Settings and activity
50 results found
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94 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
Jenny Draper
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6 votesJenny Draper
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2 votes
Hi Lynn, thanks for putting this forward. We can see how having page navigation controls available at the top of Files screen could make it easier to move through large folders and archived documents, especially for businesses that have built up a large volume of files over time.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how this could improve document management workflows.
An error occurred while saving the comment Jenny Draper
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9 votesJenny Draper
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5 votes
It’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.
Jenny Draper
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18 votes
Thanks for raising this with us, this was great Feedback. We are continually enhancing Xero and specifically the new Smart Doc Capture feature, so its great to hear what our customers want to see. The option for a search function in Files is something that our Product team is currently developing and we will round back to this idea and update you when this is is released.
Jenny Draper
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6 votes
Hi Julie, thanks for sharing this idea. We understand that having more control over how documents move through Files would help make document management workflows smoother.
The suggestion is to add an option to bypass or disable the Smart Document Capture review process, so documents can be stored directly without needing manual review.
We’ve moved this to Gaining Support so we can continue to track interest.
Jenny Draper
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11 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
Jenny Draper
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21 votesJenny Draper
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7 votes
Appreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.
Jenny Draper
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41 votes
Thanks, 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.
Jenny Draper
supported this idea
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An error occurred while saving the comment Jenny Draper
commented
Please, please can the Files box be CHANGED back.
The "new" system is completely unusable, and has thrown our entire client process for new items into complete turmoil!
> The idea of having an "Inbox" for the Inbox is a disaster!!!!
> The new "Archive is a disaster and counter productive
> The movement of files from the "inbox" to "archive is slow, time consuming and has COMPLETELY disrupted our workflow.
> Files I remove from a Bill and move back to the Inbox now seem to DISAPPEAR!!, OR they are place din the "archives" which is a list of over 10,000 items - HOW do i fid the one I want when most are called something generic like "Mobile 31 Dec 142459"
> I have 461 PAGES of items in Archive at a page list of 200 - That is 92,200 files to look thru to find what i need if they're not already in a folder
> There is NO search option in archive t find what i need, but AGAIN - ost are called something generic like "Mobile 31 Dec 142459"
> I NEVER know what date a file was uploaded, so filing in upload date is USELESS
> Bills now can not be created from the Folders in the stupid Archives are, so to create a new bill the item needs to be moved to the invoice, created, moved to the archived, and is SOOOOOOOOOO often completely lost
> My clients STANDARD OPERTING is to place items in the FILES and now they are all random in there & the clients don't know what the heck the "archives is for and they are completely sick of this area, and it has lead to A COMPLETE BREAKDOWN OF CLIENT TRUST, a hundred extra HOURS on organising new messy accounts for clients.
> THere are ABSLUTLEY NO GOOD feature in this inbox. I work with tradies and as we all do - BUSY CLIENTS who are just finding this a disaster
> the INMBOX has LESS ORDER than before & it is an AMATURE filing system that we DOI NOT have time to work around.
> MY clients are now com,plaining about the EXTRA HOURAS CHRGED due to this horrid INBOX organisation, and MY BUSINESS IS SUFFERING
> WE DO NOT Need the entire list of 92,000 PLUS documents listed - why oh why was this useless setp even added????
Please I am sooo desperate with this matter that I am genuinely going to loose my stuff!!
> The past few DISASTER "upgraeds were a infuriating - BUT THIS ONE TAKES THE CAKE - PLEASE WHAT IN HECK ARE XERO TRYING TO DO?? CHJASE WAY ALL THIER CLIUENTS AND TGHEN OUR CLIENTS???
Please . I urge,. I beg, I please with you. PLEASE CHANGE THE INBOX BACK.
It is so utterly useless, so Time Wasting, Process Breaking, Sanity Breaking, Client annoyance, employee last straw , worse move I have ever ever seen in my 38 yeras of accounting
GST intro was better./ COVID was better. Y2K drama was easier,.
Seriously - move the file button back to ONE CLICK and return the rubbish dump that is Files back t how it was - IT WAS NOT BROKEN.
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36 votesJenny Draper
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37 votesJenny Draper
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696 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Jenny Draper
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Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Additionally, regarding the other idea on searching within the files section, I have found a similar idea to what you're suggesting and added your vote there. We'll monitor both ideas for traction.
Jenny Draper
supported this idea
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33 votes
Hi everyone, we appreciate engagements on this idea so far. We understand how a confirmation step or restore option could help prevent accidental loss of files.
It has been awhile so we want to update this idea status to Gaining Support. To be upfront, we don't have immediate plans to implement this idea but we’ll continue monitoring the interest in this request.
Jenny Draper
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26 votes
Hi team, appreciate the continued feedback and hearing the needs around this idea. We understand there different workflows in which a document may be attached to a transactions that has already been recorded.
We are pleased to share that this is in the process of rolling out with Smart document capture and auto-match that's currently in beta with AU and NZ.
Auto-match compares details of your document against the transactions already in your organisation and will auto attach if it finds a match. 🙂
You can read up more on this feature on Xero Central and I'll round back to share once it's fully released.
An error occurred while saving the comment Jenny Draper
commented
Thanks for your usual "political answer". We all HATE The new changes - we ALWAYS LOOSE FUNCTIONALITY.
We need to be able to attache files to other transcations. WE NEED to FIND the files (DOCUMENTS!!) when they are in this debacle that is the files junk pile. he new FIles / Domcuyments is a disgusting disaster.
And why has the 'Document' option moved to the MIDDLE of the list??????? Can you at the very least ALPHABETISE the list, OR PUT IT AT THE OP.
argjh...... Xero is killing me
Jenny Draper
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16 votesJenny Draper
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8 votes
Hi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
Jenny Draper
supported this idea
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105 votes
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.
Jenny Draper
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Absolutely agree