Create a new transaction directly from the file library

Create a new sales invoice, bill, expense receipt, or spend or receive money, directly from a file in the file library. Xero attaches your file directly to your new transaction. You can preview the attached file when creating a new transaction. If your attached file is from the Inbox in the file library, Xero removes it from the file library.

About creating a new transaction directly from the file library

  • You can attach multiple files to a new transaction, using the same steps as attaching one file.
  • Automatically preview attached the attached file in the new transaction window.
  • Xero keeps a copy of your attached file in the file library, unless your attached file is from the Inbox in the file library.

Create a new transaction directly from the file library

  1. From the header, click the file icon Image showing the file icon.
  2. Locate the file you want to attach to the transaction. Select the checkbox next to it.
  3. Click Add to new and select the transaction type you want to create and attach the file to.
  4. Preview the attached file when creating a new transaction

    Automatically preview image and PDF files in the new transaction window.

    Image of a file preview next to a new transaction form.

    • To open the file preview in a larger window, click the arrow icon.

      Image of an arrow icon pointing upward and to the right.

    • To return the preview to the side-by-side view, click the reverse arrow icon.

      Image of an arrow icon pointing downward and to the left.

    • To close the file preview, click the X icon.

      Image of a 'X' icon.

    • To preview mulitple files attached to the same transaction, click the left or right arrow.

      Image showing preview arrows.

  5. Add and save the transaction.