Xero’s Release – ‘Side by Side Files’ will make the job of data entry much more efficient. No longer do you need two monitors to enter your bills and receipts.

Bills Workflow:

  1. Email your bills into your Xero Files using your Xero Files Forwarding email address OR drag and drop your files into Xero
  2. In the Files section of Xero highlight the bill you wish to process
  3. Click on the Add to new menu, and choose Bill
  4. The file will open next to the transaction you are processing for efficient data entry
  5. You bill will also be attached to this transaction

Receipt Workflow:

  1. Email your receipts into your Xero Files using your Xero Files Forwarding email address OR drag and drop your files into Xero
  2. In the Files section of Xero highlight the receipt you wish to process
  3. Click on the Add to new menu, and choose Spend Money
  4. The file will open next to the transaction you are processing for efficient data entry
  5. You receipt will also be attached to this transaction

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Xero’s Release – ‘Side by Side Files’