Note: This is only available for farms using Xero accounting software.
When you are working in your livestock tracker adding actual sales or purchases, you have the ability to attach supporting files or documents. These files will be attached to the Xero invoice upon saving the transaction. You'll then be able to view the files in both Figured and Xero.
Attaching a file in Figured
To attach a file to your livestock tracker, you'll need to be raising an actual sale or purchase.
On checking post to Xero, you'll be shown the attachments option. You can then attach any file, provided it's less than 25MB and is in line with Xero's supported file types. Figured supports attaching multiple files.
As soon as you save the transaction, the invoice will be raised in Xero with any details you entered, including the attached files.
Viewing the attached file - Figured
If you'd like to view a previously attached file in Figured, you'll need to be in your livestock tracker and in View transactions.
Use the filters to display your transaction, and click View.
That will open up your Figured transaction for you to view. Click Attachments > ... > Download on any file you wish to view.
Viewing the attached file - Xero
If you'd like to view a previously attached file in Xero, you will need to open the Xero invoice. You can get to the Xero invoice by using one of two ways:
Open the invoice from Figured
Manually navigate to the invoice in Xero
To open it directly from Figured, you'll want to be in View transactions and filtered for your transaction. Click on the Xero status link (it will say Posted / Paid / Approved / Deleted if it has a Xero link):
That'll open up the invoice for you in Xero, and then you'll be able to see and download any attached files.
