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.
Carol Topley
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Jenny Draper
commented
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.
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Robert Bertollo
commented
Would it be possible to make the uploaded files (invoices) viewable as thumbnails , this would make it quicker when attaching them to a transaction . cheers Rob
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Oasis Family Church
commented
Yes I totally agree, it takes so much time clicking on files to find the right one to attach.