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.
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. 😊
-
Lea Watt
commented
Please make this a possibility, would be incredibly helpful and keep things tidy!
-
Jen Adil Smith
commented
Please make this possible! It's really messy without sub-folders.
-
Lorraine Roper
commented
Like all your other users I am struggling to manage files without sub folders
When will we receive an update on this function please? -
John Gleeson
commented
Exactly what I want too. Subfolders within FIles for batch storing previous year folders and documents such as bank statements, Credit Card statements and VAT returns.
-
Brenton Wallis
commented
When will this be added?
-
Amber McNamara
commented
Is there any update on this feature becoming a reality?
-
Deborah Given
commented
PLEASE, having sub files is critical to end of year processes.
-
Natalie Ker Watson
commented
The new financial year is coming up. Please can this be actioned ASAP. It will be very helpful for your customers and seems quite backward that it's not available already.
-
Kate Curtin
commented
Having sub-files will allow documents to be filed in financial years (effectively archived). Very important as the document library gets full pretty quickly and makes documents hard to find.
-
Sally Davidson
commented
Any update on this - as with others my files are becoming so large and unwielding - please can we have sub-folders soonest.
-
Graham Doessel
commented
Any movement on this yet?
-
Caren Squire
commented
Any news on this yet, Xero? We were told on Jul 26, 2024 that the team were planning to take a deeper dive into this, and that someone would come back to us when this picks up. The ability to create sub folders in Xero Files is clearly an issue for many practices, and yet more than 6 months since the last comment from Xero, we have heard nothing. It is really disappointing, Xero, that this hasn't been resolved yet, or at least that we have given a time frame for some some action. Do I really have to store my files in a separate system when the Xero subscriptions are already so high, and steadily climbing? Two and a half years (at least) since the idea was first requested, but very little response from Xero. Other accounting packages have this facility, so why not Xero?
-
April Mertens
commented
With a new year, this is becoming more critical.
-
Deborah Given
commented
Are there any updates on the ability to add sub folders please???
The ability to have subfolders for record keeping for specific years is vital for accountant, i.e. bank loan changes, and all other documentation relating to a specific financial years. These documents don't attach to transactions.
It makes it easier and quicker for the accountant to locate specific records instead, of having to scroll down through all the folders until the right year or folder is found.
Thanks -
Jo-anne Wingrove
commented
@Kelly Munro is there an ETA on this?
-
Caren Squire
commented
Having moved all of our clients over on to Xero more than 7 years ago, as you can imagine, each client has its own Files section, some of which are getting so unwieldy that it is becoming a serious. It would make life SOOOO much easier to make some sense of all these folders / documents. So good to hear that a solution may not be too far away now 🙏🎈
-
Gina Irwin
commented
This would be such a helpful feature for long term Xero customers to organise their files!
-
Andrea Stuart
commented
Subfolders in Xero's File Library please.
-
Sarah Cullum
commented
Xero please please look into this soon. We need to share Year end documents with out accountants and have to organise this under the relevant financial year.
-
Riley Smith
commented
I am very surprised that Xero does not have the technology to allow for subfolders. I was going to upload a few years worth of billing invoices that I have organized on desktop, and was very displeased to see I could not keep the same file structure. Really would like this added soon.