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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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  • Caren Squire commented  ·   ·  Report

    We currently store many documents in the Xero Files section, and they are saved in folders named the month and the year that the invoices are paid in (they are contractor's invoices, so they go through payroll but cannot be attached directly to the transaction as with other documents). The Xero Files area is now becoming congested and unwieldy, which is now becoming a real problem for us. If we could have a Financial Year folder with each month's folders contained within it, that would make life so much easier and make the Xero Files area so much tidier.

  • Gurdev Singh commented  ·   ·  Report

    I have requested several years ago. Can this be actioned or developed ?

  • Asha Browne commented  ·   ·  Report

    It would be so helpful if we can create financial year parent folder with sub folders within for BAS, payroll, reporting etc - and then my clients can easily navigate and access their saved files all in one place securely rather than us having to link them to sharepoint. im getting increasingly worried about security too when sending links/docs through email - so it would be great if we can just say their reports are in a particular sub folder in xero files.

  • Jacco du Toit commented  ·   ·  Report

    I would like to promote this as a practical feature. Currently it is only used to link supporting documents to transaction documents. This feature is available in other software and it would be of excellent value if a company can use this to file company secretarial documents for example, keeping all documents in the Xero database as opposed to storing documents separate in other locations.

  • Natasha Allnutt commented  ·   ·  Report

    Can we please add the option to Create a main folder and have sub folders - so that for example we could have years 2022,2021,2020 and in the drop down folder/file be able to add all the folders/files we need for that year.

  • Susan Voutier commented  ·   ·  Report

    I would really like to see this too. I find it pretty frustrating at the moment because as the years go by the File area becomes congested and it is harder to find what you want.

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