Why / when to use this
Accepts the file types the assistant can process into Xero drafts. Spreadsheets (XLS, XLSX, CSV) are read as tables: your assistant picks which columns to use automatically, unless you say otherwise.
How to do it
Send PDF, JPG, JPEG, PNG, HEIC, XLS, XLSX or CSV. Keep the whole email under 25 MB. For a spreadsheet, you can leave column choice to the assistant, or say which columns to use (for example date, amount, description, account). You can also save column preferences as a rule.
What happens next
One file → one draft, except:
- Exactly one spreadsheet and one PDF or photo, and you do not say separately or batch → one draft from the spreadsheet, with both files attached.
- “Process the PDF” / “process the Excel” → only that type is read; other files may still be attached.
Example
cashbook.xlsx + statement.pdf in one email
If something goes wrong
Word docs, ZIP files and most other types are skipped. Over 25 MB: split the email. To treat the spreadsheet and PDF as two jobs, write separately.