61 results found
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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.
130 votesHi team, we appreciate wanting to hear updates from us here.
Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.
This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.
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Files - Control/edit the name of PDF files sent from Xero
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
87 votesHi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
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Xero Files - Drag & drop file to Folder
Before the update you could drag and drop directly into a folder in Xero Files. Now you have to drag and drop into the Inbox and then move from there. This created an extra step. It would be great if you could still have the option to drag and drop a document directly into the folder within the archive.
82 votesHi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Files - Reduce clicks to access folders
Please change the files layout to what it was before. It's extra clicks with your new archive and inbox set up. It's really poorly thought through.
74 votesSorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
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Files - Add a Search option
It would be great if we could search in the files that are attached in the file library. Sometimes you need to find something that was attached a long time ago or by someone else and if you could enter a keyword search it would save trawling through them page by page.
64 votes -
Files - Allow file emails without attachments
Ability to accept emails that have no attachments in Xero Files.
Purpose: Users can upload their email invoices/quotes easily into Xero.
33 votes -
Xero Files - Ability to restore deleted files
A 'Deleted' folder in Files that captures deleted files.
Once I have uploaded a receipt to the files folder, I always dispose of the original.
If you accidentally attach it too, and then delete it from the transaction, it is gone forever. You have no ability to reload it from the files folder.
The original uploaded file is gone, so you have to source another copy of the receipt from the supplier.
Surely this deleted uploaded file has gone somewhere?
Can we have it directed to a folder?
32 votes -
Xero Files - Rename files once they are attached
Ability to rename the files in Xero Files once it’s attached.
Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.
32 votes -
Files - Suggestion for thumbnail previews in Files Inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
31 votesThanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
30 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
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Files - 'Move to' button on the Xero inbox files update
Xero have changed the files section and now there is inbox and then archive. All the previous folders clients have are now in the archive section. In order to file something in a folder they now need to move it to the archive section which as this shows all documents, they then have to find the document again and then tick it and use the move to button to move it to the chosen folder. Xero need to add the move to button to the inbox screen otherwise clients are having to do multiple clicks again to move the documents.…
24 votesThanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Files inbox - Allow attachments to be drag & dropped from New Outlook
Allow email attachments (such as PDF's) to be dragged from an email, and dropped into Files. This feature does not work with New Outlook, only Classic Outlook. As Classic Outlook will be made redundant by Microsoft one day, it's imperative Xero restore this functionality we have always had with New Outlook. This isn't an idea. This is a request to maintain the same level of functionality we have always had
19 votesThanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.
In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?
While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.
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Files - Drag & drop a file to attach to a transaction
Just like the "Drop or click to upload files" area below this text box, I'd like an area within each transaction that I can use to upload an invoice or receipt. Rather than clicking the add document button and searching through the file hierarchy.
19 votes -
Smart document capture - Add tracking category when reviewing
Provide a way for an uploaded document to be assigned to tracking categories.
Due to screen space I suggest an icon which opens a pop up selector.Currently to assign a category to tracked items means re-opening and re-editing the transaction.
16 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Files: Simple email address for email to files
There should be a way we can change the email address that the files inbox accepts to make it more tailored to clients?
For example for a client, their inbox files email could be: xero.inbox.owerthsgm56785.49n6356@xerofiles.com which is crazy!
It would be so much better if it could be something like xero.inbox.clientname@xerofiles.com
16 votes -
Xero Files - Ability to rename and/or delete file while viewing in inbox
In the files inbox, when I want to rename or delete a file, I cannot do so while looking at the contents of the file. I must close the file and try to find it amongst the dozen or so files sent by a dozen different people, and then rename or delete it. I would like to be able to rename the file while I have it open.
Similarly, I would like to delete files from the inbox while looking at them - I get a LOT of forwarded email threads, and every logo in every footer shows up as…
15 votes -
Xero Files: File upload notifications for administrators
When a client uploads or emails a file to the Xero files area of their own subscription, it would be helpful if we, as their accountants, could receive a notification to let us know there is a file waiting for us.
This should be an optional setting, perhaps even with limits (eg notify me for every 5 files uploaded).15 votes -
Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
14 votesAppreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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Files - Add to new 'Credit Note'
I cannot attach a credit note file to a new credit note directly from Xero Files which is frustrating, it would be really helpful to have this as an option.
14 votes -
Files - Ability to send documents to cloud storage from Xero Files
Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).
Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.
12 votesHi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
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