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.
Shaniya Heather
shared this idea
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.
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Carolyn Murdoch
commented
100% Agreed the new files inbox is a step backwards, we also use to be able to upload into one of the folders that we create, now we have to upload into the inbox and then move the document where we want it. I get that things need to be changed but this change is definitely not moving us forwards
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Paul Howlett
commented
A small thing, but the pop up showing the changes to the Files screen has finally appeared for me, but the video is stuck loading and refuses to play.
Such a great, well made product...
EDIT: got the video to work, and played around a bit. Side note - why do I have to create a random account that I'm never going to use again to be able to comment on the video? Why can't I use my Xero account??
Why do unattached files disappear from the inbox?? Logically if I've attached them them to a transaction they will disappear from that view, fine that makes sense, but if I _unattach_ them (because I've clicked on the wrong one, for example), then it just disappears into the archive hole, even though it still needs to be 'actioned'. - I kept refreshing the screen waiting for the document to pop back up in the inbox, but it just never did.
Surely the logic should be "if not attached to a transaction OR not moved to a separate folder, then show in Inbox"...
It _does_ show up on the old 'Inbox' list when selecting a file from within a transaction. SUCH CONSISTANCY!! (with their "upcoming improvements" I'm not expecting that to last).
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Kerri Welsh
commented
I save tax financials & signed tax returns for clients in the files section in Xero. This is handy as clients can obtain them easily if applying for finance.
We also encourage clients to use the files section to save Constitutions, Trust Deeds and other important business documents such as insurance quotes/premiums to name a few. Changing the way we can save to these folders as you have is a step backwards. -
Susan Boon
commented
I agree this is a terrible change. Seeing everything I have uploaded threw me I then deleted quite a few only to see that it has removed it from the bills and invoices I had previously attached it to. Was industry consult done on this because as someone who manages 8 companies on Xero I am very unhappy with the way this now works
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Davina Lynam
commented
I totally agree. This would have to be the worst change that Xero has made during my time using Xero. Also, if you click on "all archived" every bill that has been emailed to "draft purchases" shows up here and I'm fairly certain that if I try to delete these documents it may delete them from the bill as an attachment