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Files - Ability to have sub files

Files is a great feature to use, to make it even more user-friendly it would be really useful to have a high level folder e.g. for the current FY, with the info sitting in sub-folders under it. that way you hold multiple years worth of info there, keeping it well-organised, easy to find and manageable.

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Alison Marshall shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊

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  • SEAN CAIRNS commented  ·   ·  Report

    we outsource our book keeping to our accountant and have folders for every month for the receipts - the list of folders is becoming non managable as we have alot and we would like to create main folders for every year and have the months as sub folders. Every other system on the market gives you the ability to have main folders and sub folders so i am surprised xero is still far behind with this technology.

  • Nilima DSilva commented  ·   ·  Report

    Would love to see this happen sooner rather than later as it will be so much easier to navigate through the documents for each year without too much clutter.

  • Caren Squire commented  ·   ·  Report

    Hi Peace, I asked that very question back in February, but didn't get a response from Xero - hopefully you have more luck than I did 🙏🤔

  • Sejel Padyachie commented  ·   ·  Report

    Would love to see this brought in soon as we are moving more into the digital platform with filing as well

  • Michelle Goss commented  ·   ·  Report

    This would be such a great feature, and one that so many are asking for.

  • Jo-anne Wingrove commented  ·   ·  Report

    Subfolders are completely necessary to make using the files function possible. At the moment I cannot use this function as there would be no organisation to my folders making it difficult to locate anything. Xero please look into this ASAP :-)

  • Suzanne Bailey commented  ·   ·  Report

    Having sub folders would be fantastic as you can then add the folder from a particular financial year into a main folder for that year, once it has ended, which would make the folder list less onerous to navigate and quicker as well

  • Melanie Raymond commented  ·   ·  Report

    Honestly, Bank statements add up QUICKLY. I don't want 100s of files sitting on my main page. just the primary headers with sub folders denoting the account and the year.

  • Damian Codotto commented  ·   ·  Report

    Xero, this is something that will make my files so much easier to find and manage. Please move this up in your dev queue.

  • Caren Squire commented  ·   ·  Report

    Xero.... Do we have any ETA on this feature? It would make a lot of peoples' lives a lot easier as per all of the comments.

  • Heidi van der Linde commented  ·   ·  Report

    Yes, agree to this! This would clean up an often overly cluttered file library, as well as allow for quick, easy access to relevant info - within either a financial year or another category

  • Elaine Gill commented  ·   ·  Report

    Yes many of our clients ask about this as they would like to "archive" previous years documents so grouping by year would be perfect for this.

  • Anna Stephenson commented  ·   ·  Report

    Definitely agree - we have many years' worth of folders now, and they are all listed individually. Would love to be able to nest previous years subfolders under a master folder for each year.

  • Janet Parker commented  ·   ·  Report

    I want the ability to create sub-folders in Xero Files to organise files better - otherwise the list of folders becomes too long and harder to navigate.

  • Antoine Ollivier commented  ·   ·  Report

    Definitely need a sub folder feature in Xero files. Little bit ridiculous that it wasn't thought of in the first place. You can't have a tidy filing system to easily find the documents you want without subfolders.

  • Lee Yi Ong commented  ·   ·  Report

    I strongly recommend to have main folder and sub-folders in Xero Files. Please develop it and make the Files more tidier. Hope to see the changes soon!
    Thank you.

  • Brad Reed commented  ·   ·  Report

    I strongly comment the 'context' of this idea. Just to add my thoughts:
    With the recent expanded function of Folders (quotes, invoicing, etc) it really requires the folder structure not to change throughout the project. This does not allow the creation of a new folder, say 'Report' allocating tasks etc to it, and running and user created custom 'folder brief' report. If this is done then the task has to be re-allocated to the original. So, in some way if a 'default' or 'primary' folder structure was available, then a secondary folder structure was available then the grouping of tasks would be possible.

    Another thought just regarding the creation of a folder brief report (or project brief report) based on a user custom report is the addition of a boolean logic 'radio button' giving the user the ability to report only on tasks (and associated notes, docs) which are not ticked a closed. In other words, a custom job brief report option for tasks not ticked as closed, or perhaps tasks which have been scheduled, and the report date lies between the start and end date.

    Anyway, in essence the functonality of folders is great, just that there is in my opinion a need for secondary folder structure where tasks, etc may be allocated to a single, or even multiple 'folders'.

    OR... the ability for users to create reports etc, based on boolean logic and/or queries on system fields and/or custom fields.

    Thank you.

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