Xero is beautiful accounting software that allows you to keep your files and documents together with your accounting transactions. Did you know that you can email files directly to your Xero Inbox?
Each organisation within Xero has a unique email address. You and your colleagues can email files directly to your Xero Organisation from your own email program.
The Xero file library has a default folder called Inbox which is where your emails will be received. The inbox works like a workflow manager. The files in your inbox are your work in progress. Files are removed from your inbox when you attach them to a transaction. That’s why you don’t see many, if any, of your files in the Xero Files library!
Finding your Xero Email Address
Go to the Xero Files Library by clicking on the File folder icon in the header.
Your Inbox is displayed. Any items that have been uploaded previously via Xero Online, email or the Xero App, that have not been attached to a transaction, appear here.
The unique email address for your Xero Organisation is displayed on the right.
Copy this email address and add it to your address book in your email program.
All emailed files will end up in the Inbox. If you want to continue to see your files in the the Xero Files library after you attach them to a transaction, you must move them to a folder before you attach them to a transaction or contact. To do this, simply drag the file to the folder you want.
Synkle copies the folder structure from the Xero File library to your Synkle folder on Google Drive. Once in Google, you have the powerful Google search features that can enable you to find and share files easily.
Sign up to Synkle to backup your Xero Files to Google Drive!
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