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Hi Kelly, if you read down this thread you will see several posts where people have highlighted the issue & the additional steps now needed just to upload & organise their files. Alternatively, if you try the process yourself the issue so many are complaining about will be clear - the change does not look as though it ever went through user testing ….

Hi David - I agree - not all improvements will help everyone - my world is working with businesses to improve operational efficiency to reduce cost & increase margin - BUT XERO’s change here does neither for anyone - it has just added more steps / clicks to do what everyone did before more easily & quickly before the change was made …..

gee there are some vicious comments in here. How about being a little more constructive. Not every improvement will help YOU, but for the most part, improvements are improvements. In most cases you have been working on workarounds to satisfy your process. It may be time for a new process.

Completely Agree.. they have made it much more unmanageable and complex rather than creating any benefit. More of the changes made in the past few months have increased operating difficulty and seem just to have been made to bring about change for change's sake. Sort of a Tuglaqian improvement.. Sorry to say that.!

Just when you think you can't hate it more they go and move it. Now it's under Accounting and Documents.
They clearly don't care at all what their customers have to say as they will ignore us all and plough on doing whatever they want.
It was such a useful place to drop files before and now it's trying to analyse documents rather than just leave them be.

I agree The archive filing is creating too much extra work. Can this be changed back to simple filing system it was, please.
We don't all have extra staff floating around to mess around.

I am very unhappy with the new file arrangement which is an interuption to my system and my clients. Please don't replace transaction attachments with Files. I don't use Xero as a document management system. I use attachments as supporting documentation for individual transactions.

Previously, the inbox acted as a clear, actionable list of files needing attention - making workflow straightforward. Now, with the beta, you have to move files to categorised archives to have any chance of finding them again. But these archive files become harder to use the more you add. All this adds extra steps and makes it harder to keep track of which files are current or need action. One example of this when handling monthly statements from suppliers, which just need to be uploaded from library to their file tab, not attached to a transaction. This used to be easy - select from whatever is still in the inbox. Now selection has to be made from archive - the files beta means more manual organisation and more trawling through files. I don't want to archive something I haven't dealt with before I can deal with it, and have it disappear into everything I have ever dropped into Xero over the last 11years :(

Previously, the inbox acted as a clear, actionable list of files needing attention - making workflow straightforward. Now, with the beta, you have to move files to categorised archives to have any chance of finding them again. But these archive files become harder to use the more you add. All this adds extra steps and makes it harder to keep track of which files are current or need action. One example of this when handling monthly statements from suppliers, which just need to be uploaded from library to their file tab, not attached to a transaction. This used to be easy - select from whatever is still in the inbox. Now selection has to be made from archive - the files beta means more manual organisation and more trawling through files.

Agree the old system is way easier. Double work having to drop the file then moving again to the archie folder.
What about an option of sub folders within a folder?

This change has left the Files Archive a complete overwhelming and useless space. I too used the folders to set up and lable so my accountants could easily find relevant folders without having to make numerous requests for documents from me. Now I have to spend precious time I don't have free sorting it all for them.
CHANGE IT BACK ASAP!!!

This change has left the Files Archive a complete overwhelming and useless space. I too used the folders to set up and lable so my accountants could easily find relevant folders without having to make numerous requests for documents from me. Now I have to spend precious time I don't have free sorting it all for them.
CHANGE IT BACK ASAP!!!

File TAGGING! Can you please please add where we can tag files. Like ok tag to project tag to contractor. Tags! Tag projects to receipts and hires.
If you add "tags" or labels to files and projects that'll make less clicks for everyone! and so much faster. The tags will obviously auto populate into he right project, files, or contractors!

In the previous iteration, it was possible to open up a folder within the Files area and drag and drop a number of files at once into the correct folder.
With the changes, they can only be dragged and dropped into the Inbox and then need to be filed to the relevant folder - extra steps.
There is now a LOT of noise in the Archive folder as every single file attached to every single transaction is dumped into "All archived" and there is no ability to easily find anything.
It would be helpful is there was an ability to filter or search through these thousands of documents, or perhaps to have them automatically filed in folders based on the Type of transaction they are associated with (e.g. Invoice, Bill, Credit Note etc).

This is such a poor layout - it was so much better previously. As others have said, this is resulting in more clicks. I don't want all of my folders to be in the archive area - I want folders within the initial inbox area.

Also, I have no idea why now all of the documents from HubDoc are being sent to the archive area? they are attached to the purchase, that's enough. Now the archive area is full of unnecessary files.

Please fix this ASAP - just go back to the previous system.

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.