Enter your idea

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.

Hello Xero,

From the volume of feedback you’ve received, it doesn’t appear that you are taking on board what your customers are saying. I’ve not seen any indication that the issues raised are being reviewed or that you are considering the requests made.

You have a strong product, but this new ‘filing’ system feels poorly thought through and is extremely disappointing. The way the term ‘Archive’ has been interpreted among several other changes has made everyday tasks more time‑consuming, and it’s clear that customer input was not sought before implementation. I now have many unhappy clients as a result.

Before making further improvements to Xero, you really need to go back to the drawing board and look carefully and intentionally at this area.

This new refresh has NOT made it simpler or efficient. I am having to keep changing between screens just to move a file. Can't drag or drop into the archived folder, means I have to first put it in Inbox before moving it. More time consuming and yes more clicks.
Why on earth did you mess with what was already there? This new way is terrible! The old way was way better.
If you MUST have an archive folder, let that be used as required and as chosen by the user. Like - folders from 7 years ago... If I choose to archive it, I can move an entire folder to Archive. Don't force them ALL there! Whoever came up with this idea needs sacking!

This is a dreadful update. I throw items back to the inbox when someone's attached them to the wrong transaction. Now they disappear into the ether with thousands of documents dating back many years. What an ill thought through idea by people who cannot be using the system or they'd realise how dreadful this is.

Yes, agreed
The new inability to drag and drop files directly into the archive folders creates more work.
I can only imagine how much more annoying this is to operators who have a very full inbox, having to locate and select the files they just uploaded, and then move them to the desired archive folder.
Please revert to direct drag and drop to all Files folders.

Please revert this change or enable drag-and-drop into the archive folders. We store bank statements and other end-of-year documents in these folders, organised by financial year. The current process now requires five clicks to upload and save a document instead of one. This change has reduced efficiency rather than improved it.

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.

Please listen to your customers!