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. 😊
-
Caren Squire
commented
MYOB has this feature as standard, but despite how many years of requesting this feature, we appear to be no further along. In July of 2024 we were told that the "team are planning to take a deeper dive into" the ability to have sub folders, but two financial year ends later we still have no prospect of storing documents in a relevant way for accountants to easily pick up the information that they need, and no further indication from Xero as to when we can expect it to be implemented. For us, as bookkeepers, our files are just so cumbersome when trying to find anything (in all of our clients' document storages), even with folders set up for annual records, it is becoming a joke now, and despite the large subscriptions that are paid to Xero by each of our clients, we now have to look at some other way to store our files, which is very annoying after years of asking for this sub folders feature to be added, especially with the feature being standard from Xero's main competitor. 😡
-
Gurdev Singh
commented
I suggested this around 15 years ago, and i have not seen any progress. I have stopped suggesting.
-
Natalie Ker Watson
commented
I can not believe that after 4 years of this original suggestion, this still hasn't been implemented!
This is extremely poor service from Xero.
-
Deborah Given
commented
Please add ability for Subfiles to Xero Files.
Each time another financial year ends, it gets harder to keep folders relevant for the accountant, as in easy to find without renaming or renumbering folder names. -
Maggie Russell
commented
Can we have the subfolders back in the new Files area please - I use them to store attachments and Bank Statments and do not want them all in the Archives.
Also can we have the ability back to have other than just one Inbox as Used to have a file called To Do Expenses which filtered out of Inbox until I was ready to do them once a month.
-
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?