18/10/2026
Notice a change in your Xero dashboard? 👀
‘Files’ hasn't vanished—it has simply been renamed ‘Documents’ and moved to the Accounting menu.
Along with the new name, Xero’s upgraded Smart Document Capture feature streamlines your record-keeping by allowing you to:
📸 Capture seamlessly: Upload, email, or photograph bills and receipts instantly.
🤖 Automate data entry: Extract key information from documents.
🖇 Match smart: Pair documents to existing transactions with learning software that adapts to your patterns.
💲 Handle credit notes with ease.
It even gets smarter the more you use it! Plus, you're always in the driver's seat—you review and approve every match.
If you need support with Xero setup or training, get in touch with me!