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23/11/2022 Attachments Through to Xero
23/11/2022 Attachments Through to Xero

You can now send your attachments through to Xero

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Written by Info
Updated over 2 years ago

Posting Attachments Through to Xero

When posting invoices to Xero, you now have the option to include all attachments that have been added to the job.

When you turn this feature on it will:

  • send all attachments from each job to the invoice in Xero.

  • send attachments for all clients

The attachments will come through as links on a job summary report which is attached to the invoice. Clicking on the blue text will open the attachment.

For steps on how to set the feature up see the Attachments Through to Xero Article


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