11 results found
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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.
36 votesSorry 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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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.
29 votesHi 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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Files - Suggestion for thumbnail previews in Files Inbox
It would be great to look down the list of files in the Xero Files inbox and see a thumbnail image of what the PDF is, so that non-relevant ones or replicas can be deleted in bulk.
When files are forwarded, often the attachment is loaded to the inbox along with multiple other files which turn out to be logos from the email signature, and it is time-consuming to have to open every file to find out whether it is relevant or not, and delete individually.
14 votesThanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Files - Add Expiry/Renewal Date and Automated Reminders
Ability to add an expiration date or renewal date to files (Contract end date, Tax clearance certificates etc.) with reminders on when documents are up for renewal.
2 votesHi team, thanks for sharing your thoughts on adding expiry and renewal dates to files. It’s been useful to hear how this could support the management of compliance-related documents like insurance certificates and training records.
The idea of having reminders for upcoming renewals is a practical one, particularly for teams working in compliance-heavy environments. We’ve moved this idea to Gaining Support, which means it’s now open for the wider community to add votes and comments. If this would be helpful for your business, feel free to share how you’d use it or any specific scenarios you have in mind — that context helps shape what we look at next.
In the meantime, the current workaround is to track renewal or expiry dates outside of Xero, and archive expired files before uploading the updated versions when they’re ready.
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Files Inbox - Attach to an existing transaction
From the Files Inbox, there is a way to attach the file to a NEW transaction, but please allow it to be attached to an existing transaction too. This is especially useful when there are lots of files in the Inbox.
6 votesAppreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
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XPH | Homepage - Widget for reviewing client transactions without attachments
We would like an exportable / emailable report to show spends and bills in a period that are missing files / source documents.
We could / would use this:
- as a quick weekly review
- monthly as part of month end
- as part of GST prep
- we work for clubs, and we would use this as part of annual pre-audit process for them - so the date range is important - as their year end is 31 Oct.Please make this a permanent feature or quickly accessiable report in Xero. Please also add it as a widget…
3 votesAppreciate you sharing your idea in the forums here, Glennis. Sort of 2 pronged for a report as well as a widget I found another idea related to your first suggestion and added your vote for.
Separately, we'll get a gauge of the interest from others in a widget in Xero Partner Hub for this purpose from your idea here.
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Have an extra step to delete attachments
It would be great if there was an extra prompt to confirm when deleting attachments from purchases/sales. Currently you only have to press the 'x' and the document is removed and there is no way to undo this if it is pressed accidently. If it prompted you to accept the delete you could say no and avoid this issue.
2 votesThanks for sharing your idea, and letting us know why having a prompt before deleting files is helpful, Elena.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will be keeping an eye out on the traction this idea receives within the community, here. Thanks
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Attachments - Add preview compatibility for .eml and .msg files
Please consider adding compatibility to preview .eml files (and .msg files if possible) that are attached to invoices (and other documents) in Xero, similar to the pdf preview window.
Emails are text/HTML so this seems achievable.
This would save time needing to download correspondences to view them, which are useful attachments in Xero for audit purposes.
2 votesIt’s great to see ideas around attachment previews, especially how support for .eml and .msg files could make audit workflows smoother.
This idea is now open for the community to vote on and discuss. Adding a few details about how it would fit into your workflow can help others understand why it matters and give the product team extra context.
We’ll keep this thread updated as things develop.
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Xero Accounting app | Files - Preserve rotated images when uploading via device file manager
The easiest way to save a document to the Files Inbox is to share it from the device file manager or gallery. However, if an image has been rotated to landscape (e.g. because the image was originally the wrong orientation), saving the image to Files Inbox this way removes the rotation. The Xero Accounting app should preserve the rotation when uploading.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and it's a great suggestion for improving Xero. Now it’s up to the community to get behind it and support the change! Share your idea with any colleagues who would also benefit so they can add their vote.
Along with votes, other members can now comment to share additional detail about how this would improve their experience with Xero.
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Contacts - Show attachments for transactions in the contact overview
Under the Contact, where Xero shows the current account balance and further down the screen we can see all invoices etc for that contact. When I scroll down the list of invoices I'd love to be able to see a little icon that tells me how many files I have uploaded to each invoice. The only way to tell currently is if I click into each invoice and then I can see the number of files attached per the little file icon at the top.
28 votesWe're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
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Contract management
Create a full document management suit that links into invoicing including agreed increases reminders and renewals. Look at a integrated solution with online signing ability like Videosign: https://www.videosign.co.uk/
8 votesHi team we appreciate support in this idea, however as previously shared we don't have any current plans for extending files to accommodate what's being asked here.
We're continuing to keep a watch on the support for this, and recommend exploring the Xero app store if this is something you need right now.
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