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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..

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.

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.

Definitely don't see what value add does the new view provide. The previous view was definitely better. This new view causes a lot of extra clicks, slowing work progresses.

Now, when first access the Inbox, the docs are in random order! Previously the docs are sorted by name. Now, need to click the name to sort them by name each time viewing the files and attaching the file to the transaction.

Then, need to either adjust the screen or open up the doc to get a proper view of the doc as I only use half a screen to view the doc, and use the other half for data entry. Previously, the

Also, previously, there is page ("<" / ">") option when viewing the doc. Now, can only click on the name to open the file to view.

Then, if I decide to skip docs and later want to find the docs skip, but unfortunately forgot which one I skip, I need to refresh the screen, sort the docs by file name again, adjust the doc view size again. Previously I only need to refresh screen.

The new Files system is terrible! We use this for clients to upload supplier invoices/statements, along with other important documents. You can't drag from the inbox to a folder, which, for some reason, these have all now been labelled as Archive.
Super frustrating to say the least! Please revert to the old way, which worked perfectly.

I too hate the new Files set up. As already pointed out the files I email or upload to the transaction are now duplicated in Archive. I have pages and pages of unwanted files in Archive that don't need to be there. And if you delete the file it also gets deleted off the transaction so there is no choice. I liked to use Files for saving core EOY or permanent documents. All nicely saved in Year folders down the left side of the inbox. Please listen to us and revert or improve so we have more control over this feature.

Reading all of the comments I am obviously not alone. I can work with archiving but I should have that choice it should not have just happened the way it has.

I am really disappointed with this change. I would have liked a choice to Archive the documents. Also notice as emails are in the archive if a Bill is send to Xero as an attachment and the email has logos you end up with a million images in the Archive folder. I prefer to keep the current year in the inbox but everything has now been moved to the archive folder. "Archive All" is a duplicate of what I have in my archived folder and I do not want to see them in this area. I do not want emailed bills in the archive folder why do we need them there all of the bills are saved with the entry in the contacts. This is just a duplicate plus all of the images. Mainly I would have liked the CHOICE to archive my folders not to just see them now all in Archive.

I cannot even explain how bad this new Files set up is. The old inbox was perfect - all of our corporate documents, audit schedules, government notice of assessments etc etc was filed in an appropriate folder. Our auditors loved it.

Every individual transaction had the invoice attached.

It is a complete hot mess now. Everything attached to a transaction is in the files?? They can't be deleted from the files, or they will disappear from the transaction.

I can't upload directly to the subfolders in the now re-named "Archive" folder. I have to upload a file, find it, and then move it the the named folder? This is just ridiculous. I contacted Xero support and they helpfully indicated "While we don't have plans to reverse the changes, we're committed to continuously improving our product based on user feedback. The new layout, with the Inbox and Archive tabs, is designed to help organize files more efficiently. However, we recognise that adjustments to established workflows can be challenging."

Way to blame your absolutely ridiculous "improvement" on the end user.

Very disappointing change and unrequired - very frustrating - no communication. Slowing down work performance, and complicating a simple file structure that was easy to use for all users of xero - Bookkeepers- their clients - and their accountants.

Alot more clicks required to view document in inbox now.

Please revert back to the old format - this change has slowed down work performance and created inefficiencies.

Please restore Xero files to the previous version. So many processes have now gone out the window.
This was my filing cabinet and accountant access for bank statements, loan documents, you name it.
Why would someone who never does bookkeeping, decide to change this part of Xero unnecessarily.

I would like the old format of FILES to be reinstated please. In the new format you can only process from the INBOX, which sends paperwork into ARCHIVE. It can go anywhere as it is shunted according to date uploaded and NOT date processed. When you try to find the item to MOVE TO another folder it can be anywhere!
The MOVE TO command is misleading as the item is NOT MOVED but a copy of it is posted to a file created. This results in a huge stack of items in the ARCHIVED tab which is going to get too large to handle efficiently.
Also there seems to be copies made into ARCHIVE for every transaction posted. This is unnecessary and just added to the enormous amount sitting in ARCHIVE.
Not thought through at all.

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.

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?

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?

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 :(

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.

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.

We use our files folder to keep copies of supplier invoices which are easy to look through if we have queries. Before the update, if you wanted to use sub-folders, in order to stop your files from disappearing from the files folder, you had to move them to the sub folder BEFORE posting - and then you could easily post them directly from there with a couple of clicks using the 3 dots on the left. Now, if you want files in sub-folders, you have to manually create a document from the + Button and then search through the sub folders to find the file and attach it manually to the document, which takes much longer, especially if you have a long list of sub folders. Alternatively, you can post invoices from the Inbox and then they disappear into the All Archive folder where you need to wade through hundreds of unsorted files (since this folder contains both unsorted files and those already assigned to a sub-folder) in order to find the one you just posted and assign it to a sub-folder! Please either revert to the previous version or add the functionality to post invoices directly from sub-folders in the Archive in the same way that you can do so from the Inbox.