New files beta: re-enable reading email while looking at file
A beta for the files inbox has shown up on one of my clients today, and it's unusable as is (and I can't disable it and go back to a functional workflow). The biggest thing that is not working for me is that I can no longer view a file and the email associated with that file at the same time.
Attached is a screenshot showing what my files inbox for this client looks like. It's full of files which are the images from everyone's signature panels in the email thread. I can't delete the file without going back to the list of files, and I can't see the email to check if there's associated information I need (like, for example, the name of the contractor whose timesheet has been sent to me this way, which is an Excel file so I can't look at it without downloading, and which I need to rename with the contractors name so that it says something other than "Client Timesheet Date").
The delete button also needs to be next to the archive button for all instances of the archive button, not just once at the top of the list, where it disappears as soon as I scroll down.
Lastly - and this has been a problem for a while - I need the currently highlighted file not to move when it's clicked to view. In the previous file inbox list, the file names would wrap, and the view would remain x distance from the top of the list even as the viewing window opening and the lines wrapping meant that the list took up more space and the file name I'm working with would disappear off the bottom of the screen. The new beta does the same thing, except worse because each filename now has the date it was sent under it instead of in another column so each line is a minimum of double the height when you're viewing the file compared to when you're not.
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Tegan Modra
commented
Please either have a Smart Document Capture disable/turn-off option for those of us that don't want to use it, or return to the old file inbox with option to preview and have Smart Document Capture as a drop-down option when selecting what to do with the file. Either way, I do not like Smart Document Capture and it has negatively impacted my workflow and increased the time and effort it takes me to process files in Xero.
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Alannah Stewart
commented
I have a client who would like to remove/turn off the Smart Document Capture beta function, please.
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Kristie Palmer
commented
I would love to be able to remove/hide the file details as most of the time they are incorrect. Please revert to how it was.
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Victoria Kohlhagen
commented
I agree with Freya, this option is rubbish. Most of my clients are doctors and do not use Xero Sales or Bills at all. It takes up too much space and I can't read the files preview without enlarging and scrolling to the right spot.
Please let us turn it off!!
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Lenell Storey
commented
I also dont like this new format - in files I prefer the old look and only want to rename the file as not all entries are to be created as draft bills
How can I remove the Beta