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?
-
Andy Betts
commented
Totally agree with the original post. We use this for clients to upload supplier statements amongst other things. Now you can't drag from the inbox to a folder - which for some reason have now been labelled as Archive. In addition, you can not rename a folder anymore, so you need to create a new one and move everything and delete the incorrectly named folder.
-
Team @ Conduit
commented
I’m having ongoing issues with the new Archive layout in the Files section. The current setup has removed key functionality that we rely on daily, and it’s added a lot of unnecessary steps to a previously smooth workflow.
Main issues:
Drag & drop is no longer available inside Archive folders.
This worked perfectly before and still works in Bills, Invoices, and the main Files library, so this appears to be a change specific to Archive.Files can no longer be dragged straight into a folder.
We now have to upload a file first, then manually move it into the correct folder. This is slow and not practical when preparing source documents for FYE.The workflow has gone from one step to several.
Previously: drag file → done.
Now: upload → locate file → select → move → select folder → confirm.We use Archive heavily for storing documents for the accountant at year end, and this change has made the process much more painful and time-consuming.
Requested improvements:
Restore drag & drop into Archive folders.
Allow uploading directly into a selected folder again.
Make the Archive folder structure behave the same as the main Files interface.
This functionality used to work really well, and losing it has had a noticeable impact on our workflow.
Can you please confirm whether these features are coming back, and if so, when?
-
Sharon Fry
commented
I have hundreds of pages of archived files that are all attached to the transactions for the past seven years. That's the only place the document needs to be - with the transaction. The archived file cannot be deleted, as it deletes it from the transaction. Users should be able to choose what they put in the Inbox and Archive boxes. Is this new 'feature' contributing to the slow loading of pages?
-
Smart Accounting HB Ltd
commented
Absolutely agree! This change was not communicated to us as a customers at all and caused a massive disruption to our clients when their files all of a sudden disappear from Inbox to Archive. Xero now stores ALL HISTORICAL files in Archive, accumulating hundreds pages of files. And to make it worse it not possible to sort the files by "Associated with" to at least be able to browse all files which were not attached to bills/invoices/transactions. Extremely disappointed! After contacting Xero support and starting the case, the answer received was that the update was "a result of feedback form customers and we consistently use your feedback as the foundations of any updates to Xero". This is a disruptive, useless and unnecessary change :(
-
Renee Czamanski
commented
This and the new dashboard layout have to be the worst updates. Xero you are making it worse. Why fix what wasn't broken? You are making my work harder, not easier at this stage.
-
Sharon Hazeldine
commented
I agree it is a ridiculous "update". When removing attachments from spend money transactions to deal with later as a bill or if the wrong file has been attached in error, the attachment goes to archive instead of the inbox. You then have to trawl through the archive to try to find it to then move to the inbox to process later. It should only be moved to archive when its been dealt with not when trying to send it to the files inbox from another part of Xero.
-
Jenny Draper
commented
WHERE DO I SEND YOU THE BILL FOR ALL THIS TIME WASTED ON MOVING FILES IN THE FILES AREA????
-
Jenny Draper
commented
Sweet baby Jesus.
ALSO we can not add a file from the useless new Inbox (the one prior to the actual file inbox system) to a bill or spend money...so I have to *Open a file. * Refile it in the proper "Inbox" (now stupidly call 'archives' somewhere??? *THEN find it amongst the 1,000,000 files that you have duplicated into the "all archived area "list - thus not being able to distinguish new from old items...* (Or do I need to create yet a THIRD files area for the files area) ... * and THEN i have to attach the receipt/invoice/policy to the transactions?Why oh why???????????
Can we at the extreme very least remove this "new" in tray for the intray and NOT duplicate all the blasted files in the list.
And while we are there can we please:
1) Create an Invoice from the item within Files and HAVE IT ATTACH at that point - WITHOUT having to create it, THEN go back and add it
2) can we have an" attach to an EXISTING bill or Invoice" option instead of only having to create a new one. (even MYOB had had this for years)
3) When presented with a list of hundred of items uploaded to Files - Have the option to open the NEW Bill etc in ANOTHER Tab. Again instead of clicking new bill. THEN going back to Files. Then going back to the list. Then opening the next item. Then going in that circle all day.
4) Consultation with A PROFESSIONAL WHGO USES THE SYSTEM BEFORE THESE USELESS ITEMS ARE CHANGED -
Jenny Draper
commented
Please - Going insane. I now don't know which of the 10,000,000 files that are sitting in "All Archived" have actully been handled, and which have been just filed"
What a disaster.seriously. I DO NOT NEED A LIST OF ALL ITEMS IN THE SUB FOLDER AND THE SUB FOILDERS and A FILE TRAY FOR THE FILE TRAY - please desperately help!!!!!!!
-
Jenny Draper
commented
FIX the issue that every single document for the past 100 years is sitting in the general "Archived" area
AND a whole other copy is sitting in the files are under the appropriate sub folder.
This is insanely messy, with 876,847,324 documents sitting in here. why oh gosh why??????
**And now we also have an inbox for the inbox!
Wasting More time looking in one page, arriving to a second page, filing on a third page, and now having a copy of this document back on the 2nd page.
Way toooooo many Friday drinks for the moron who thought of this idea.
Please this is the most ridiculous "update" since the useless new Invoices.
Please get rid of this whole new system,
This has created HOURS of more work for us
-
Jenny Draper
commented
HANG ON....
I have a COPY of all the files I sent to the Bills area in the new useless inbox!!whet the heck. I have to go thru 100 extra documents to discard the documents I already have in bills.
Geeeezzzzz Can you please fix this rubbish
-
Jenny Draper
commented
Hate, hate, Hate, Hate The New Inbox - It is just yet another step and another separate page to work with the hundreds of documents sent there.
It is NOT at all a case of new or archived. they are either actioned or removed from the inbox or filed in a subfolder.
Why the **** would we want an ***Inbox for the Inbox????***
Who came up with this idea? does anyone actually find it useful??
I seriously hate having to change pages, and waste yet more time with your disgusting "updates" then go back to the other page, and back again.
ArggghhhhhhhhhhhhIf you would like to update the inbox, please, oh please, add***Open in a Separate Tab to Create Bills*****
Hate Hate Hate
-
Claire Parker
commented
The new files screen has created unnecessary navigation issues.
When you navigate down the uploded file list to select a file to convert to a bill, the "Add to New" buttons disappear so you need ot navigate down and back up again. More unnecessary and unproductive steps to do what we could easily do before the change. Please fix these buttons as a header. It's less intuitive now as it no longer has similar layout to Office. Why is Xero so fixed on changing these unwanted cosmetic things at the expense of functionality?