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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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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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.
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Graham Doessel commented
Any movement on this yet?
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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?
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April Mertens commented
With a new year, this is becoming more critical.
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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.
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Jo-anne Wingrove commented
@Kelly Munro is there an ETA on this?
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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 🙏🎈
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Gina Irwin commented
This would be such a helpful feature for long term Xero customers to organise their files!
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Andrea Stuart commented
Subfolders in Xero's File Library please.
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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.
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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.
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SEAN CAIRNS commented
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.
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Nilima DSilva commented
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.
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Bryn Heatley commented
Looking forward to this being added. Thanks!
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BDO Northland Whangarei Audit commented
This is super important. Thanks.
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Caren Squire commented
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 🙏🤔
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Peace Lawal commented
Any ETA on this?
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Sejel Padyachie commented
Would love to see this brought in soon as we are moving more into the digital platform with filing as well
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Michelle Goss commented
This would be such a great feature, and one that so many are asking for.
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Jo-anne Wingrove commented
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 :-)