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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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!!!!!!!
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Sally Davidson
commented
I agree please revert back to the old style - which I didn't feel worked because you can't add sub-folders - but it is better than this version.
I have to add a file to inbox then file in my folders which are in Archive!!! These are working current files why would they be archived.
How is this better?
Why can we not have sub-folders?
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Susan Voutier
commented
What upset me most was the word 'Archive'. The word is not appropriate as it implies old paperwork no longer in use, but needing to be kept for taxation and company law reasons. I would never look for current records in an area marked 'Archive' and so my first reaction was alarm because I thought all my files were gone.
Xero have said the thinking behind this change was to better separate the older from the newer additions - well we can already sort by clicking on the 'Uploaded' column header to sort by date, and we also have the option of naming our files by date.
I think this change is a means of pacifying all those asking for the ability to create sub-folders that open from main folders. However it falls far short of what we actually want. Something that was relatively straight-forward is now taking on the appearance of a rabbit warren and I can't see any benefits whatsoever. I am no longer able to drag and drop files to the folder of my choice. Instead, I have to send them to the inbox and move them from there. With many hundreds of files to be moved constantly, this is going to slow me down a lot. Totally unnecessarily. -
Laurie Vaughan
commented
The new inbox is horrible! Whoever came up with this clearly doesn't work with the files all of the time. Please revert back to the old files.
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Martine Hill
commented
Please revert file inbox to previous version. The new version is not practical and there are documents in Archive that have not yet been actioned. You attach these documents to transactions unless you move them back to the inbox and this is time consuming.
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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
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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
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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
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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? -
Nicole Penfold
commented
Revert File Inbox back to previous version. The new update where all folders are archived, doesn't allow for documents to be saved without being attached to a transaction. I love that with the original version I can use the folders to save important information for this client, such as bank statements, EOFY information & Insurance docs, for all parties to access.