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Yes many of our clients ask about this as they would like to "archive" previous years documents so grouping by year would be perfect for this.

Definitely agree - we have many years' worth of folders now, and they are all listed individually. Would love to be able to nest previous years subfolders under a master folder for each year.

I want the ability to create sub-folders in Xero Files to organise files better - otherwise the list of folders becomes too long and harder to navigate.

Definitely need a sub folder feature in Xero files. Little bit ridiculous that it wasn't thought of in the first place. You can't have a tidy filing system to easily find the documents you want without subfolders.

I strongly recommend to have main folder and sub-folders in Xero Files. Please develop it and make the Files more tidier. Hope to see the changes soon!
Thank you.

I strongly comment the 'context' of this idea. Just to add my thoughts:
With the recent expanded function of Folders (quotes, invoicing, etc) it really requires the folder structure not to change throughout the project. This does not allow the creation of a new folder, say 'Report' allocating tasks etc to it, and running and user created custom 'folder brief' report. If this is done then the task has to be re-allocated to the original. So, in some way if a 'default' or 'primary' folder structure was available, then a secondary folder structure was available then the grouping of tasks would be possible.

Another thought just regarding the creation of a folder brief report (or project brief report) based on a user custom report is the addition of a boolean logic 'radio button' giving the user the ability to report only on tasks (and associated notes, docs) which are not ticked a closed. In other words, a custom job brief report option for tasks not ticked as closed, or perhaps tasks which have been scheduled, and the report date lies between the start and end date.

Anyway, in essence the functonality of folders is great, just that there is in my opinion a need for secondary folder structure where tasks, etc may be allocated to a single, or even multiple 'folders'.

OR... the ability for users to create reports etc, based on boolean logic and/or queries on system fields and/or custom fields.

Thank you.

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.

Yep, want this feature

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

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.

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.

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.

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.

I would also find sub folders very useful