Xero Training Videos

This page is a growing library of short, practical video tutorials designed to help you build confidence and use Xero more effectively.

Add an attachment to a transaction in Xero

By Deborah Cambell | 11 February 2026

Learn how to attach supporting documents, such as supplier invoices, to a bank transaction in Xero - including how to add attachments to transactions that have already been reconciled. Saving invoices to transactions throughout the year makes year-end much easier.

Dissect a payment in Xero

By Sarah Slater | 10 February 2026

In this video, we walk you through how to dissect a payment on your reconciliation screen in Xero. We demonstrate this using a transaction from New World for $34.60, where we purchased toilet paper for the office costing $4.35. We’ll show you how to categorize the business portion correctly and separate it from personal expenses.

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