Manage files in your file library in Xero for iOS

Add, delete or share files from your file library in Xero for iOS.

To access other folders in your file library, tap Inbox and then tap on the name of the folder.

Add a file

Upload from the Dashboard

  1. From the Dashboard, tap +.
  2. Tap Upload to Files Inbox.
  3. Tap on the photo to open it, then tap Upload.

Upload from the Files Inbox

  1. Tap the menu icon Image of the More menu icon in Xero for iOS. on the Dashboard.
  2. Tap Files.
  3. Tap Upload Files...
  4. To take a new photo and upload it: tap Take Photo, take the photo, then tap Use photo once you're happy with it.

    To upload a file from your phone: tap Choose File, select where the file is located, tap on the file to open it, then tap Upload.

Delete a file

  1. Tap the menu icon Image of the More menu icon in Xero for iOS. on the Dashboard.
  2. Tap Files.
  3. Swipe to the left on the file you want to delete, then tap Delete.

Share or copy a file to another app

You can copy or share a file with another app if you can preview the file in Xero for iOS.

  1. Tap the menu icon Image of the More menu icon in Xero for iOS. on the Dashboard.
  2. Tap Files.
  3. Tap on the file name.
  4. Tap the share icon Image of the share icon in Xero for iOS.
  5. Tap on the app that you'd like to open the file in, or choose the action that you'd like to perform.
If you make a change to the file in another app, you'll need to upload the file into Xero again.