Download and view a file attachment

Download and view a file that's attached to a transaction or item in Xero. Your user role determines your access to files.

  1. Open the transaction or item your file is attached to. Click the account balance in the YTD column to open an account in your chart of accounts.
  2. Click the file attachment icon Image showing file attachment icon..
  3. Click the file.

    Image showing the file attachment.

  4. Click the download file icon Image of the download file icon..