Delete a file attachment

Delete a file you've attached to a transaction or item and move it to the file library. You can also remove a file from the file library. Your user role determines your access to files.

Delete a file from a transaction or item

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

  4. 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.

Delete a file from the file library

  1. From the header, click the file icon Image showing the file icon.
  2. Select the checkbox next to the file you want to delete.
  3. Click Delete.