Delete a file from a transaction or item

Delete a file you've attached to a transaction or item. You can delete it completely or move it to the file library. Your user role determines if you can delete files.

  1. Open the transaction or item your file is attached to.
  2. Click the file attachment icon Image showing file icon with one file attached..
  3. Click the options icon next to the file you want to remove, then click Delete.

    Image showing the delete option.

  4. Either:
    • Click Delete to remove the file from the library and from Xero
    • Click Remove & Save to File Library to move it to the file library Inbox.

    Image showing the remove and save to file library option.