With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system. Trusted by thousands of accountants across the world to efficiently run their practices. Save time and admin costs. Capture, track and manage expense claims with ease. We have found that using Xero Files is an ideal way for us to be able to share and store such documents.
We have been using Xero since with our bookkeeping firm. One of our favorite features in Xero is Xero Files. Each Xero organization has their own Xero file library. The Xero file library contains an Inbox, Contracts folder, and any other folders you wish to add. You can upload most standard file types into Xero Files except executable, audio or video files.
Each file must be less than 25MB. There are multiple ways that you can upload into Xero Files. Carbonate HR. Inventory See all. DEAR Inventory. Unleashed Software. CRM See all. Capsule CRM. Breadwinner for Salesforce. Or do I archive each month and put each month in a file Hope this makes sense, Any help appreciated. Hi, We are looking at implementing the same thing, uploading our bill invoices received against our invoices to pay in xero so that they are available to our staff and auditors remotely to view.
I understand there is no hard limit regarding storage, but assume there will be once this function becomes popular, we don't want to lose our scanned invoice bills when this comes to. Is there an archive function available for storing these documents at the end of each financial year?
Thanks, Melissa. We are moving to paper free. We currently attach every supplier bill in Xero and dont keep a paper copy. We are about to start the same for sales invoices and will store customer purchase orders against invoices. I am concerned that by the comment "we're not a document storage solution" - then what is this feature for? We chose Xero because of this feature but now Xero seem to be backing away from it - can I rely on it going forward or not? Also, I would just like to offer a suggestion for future growth: If hard limits are ever imposed, please, Xero, just allow users to pay for additional storage incrementally, perhaps by the 1- or 5-GB block, at a market rate, annually.
Xero could easily contract with them for this or any other document storage solution. Thank you for the ongoing work and for considering this suggestion. I have slightly different issue with file storage. Gunstar Heroes White Saga. Commissions, Requests, etc. Nintendo Grand Summer Fire Emblem: Heroic Summer. Princesses Secret Asuna Yuuki: Flash Focus Inktober Inkling Index Pokemon World Summer BoutiqueShipping Halloween Costume Party SwApril Pokemon World Summer Crossfade.
Final Smash Festival Rose of MayThere's no hard limit, but then if you were to upload the entire internet you'd run into problems- we're not a document storage solution:) Reasonable use here: The average small business with a mix of documents can comfortably store around 9 years worth of documents using 1GB of storage. This could represent 20, word docs (50k each), 10, PDFs (k each), or .