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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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  • Deborah Given commented  ·   ·  Report

    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

  • Caren Squire commented  ·   ·  Report

    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  ·   ·  Report

    This would be such a helpful feature for long term Xero customers to organise their files!

  • Sarah Cullum commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • 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.

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