Enter your idea

Hi Kelly,
Yes!!!! After this change, we now have to
1-go to the archive tab
2-find the folder we want
3-find the document
4-move it to the folder

And to add to this complete f#@k up. If we need to unlink a doc from a transaction it no longer returns to the inbox. So then we need to scroll through the archive to find it.

Xero developers have added time to our day rather than saving us time.

It is critical that this change be reversed ASAP.

Thank you
Leanne

Oh my! I am not going crazy!!!! This refresh of the files inbox is SO FRUSTRATING!

I have just sent a Help request on this very matter, as the only way I can see unattached files - is by right clicking in a draft bill and then "adding from File Library". I use my Files inbox as a "to do list" or "to follow up and sort out".

It worked great before Xero - don't understand why you needed to change it!!!!

Totally agree! I had many clients using Files to upload there invoicing and then i would create bill but they also put things on the organise there files. Then one day everything has moved to archive and now you can no create folders in the inbox! Some of these clients have not come away from using it and using other ways or i am getting a load of emails with files attached to it. Put it back to how it was! It worked!

agree this new files system is a pain! why does a file automatically go to archived when removed from a bill. makes it so easy to miss things.

another vote to change it

PLEASE change it back. Preparing for Year end is turning into a complete nightmare - it's taking me so much longer to file the documents where they can be accessed by our Accountant and Auditor - so that's going to mean on the flip side that they will now have to charge us more as it's going to take them longer to do our file.
When it happened it said you'd listened to your customers, well how about you listen to all us customers that are completely at our wits end.

Hello Xero,

From the volume of feedback you’ve received, it doesn’t appear that you are taking on board what your customers are saying. I’ve not seen any indication that the issues raised are being reviewed or that you are considering the requests made.

You have a strong product, but this new ‘filing’ system feels poorly thought through and is extremely disappointing. The way the term ‘Archive’ has been interpreted among several other changes has made everyday tasks more time‑consuming, and it’s clear that customer input was not sought before implementation. I now have many unhappy clients as a result.

Before making further improvements to Xero, you really need to go back to the drawing board and look carefully and intentionally at this area.

This new refresh has NOT made it simpler or efficient. I am having to keep changing between screens just to move a file. Can't drag or drop into the archived folder, means I have to first put it in Inbox before moving it. More time consuming and yes more clicks.
Why on earth did you mess with what was already there? This new way is terrible! The old way was way better.
If you MUST have an archive folder, let that be used as required and as chosen by the user. Like - folders from 7 years ago... If I choose to archive it, I can move an entire folder to Archive. Don't force them ALL there! Whoever came up with this idea needs sacking!

This is a dreadful update. I throw items back to the inbox when someone's attached them to the wrong transaction. Now they disappear into the ether with thousands of documents dating back many years. What an ill thought through idea by people who cannot be using the system or they'd realise how dreadful this is.

Yes, agreed
The new inability to drag and drop files directly into the archive folders creates more work.
I can only imagine how much more annoying this is to operators who have a very full inbox, having to locate and select the files they just uploaded, and then move them to the desired archive folder.
Please revert to direct drag and drop to all Files folders.

Please revert this change or enable drag-and-drop into the archive folders. We store bank statements and other end-of-year documents in these folders, organised by financial year. The current process now requires five clicks to upload and save a document instead of one. This change has reduced efficiency rather than improved it.

I totally agree with these comments. The work I do where I use the files takes me twice as long now. You should definitely listen to your customers and go back to how it was! It is not user friendly, time consuming, fumbly, actually not good in any respect.

Please listen to your customers!

I'm so so in agreement with Jenny's comment below. Please let us have the option to change this back. I'm receiving complaints from clients and letting them know we do not like it neither. It is so inefficient and time consuming.

Please, please can the Files box be CHANGED back.

The "new" system is completely unusable, and has thrown our entire client process for new items into complete turmoil!

> The idea of having an "Inbox" for the Inbox is a disaster!!!!

> The new "Archive is a disaster and counter productive

> The movement of files from the "inbox" to "archive is slow, time consuming and has COMPLETELY disrupted our workflow.

> Files I remove from a Bill and move back to the Inbox now seem to DISAPPEAR!!, OR they are place din the "archives" which is a list of over 10,000 items - HOW do i fid the one I want when most are called something generic like "Mobile 31 Dec 142459"

> I have 461 PAGES of items in Archive at a page list of 200 - That is 92,200 files to look thru to find what i need if they're not already in a folder

> There is NO search option in archive t find what i need, but AGAIN - ost are called something generic like "Mobile 31 Dec 142459"

> I NEVER know what date a file was uploaded, so filing in upload date is USELESS

> Bills now can not be created from the Folders in the stupid Archives are, so to create a new bill the item needs to be moved to the invoice, created, moved to the archived, and is SOOOOOOOOOO often completely lost

> My clients STANDARD OPERTING is to place items in the FILES and now they are all random in there & the clients don't know what the heck the "archives is for and they are completely sick of this area, and it has lead to A COMPLETE BREAKDOWN OF CLIENT TRUST, a hundred extra HOURS on organising new messy accounts for clients.

> THere are ABSLUTLEY NO GOOD feature in this inbox. I work with tradies and as we all do - BUSY CLIENTS who are just finding this a disaster

> the INMBOX has LESS ORDER than before & it is an AMATURE filing system that we DOI NOT have time to work around.

> MY clients are now com,plaining about the EXTRA HOURAS CHRGED due to this horrid INBOX organisation, and MY BUSINESS IS SUFFERING

> WE DO NOT Need the entire list of 92,000 PLUS documents listed - why oh why was this useless setp even added????

Please I am sooo desperate with this matter that I am genuinely going to loose my stuff!!

> The past few DISASTER "upgraeds were a infuriating - BUT THIS ONE TAKES THE CAKE - PLEASE WHAT IN HECK ARE XERO TRYING TO DO?? CHJASE WAY ALL THIER CLIUENTS AND TGHEN OUR CLIENTS???

Please . I urge,. I beg, I please with you. PLEASE CHANGE THE INBOX BACK.

It is so utterly useless, so Time Wasting, Process Breaking, Sanity Breaking, Client annoyance, employee last straw , worse move I have ever ever seen in my 38 yeras of accounting

GST intro was better./ COVID was better. Y2K drama was easier,.

Seriously - move the file button back to ONE CLICK and return the rubbish dump that is Files back t how it was - IT WAS NOT BROKEN.

Please, please can the Files box be CHANGED back.

The "new" system is completely unusable, and has thrown our entire client process for new items into complete turmoil!

> The idea of having an "Inbox" for the Inbox is a disaster!!!!

> The new "Archive is a disaster and counter productive

> The movement of files from the "inbox" to "archive is slow, time consuming and has COMPLETELY disrupted our workflow.

> Files I remove from a Bill and move back to the Inbox now seem to DISAPPEAR!!, OR they are place din the "archives" which is a list of over 10,000 items - HOW do i fid the one I want when most are called something generic like "Mobile 31 Dec 142459"

> I have 461 PAGES of items in Archive at a page list of 200 - That is 92,200 files to look thru to find what i need if they're not already in a folder

> There is NO search option in archive t find what i need, but AGAIN - ost are called something generic like "Mobile 31 Dec 142459"

> I NEVER know what date a file was uploaded, so filing in upload date is USELESS

> Bills now can not be created from the Folders in the stupid Archives are, so to create a new bill the item needs to be moved to the invoice, created, moved to the archived, and is SOOOOOOOOOO often completely lost

> My clients STANDARD OPERTING is to place items in the FILES and now they are all random in there & the clients don't know what the heck the "archives is for and they are completely sick of this area, and it has lead to A COMPLETE BREAKDOWN OF CLIENT TRUST, a hundred extra HOURS on organising new messy accounts for clients.

> THere are ABSLUTLEY NO GOOD feature in this inbox. I work with tradies and as we all do - BUSY CLIENTS who are just finding this a disaster

> the INMBOX has LESS ORDER than before & it is an AMATURE filing system that we DOI NOT have time to work around.

> MY clients are now com,plaining about the EXTRA HOURAS CHRGED due to this horrid INBOX organisation, and MY BUSINESS IS SUFFERING

> WE DO NOT Need the entire list of 92,000 PLUS documents listed - why oh why was this useless setp even added????

Please I am sooo desperate with this matter that I am genuinely going to loose my stuff!!

> The past few DISASTER "upgraeds were a infuriating - BUT THIS ONE TAKES THE CAKE - PLEASE WHAT IN HECK ARE XERO TRYING TO DO?? CHJASE WAY ALL THIER CLIUENTS AND TGHEN OUR CLIENTS???

Please . I urge,. I beg, I please with you. PLEASE CHANGE THE INBOX BACK.

It is so utterly useless, so Time Wasting, Process Breaking, Sanity Breaking, Client annoyance, employee last straw , worse move I have ever ever seen in my 38 yeras of accounting

GST intro was better./ COVID was better. Y2K drama was easier,.

Seriously - move the file button back to ONE CLICK and return the rubbish dump that is Files back t how it was - IT WAS NOT BROKEN.

Please, please can the Files box be CHANGED back.

The "new" system is completely unusable, and has thrown our entire client process for new items into complete turmoil!

> The idea of having an "Inbox" for the Inbox is a disaster!!!!

> The new "Archive is a disaster and counter productive

> The movement of files from the "inbox" to "archive is slow, time consuming and has COMPLETELY disrupted our workflow.

> Files I remove from a Bill and move back to the Inbox now seem to DISAPPEAR!!, OR they are place din the "archives" which is a list of over 10,000 items - HOW do i fid the one I want when most are called something generic like "Mobile 31 Dec 142459"

> I have 461 PAGES of items in Archive at a page list of 200 - That is 92,200 files to look thru to find what i need if they're not already in a folder

> There is NO search option in archive t find what i need, but AGAIN - ost are called something generic like "Mobile 31 Dec 142459"

> I NEVER know what date a file was uploaded, so filing in upload date is USELESS

> Bills now can not be created from the Folders in the stupid Archives are, so to create a new bill the item needs to be moved to the invoice, created, moved to the archived, and is SOOOOOOOOOO often completely lost

> My clients STANDARD OPERTING is to place items in the FILES and now they are all random in there & the clients don't know what the heck the "archives is for and they are completely sick of this area, and it has lead to A COMPLETE BREAKDOWN OF CLIENT TRUST, a hundred extra HOURS on organising new messy accounts for clients.

> THere are ABSLUTLEY NO GOOD feature in this inbox. I work with tradies and as we all do - BUSY CLIENTS who are just finding this a disaster

> the INMBOX has LESS ORDER than before & it is an AMATURE filing system that we DOI NOT have time to work around.

> MY clients are now com,plaining about the EXTRA HOURAS CHRGED due to this horrid INBOX organisation, and MY BUSINESS IS SUFFERING

> WE DO NOT Need the entire list of 92,000 PLUS documents listed - why oh why was this useless setp even added????

Please I am sooo desperate with this matter that I am genuinely going to loose my stuff!!

> The past few DISASTER "upgraeds were a infuriating - BUT THIS ONE TAKES THE CAKE - PLEASE WHAT IN HECK ARE XERO TRYING TO DO?? CHJASE WAY ALL THIER CLIUENTS AND TGHEN OUR CLIENTS???

Please . I urge,. I beg, I please with you. PLEASE CHANGE THE INBOX BACK.

It is so utterly useless, so Time Wasting, Process Breaking, Sanity Breaking, Client annoyance, employee last straw , worse move I have ever ever seen in my 38 yeras of accounting

GST intro was better./ COVID was better. Y2K drama was easier,.

Seriously - move the file button back to ONE CLICK and return the rubbish dump that is Files back t how it was - IT WAS NOT BROKEN.

Please, please can the Files box be CHANGED back.

The "new" system is completely unusable, and has thrown our entire client process for new items into complete turmoil!

> The idea of having an "Inbox" for the Inbox is a disaster!!!!

> The new "Archive is a disaster and counter productive

> The movement of files from the "inbox" to "archive is slow, time consuming and has COMPLETELY disrupted our workflow.

> Files I remove from a Bill and move back to the Inbox now seem to DISAPPEAR!!, OR they are place din the "archives" which is a list of over 10,000 items - HOW do i fid the one I want when most are called something generic like "Mobile 31 Dec 142459"

> I have 461 PAGES of items in Archive at a page list of 200 - That is 92,200 files to look thru to find what i need if they're not already in a folder

> There is NO search option in archive t find what i need, but AGAIN - ost are called something generic like "Mobile 31 Dec 142459"

> I NEVER know what date a file was uploaded, so filing in upload date is USELESS

> Bills now can not be created from the Folders in the stupid Archives are, so to create a new bill the item needs to be moved to the invoice, created, moved to the archived, and is SOOOOOOOOOO often completely lost

> My clients STANDARD OPERTING is to place items in the FILES and now they are all random in there & the clients don't know what the heck the "archives is for and they are completely sick of this area, and it has lead to A COMPLETE BREAKDOWN OF CLIENT TRUST, a hundred extra HOURS on organising new messy accounts for clients.

> THere are ABSLUTLEY NO GOOD feature in this inbox. I work with tradies and as we all do - BUSY CLIENTS who are just finding this a disaster

> the INMBOX has LESS ORDER than before & it is an AMATURE filing system that we DOI NOT have time to work around.

> MY clients are now com,plaining about the EXTRA HOURAS CHRGED due to this horrid INBOX organisation, and MY BUSINESS IS SUFFERING

> WE DO NOT Need the entire list of 92,000 PLUS documents listed - why oh why was this useless setp even added????

Please I am sooo desperate with this matter that I am genuinely going to loose my stuff!!

> The past few DISASTER "upgraeds were a infuriating - BUT THIS ONE TAKES THE CAKE - PLEASE WHAT IN HECK ARE XERO TRYING TO DO?? CHJASE WAY ALL THIER CLIUENTS AND TGHEN OUR CLIENTS???

Please . I urge,. I beg, I please with you. PLEASE CHANGE THE INBOX BACK.

It is so utterly useless, so Time Wasting, Process Breaking, Sanity Breaking, Client annoyance, employee last straw , worse move I have ever ever seen in my 38 yeras of accounting

GST intro was better./ COVID was better. Y2K drama was easier,.

Seriously - move the file button back to ONE CLICK and return the rubbish dump that is Files back t how it was - IT WAS NOT BROKEN.

I would like to add my vote to changing back to the old files. We use the folders to collect invoices for suppliers we pay by the month, they then get attached to the statemtent when it is processed. We would like to still be able to do this in the inbox rather than archive.

I've previously commented on this, but feel compelled to comment again. I am preparing year end for a client and now need to heavily use the files. They are confused as it is taking numerous steps to upload a file now and they want to know why is everything that is attached to a transaction still sitting in the archive folder unfiled?

I have no response for this ill thought out change - can Xero confirm you actually tested this with the people who use it all the time?

This is a nightmare.

I know I raised my comments re this incredibly ill thought-through change to files a few months ago, but I have to add further comments. As I use the new Files layout, it is throwing up further inconsistencies, and really infuriating issues.

Today, a client uploaded a file the wrong way round. I changed it in the right-hand view to be upright, but when I expand it so I can actually READ the document, it reverts to a sideways view (as uploaded by the client)!

When I go to attach a document from files when I am in a bill, the list of files that could be attached varies from the actual list in files!

Why would I choose to attach the document to bill (one of the options under the ellipsis on the right)? It doesn't pre-populate any of the data from the bill! It would be far better emailing the document to draft bills, where at least some data is pre-entered.

There are so many complaints on this files restructuring - often they are under different headlines.

At what point will Xero consider reverting to the original structure.

It is so poorly implemented.