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.
Sorry 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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Helen Everson
commented
I totally agree with these comments. The work I do where I use the files takes me twice as long now. You should definitely listen to your customers and go back to how it was! It is not user friendly, time consuming, fumbly, actually not good in any respect.
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Rose Clarke
commented
Please listen to your customers!
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Rose Clarke
commented
I'm so so in agreement with Jenny's comment below. Please let us have the option to change this back. I'm receiving complaints from clients and letting them know we do not like it neither. It is so inefficient and time consuming.
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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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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.
-
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.
-
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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Jock & Olivia Nivison
commented
I would like to add my vote to changing back to the old files. We use the folders to collect invoices for suppliers we pay by the month, they then get attached to the statemtent when it is processed. We would like to still be able to do this in the inbox rather than archive.
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Laurie Vaughan
commented
I've previously commented on this, but feel compelled to comment again. I am preparing year end for a client and now need to heavily use the files. They are confused as it is taking numerous steps to upload a file now and they want to know why is everything that is attached to a transaction still sitting in the archive folder unfiled?
I have no response for this ill thought out change - can Xero confirm you actually tested this with the people who use it all the time?
This is a nightmare.
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Felicity Lynch
commented
I know I raised my comments re this incredibly ill thought-through change to files a few months ago, but I have to add further comments. As I use the new Files layout, it is throwing up further inconsistencies, and really infuriating issues.
Today, a client uploaded a file the wrong way round. I changed it in the right-hand view to be upright, but when I expand it so I can actually READ the document, it reverts to a sideways view (as uploaded by the client)!
When I go to attach a document from files when I am in a bill, the list of files that could be attached varies from the actual list in files!
Why would I choose to attach the document to bill (one of the options under the ellipsis on the right)? It doesn't pre-populate any of the data from the bill! It would be far better emailing the document to draft bills, where at least some data is pre-entered.
There are so many complaints on this files restructuring - often they are under different headlines.
At what point will Xero consider reverting to the original structure.
It is so poorly implemented.
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Denise McKay
commented
Yes, all my files that I use regularly have been moved to archive so every time you go in you have to now go to archive to find them. Can these not be still avail on main screen with an archive option to send ones you no longer need as current?
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Ellen Cantorna
commented
Files used to be a great feature in Xero. It was where we stored and organized important documents in a way that actually worked. The new Files update has made an already busy process unnecessarily difficult. What used to be quick and intuitive now takes more steps, more time, and significantly more effort.
Every document attached to invoices, vendor profiles, and journal entries is now being duplicated into the Files Archive. As a result, thousands of files are piling up in one place, with no practical or efficient way to manage or search them.
I genuinely don’t understand the logic behind this. If a document is already attached to the relevant transaction or contact, why is another copy being stored in the archive? It serves no functional purpose and only creates confusion.
This feels like change for the sake of change. It has added complexity where none was needed and made file management worse, not better. Please reconsider this approach and restore a file system that supports real accounting workflows instead of working against them.
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Robyn Kirakov
commented
I agree with Donna Carter. Files previously was a great feature. I created folders in the inbox for statements, tax year work and other important information. Clients knew where to add things to assist in this process. Accountants could easier access what was required.
When and if necessary I could archive or delete.
Now you (Xero) believe you know better than us and our clients and have put all the folders in archive! We cannot create a folder in the Inbox! Why and who thought this was a good idea is beyond me.
PLEASE bring these features back.
And to have a HUGE no of files all archived after being added to a transaction, which is not searchable is ridiculous. Just why?????
Client File I am currently looking at has 100 items per page and 20 pages - a needle in a hay stack if we want to find it. -
Paul Howlett
commented
WHY did you change the size of the drop area on the files screen???
If the Inbox is empty, then about half the screen is available to drop files onto (seems random...), but if there's already some files sitting in the Inbox then it's only a space slightly larger than the list of files.
So instead of the whole screen I have a small horizontal sliver to drag files onto.
DO YOU EVEN TEST THIS **** BEFORE UNLEASHING IT ON US??
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Donna Carter
commented
I have used the files section to store scanned credit cards statements, employee contracts, and other important documents that were not necessarily related to a supplier or customer for our practice to date. Folders were set up for each thing I needed, without a problem.
I attach copies of invoices directly to bills when I enter them, so they were never in my FILES section.
Contracts or documents relating to a specific supplier/customer were saved to the supplier/customer at a contact level.Everything was all very neat and tidy.
Since the changeover, I now have 8000+ documents in this FILES ARCHIVE section as all invoices, documents etc saved to suppliers or customers have all made their way into this archive folder. Documents saved against journal entries are also coming up.
WHY????
What would I need a copy of a document saved to here for if it is attached to the actual transaction or the contact.
Another POINTLESS CHANGE that just creates headaches and more work for the end user
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Flynn Ovens
commented
There is nothing simpler or more efficient about this. there is now a column on the left, the list in the middle and the document on the right so everything is squashed together. What was wrong with the previous way of just opening the document full screen.
Now you can't use the arrow keys to move between documents which was the most simple and efficient it could have ever been. Previously it was double click to open and then 1 arrow key to move. now it is 1 click to open, 1 click to open full screen, 1 click to change tab to that documents, 1 click to close the new tab, 1 click to select the new document, 1 click to open full screen, one click to change tab. Has anyone who developed this even used it ?
If you have draft invoices created from documents which are emailed in and you remove the attachment "delete and move to files" it goes straight to archived. If i have removed it from a document then it is not attached to anything so surely it should go into the inbox. Now the archived section is filled with invoices which I haven't processed yet and I don't know which is which.
Please please please just go back to the old inbox. bookkeeping is bad enough anyway.
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Carol (Caz) Daley
commented
Files is now harder since the change and more time consuing for us - please can we revert back to the old way.
1. I cant upload more than 1 file at a time
2. its very time consuming
3. The clients are getting confused to if the invoices have been input or not and making duplicate errors -
Nicole Whittaker
commented
Just been to our monthly Australian Bookkeepers Network meeting, and I can definitely say, there are more unhappy BAS Agents who do not like your format with Xero Files. Please change it back..
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Stephanie Jackson
commented
Agree, its really poor. Not sure how having to put items in a folder and then moving them is more efficient than just putting them where you wanted in the first place.
Also, if you put the document on a wrong sales inv, but still want the document you don't have the option to remove and save to files, you just delete it. It may be in the archive somewhere but thats a lot to go through.
We used to create our sales invoices by sending the pdf and excel backing to the files, then select these to add to add to a sales invoice which we can no longer do as you are required to add a contact name, and it then still takes a while to add the info thats needed. We have to change our processes which now takes longer, but apparently all these updates make things simpler and easier.
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Jade Hoyle
commented
The recent "Files" update has unfortunately made our workflow for supplier EOM statements significantly less efficient. The new process is counterintuitive: we have to drag files to the general inbox first, then manually move them to our specific 'Statements' sub-folder via several extra clicks. Furthermore, the system is unstable and crashes when we try to rename the files. Please revert to the prior, more functional version.