How to Upload Receipts to Xero Folders

Quick summary

Xero's Files feature lets you upload receipts directly into organised folders from the main dashboard, keeping financial documents centralised and audit-ready. This five-step process takes under a minute and ensures every receipt is stored and accessible within your Xero account.

Steps

1. On Xero's main dashboard, head to the top-left corner and click the Company tab.
2. Select Files from the list of options in the menu.
3. Find and select the folder where you want to upload the receipt.
4. Click Upload File and choose the receipt you want to add.
5. The receipt is now successfully uploaded to the selected Xero folder and visible in the file list.