Xero Files - Drag & drop file to Folder
Before the update you could drag and drop directly into a folder in Xero Files. Now you have to drag and drop into the Inbox and then move from there. This created an extra step. It would be great if you could still have the option to drag and drop a document directly into the folder within the archive.
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Mathew Chacko
commented
Yes, it does seem that this was done just for change's sake and has resulted in making it much more tedious than it was earlier. Please revert to the good old days. Thanks
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Tracey Tidswell
commented
Xero developers sometimes just need to admit their 'product enhancement' was in fact the opposite and listen to their users. Please reinstate the old drag and drop which was so simple compared to the new process.
Voting is not the only way Xero should be using when considering software changes. Perhaps they should the posting the idea they have and asking for votes to make a change before they just do it and leave the users to live with it? The only way a suggestion is able to get votes is if people have searched product ideas. We don't have time to trawl through these because we're too busy trying spending the extra time required to get our files into Xero.
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Tanya Flintoff
commented
Please revert back to the original settings where we could drag and drop into any folder not just the inbox. You have added extra steps and for a BAS Agent who uses this feature day in / day out, this time wasting adds up.
Exactly how many votes does it need to be reinstated?
Shouldn't something that has been upgraded to a poorer version of itself, and then been logically explained as to the pitfalls, just be reverted back without unnecessary voting?
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Elaine Gill
commented
When I have trained our clients to use Xero the drag and drop function was a feature that impressed them because of its simplicity. This meant that attachments could be taken directly from emails etc. Now I do not want to even cover Files in the training session because it is now so user unfriendly. At the moment I am unable to even drag and drop documents into the Inbox of a client I am working on.
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Jason King
commented
I would love the ability to drag and drop more than one file in into the inbox at once back please. Had two separate emails, each with an attachment. I don't want to have to "email" them to Xero or save the attachments to a folder to upload. It is much quicker to just drag and drop them one at the time. Now I have to drag one, deal with it and then drag and drop the next one.
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Harvey Jones
commented
Xero, the saying "if it ain't broke, don't fix it" springs to mind.
Before the update everything worked as it should.
Having the option to archive files and folders is a good idea, but surely providing that as an "option" for the user rather than what you have provided would have been far better.
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Andrew Morriss
commented
I want the drag and drop to specific folders brought back .. it is completely how i use the file system .. the new way is cumbersom and time wasting Why would i want to move my files to one folder only to then have to move them to another (x that by up to 80 files) .. i fail to see how adding an extra step was an improvement in the first place .. arent we about effectiveness and efficiency?
My example to help you understand from a users point of view is:
If I'm digging a hole and putting the dirt in the wheel barrow to move to the skip (because the skip cant be next to my hole) but then i get told i have to put the dirt into a bucket first and then into a wheel barrow to take to the skip (an inefficient and complete waste of time)!
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Donna Carter
commented
Why is that when Xero updates something to apparently make our life easier, and they do the exact opposite, they then expect us to "get the community to get behind and support it" just to restore the program to the same basic functionality that we had before their "updates".
Reading through at least 30 other ideas on the community today and nearly every single one where Xero have reduced our day to day functionality, there is the same generic response from Xero (Kelly Middleton)
"We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero."
We should not have to get the community behind us to restore basic functionality in the program – seriously Xero, do better
You reduce the functionality in our Xero files, but you don’t reduce the price. I am sure with all of these “new and improved features’ that you keep foisting on us, the cost of subscriptions will again go up excessively again shortly (roll around the March price increases)
That being said, why is it now with the changes to the Files section, that we have an "All Archived" folder. What used to be a very useful area of Xero when dealing with our clients accounts (especially for audit related files), is now just an absolute mess with the changes made.
And by the way Kelly, drag and drop directly into a folder is an essential part of the “files’ section of Xero. We should not have to double our workload because of changes made by your programmers, that we didn’t ask for.
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Paul Howlett
commented
@Chery
To be """fair""" to Xero, this is a problem *all throughout* the app; it's not limited to the Files screen.
My bugbear for this is the Chart of Accounts/Trial Balance, because Xero doesn't have subaccounts:
198-1
198-10
198-11
198-2
198-3
etc... -
Chery Hartley
commented
Under the previous system this required a single click, under the new system it takes seven clicks to achieve the same outcome. In addition, the existing archive files are no longer sorted correctly by month and year, and there does not appear to be a functional search capability, making retrieval difficult.When I uploaded the bank statements using the statement number format, the system handled two-digit numbers correctly, but once I reached three digits the ordering failed. To resolve this, I had to rename all two-digit statements by adding a leading zero.I also tried renaming a statement by month (e.g., “MAR 25”), but it subsequently disappeared into a large list of older March statements with no logical order. Get rid of this time waster and revert to old workable system.
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Angela Monti
commented
The old folder option in files was a really important to my clients and was how I could share documents in a sensible way. Please bring it back.
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Mary Collins
commented
I echo everyone else's views. I should be allowed to choose when to archive a file!. I have active folders into which I previously dragged and dropped the relevant documents. Now I have to upload then move to archive . It is a time wasting exercise and totally counter intuitive to modern practices
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Sharon Davis
commented
This is such a pain, when you have a large volume of files to upload at one time....I am seriously beginning to think my client is outgrowing xero
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Stuart Dey
commented
No longer being able to drag a pdf attachment in an email directly in to Xero files is very annoying! A real backwards step that requires the attachment to be placed elsewhere first, then uploaded and then deleted. Oh dear!
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Kyoichiro Sawada
commented
It's forcing me to do double work. There should be an option to directly put a file into a folder of "Archive"
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Andrew Duncan
commented
Please restore this important feature - now everything takes twice as long as before! How is that an improvement? I'm surprised we now have to lobby to have something we've been using for many years restored - it would have made more sense to survey your customers to see if they supported taking away this feature in the first place surely?
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Jennifer Torr
commented
How could the folk at Xero not understand the how drag and drop is a fundamental.
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Denise Slocombe
commented
The drag & drop feature directly into file folder was very convenient! The "new" extra step into the inbox, then archiving into the file folder does not improve the efficiency of the process.
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Taylor Jones
commented
Being able to drag & drop files into their appropriate folders was very convenient. This new update has created an extra unnecessary step in my bookkeeping work.
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Lisa Rogatski
commented
Direct drag and drop files is a no brainer. We need to save time not waste time with Xero!
Bring back the previous method, please.