Xero now Fully Document Enabled - called 'Files' - Katalyst Cloud & Business Services, specialists in Xero and WorkflowMax

Xero has done it, they have gone fully document enabled!  And (insert appropriate swear word), it is awesome!!!

We have been talking about this for some time, so we are absolutely stoked they have done it.  Quite simply called Files, it is awesome!!!

You can now:

  • Attach multiple documents
  • Attach documents to spends and receives
  • Attach multiple format documents – jpgs, excel, pdfs etc
  • Add purchase orders to Sales
  • Plus more

Under Settings, there is now a file link, you can add folders to organise docs.  You can do a bulk upload, then assign them as you wish.  You can create Sales and Bills etc from the Files menu.

Click the screen shot to check out the video:

Screen Shot 2013-10-21 at 10.47.24 AM


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