Revert File Inbox to previous version. Don't Archive the folders
Revert File Inbox back to previous version. The new update where all folders are archived, doesn't allow for documents to be saved without being attached to a transaction. I love that with the original version I can use the folders to save important information for this client, such as bank statements, EOFY information & Insurance docs, for all parties to access.
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Serena Buffrey
commented
We use our files folder to keep copies of supplier invoices which are easy to look through if we have queries. Before the update, if you wanted to use sub-folders, in order to stop your files from disappearing from the files folder, you had to move them to the sub folder BEFORE posting - and then you could easily post them directly from there with a couple of clicks using the 3 dots on the left. Now, if you want files in sub-folders, you have to manually create a document from the + Button and then search through the sub folders to find the file and attach it manually to the document, which takes much longer, especially if you have a long list of sub folders. Alternatively, you can post invoices from the Inbox and then they disappear into the All Archive folder where you need to wade through hundreds of unsorted files (since this folder contains both unsorted files and those already assigned to a sub-folder) in order to find the one you just posted and assign it to a sub-folder! Please either revert to the previous version or add the functionality to post invoices directly from sub-folders in the Archive in the same way that you can do so from the Inbox.
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Rose Clarke
commented
The contents are not archived information. Please, please revert back to the original format. I do not require added stress. It was simply for our clients to follow and when we are reviewing clients work outsourced.
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Thea Jacobsen
commented
Please revert back to the old interface, this is causing problems.
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Sally Davidson
commented
I agree please revert back to the old style - which I didn't feel worked because you can't add sub-folders - but it is better than this version.
I have to add a file to inbox then file in my folders which are in Archive!!! These are working current files why would they be archived.
How is this better?
Why can we not have sub-folders?
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Susan Voutier
commented
What upset me most was the word 'Archive'. The word is not appropriate as it implies old paperwork no longer in use, but needing to be kept for taxation and company law reasons. I would never look for current records in an area marked 'Archive' and so my first reaction was alarm because I thought all my files were gone.
Xero have said the thinking behind this change was to better separate the older from the newer additions - well we can already sort by clicking on the 'Uploaded' column header to sort by date, and we also have the option of naming our files by date.
I think this change is a means of pacifying all those asking for the ability to create sub-folders that open from main folders. However it falls far short of what we actually want. Something that was relatively straight-forward is now taking on the appearance of a rabbit warren and I can't see any benefits whatsoever. I am no longer able to drag and drop files to the folder of my choice. Instead, I have to send them to the inbox and move them from there. With many hundreds of files to be moved constantly, this is going to slow me down a lot. Totally unnecessarily. -
Laurie Vaughan
commented
The new inbox is horrible! Whoever came up with this clearly doesn't work with the files all of the time. Please revert back to the old files.
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Martine Hill
commented
Please revert file inbox to previous version. The new version is not practical and there are documents in Archive that have not yet been actioned. You attach these documents to transactions unless you move them back to the inbox and this is time consuming.