You can attach documents using the new SmartVault Toolbar for Xero. The list of supported entries to which you may attach documents is shown below. Documents attached to these transactions are uploaded to their respective folders in SmartVault. These folders are located in your vault at Applications\Xero\Documents.
For more information on how to install the SmartVault Toolbar for Xero, see Install SmartVault Toolbar for Web Browser.
For more information on how to attach documents using the SmartVault Toolbar for Xero, see How to Attach Documents using the SmartVault Toolbar.
|Main Category||Entry Type||Suggested Documents to Attach|
|Bank Account|| |
Bank statements, fee statements, correspondence
|Account||Bank Account/Transfer*||Transfer Documentation|
|Checks/Spent Money*||Checks, Cash receipts|
|Account||Expense Claim|| |
Expense report, supporting documents
|Account||Expense Claim/Receipt||Expense Receipts|
|Account||Fixed Asset*||Depreciation schedules, tax forms|
|Account||Fixed Asset/Inventory Item*|| |
Photos, Bill of Sale
|Account||Purchases/Bill||Bills, Approval letters, supporting documents|
|Account||Purchases/Payable Credit note||Refunds/credits, invoices, checks, email|
|Account||Purchases/Repeating Bill||Invoices, email|
|Account||Sales/Invoices||Invoices, timesheets, expense receipts|
|Account||Sales/Receivable Credit note||Refunds/credits, Invoices, checks, email|
|Advisor Journal||Sales/Receivable Credit note*||Supporting documentation, email|
|Contacts||Contact/Archived*||Photo, Correspondence, email|
|Contacts||Contact/Customer||Photo, correspondence, email|
|Dashboard||NA||Annual reports, financial documents, objectives, general information|
|Report*||Reports, spreadsheets, worksheets|
|Settings||Chart of Accounts||Privacy notifications, terms, contracts|
The SmartVault Toolbar for Xero is only supported in Firefox, and Chrome.
Transfer attachments can be added under manage account then account transactions
Checks can be attached to under the account transactions.
Fixed Assets and Inventory items have to be approved by someone in an Advisor role before it will allow you to attach to it.
The Advisor Journal requires the user being configured as a Financial Advisor in General Settings
Reports needs to be published first in order to attach to it