Supported Xero Transactions

Overview

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.

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 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 to be configured as a Financial Advisor in General Settings. Reports need to be published first to attach to it. 

For more information on how to install the SmartVault Toolbar for Xero, see Install SmartVault Toolbar for Web Browser.

For more information on attaching documents using the SmartVault Toolbar for Xero, see How to Attach Documents using the SmartVault Toolbar.

Supported Xero Transactions

 

 

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