for advice directly relating to your business or before taking action in relation to any of the content provided.
