Manage folders in the file library

Create, rename or delete folders in the file library so you can easily manage your file attachments. From the file library you can see which transactions your files are attached to.

About creating, renaming or deleting a folder

  • There are 2 folders already set up in your file library: Inbox and Contracts.
  • Delete or rename any folder in the file library, except for the Inbox.
  • Once you've attached a file to a transaction, Xero removes it from the Inbox. If you want to save your files in the file library, or use them in multiple new transactions, move them out of the Inbox and into a folder.
  • If you delete a folder that contains files, Xero will ask if you want to move the files to the Inbox.

Add a folder

  1. From the header, click the file icon Image showing the file icon.
  2. Click New folder.
  3. Name your folder.
  4. Save.

Rename a folder

  1. From the header, click the file icon Image showing the file icon.
  2. Click the name of your folder.
  3. Open the Options menu and choose Rename.

    Image showing the Folder Options menu and Rename selected.

  4. Rename your folder.
  5. Save.

Delete a folder

  1. From the header, click the file icon Image showing the file icon.
  2. Click the name of your folder.
  3. Open the Options menu and choose Delete.
  4. Click either:

    • Remove, or
    • Remove & Delete All Files.