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To remove a file in classic invoicing or any other type of transaction:. Open the transaction or item your file is attached to. Click the file icon. Click the options icon next to the file you want to remove. If you want the file to remain attached to the transaction but no longer visible to your customer, click the options icon, then select Don't include with [item].
Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central. Overview Attach files to transactions and items in Xero from the file library or from your device. View and download or delete a file that's attached to a transaction or item in Xero. Web iOS Android. What you need to know Attach a file when you create a new transaction or edit an existing transaction.
You can attach files to: Spend and receive money transactions Bills, invoices and expense claims Overpayments and prepayments Credit notes, quotes and purchase orders Manual journals Contacts Chart of accounts Inventory items For spend and receive money transactions, bills, invoices and expense claims, you can create a new transaction from a file in the file library , as well as from the transaction itself.
About attaching files When you attach a new file to a transaction, it's only visible to you and other users of your organisation. You can choose to make the file available as an email attachment and visible on the online version of the transaction available with invoices, credit notes and quotes. If you make a file available as an attachment, the file automatically shows on the online version of the transaction. You can choose to include the file as an email attachment each time you send the transaction to a customer.
Unless it's attached to a Xero Expenses transaction, files that you attach from your device straight to a transaction or item aren't automatically saved in the file library. Files saved in your file library inbox folder are removed from the inbox as soon as they're attached to a transaction. When you attach a file to a transaction from a different folder, the file stays in the folder.
In classic invoicing, you can attach a file directly from your device or use a file from the file library. When you create an invoice using new invoicing, you can only attach a file directly from your device. When you create a quote , you can only attach a file directly from your device. Attach a file already in the file library You can attach a file from your file library in classic invoicing and all other types of transactions.
To attach a file from your file library: Open the transaction, item or account. Upload and attach a file from your device To upload and attach a file from your device in classic invoicing and all other types of transactions, excluding quotes: Open your transaction, item or account. Upload and attach a file in new invoicing To upload and attach a file in new invoicing: Open the invoice you want to attach a file to.
Click Attach files , then click Upload files. Upload and attach a file to a quote To upload and attach files to a quote: Open the quote you want to attach a file to. Click Attach files , then click Select files to upload a file from your device. To make the file visible on the online version of the quote, select Send with quote. You can: Take a photo on your phone. Choose a photo from your phone.
Choose from files on your phone. Attach files to these transactions and items: Receipts Spend and receive money transactions Quotes Bills Invoices Tap the menu icon, then tap Attach Files. About viewing a file Use the side-by-side view to preview a PDF or graphics file when you're creating an invoice, bill, spend or receive money transaction. When you edit a draft or awaiting approval bill, the side-by-side view displays automatically.
The side-by-side view isn't available on quotes, purchase orders, new invoicing, when you're viewing transactions, or when you create a spend or receive money transaction during bank reconciliation. View or download a file from a transaction In the transaction, click the file icon. View or download a file from the file library Click the organisation name, then select Files.
Select the folder where the file is stored. Click the name of the file you want to view. To view a file: Tap Sales or Purchases and open the transaction. Below the total, tap the file icon. Tap View Attached Files. Tap the file name. Tap the file attachment below the total.
Optional To preview multiple files attached to the same transaction, swipe left or right. Web Android. To remove a file from a quote or in new invoicing: Open the transaction you want to remove a file from. Xero is beautiful accounting software. Let's begin by having your Windows PC fully booted and prepared. Start your browser and download Android Emulator. After you've found the right official installer, you can download and get the installation. Based on the speed of your connection to the internet, the download could take several minutes.
After the download has been completed, open the installer. Choose the directory where you want to install the Android emulator. Once done with the installation, find the shortcut icon on your main desktop--double-click on it to launch the emulator.
You'll need to sign into your Google account as this is your first time launching the Play Store App. You may also sign up for an account in case you dont have one. After you log into your account, you'll be presented with the Play Store's selection of apps that are available for download.
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