Settings and activity
2 results found
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128 votes
Hi team, we appreciate wanting to hear updates from us here.
Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.
This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.
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Caren Squire
commented
Any news on this yet, Xero? We were told on Jul 26, 2024 that the team were planning to take a deeper dive into this, and that someone would come back to us when this picks up. The ability to create sub folders in Xero Files is clearly an issue for many practices, and yet more than 6 months since the last comment from Xero, we have heard nothing. It is really disappointing, Xero, that this hasn't been resolved yet, or at least that we have given a time frame for some some action. Do I really have to store my files in a separate system when the Xero subscriptions are already so high, and steadily climbing? Two and a half years (at least) since the idea was first requested, but very little response from Xero. Other accounting packages have this facility, so why not Xero?
An error occurred while saving the comment Caren Squire
commented
Having moved all of our clients over on to Xero more than 7 years ago, as you can imagine, each client has its own Files section, some of which are getting so unwieldy that it is becoming a serious. It would make life SOOOO much easier to make some sense of all these folders / documents. So good to hear that a solution may not be too far away now 🙏🎈
An error occurred while saving the comment Caren Squire
commented
Hi Peace, I asked that very question back in February, but didn't get a response from Xero - hopefully you have more luck than I did 🙏🤔
An error occurred while saving the comment Caren Squire
commented
Xero.... Do we have any ETA on this feature? It would make a lot of peoples' lives a lot easier as per all of the comments.
An error occurred while saving the comment Caren Squire
commented
We currently store many documents in the Xero Files section, and they are saved in folders named the month and the year that the invoices are paid in (they are contractor's invoices, so they go through payroll but cannot be attached directly to the transaction as with other documents). The Xero Files area is now becoming congested and unwieldy, which is now becoming a real problem for us. If we could have a Financial Year folder with each month's folders contained within it, that would make life so much easier and make the Xero Files area so much tidier.
Caren Squire
supported this idea
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16 votes
An error occurred while saving the comment Caren Squire
commented
We work outside of our practise as well, and to keep on top of the work in our practise we regularly work on a Saturday, and sometimes on a Sunday. Capacity settings don't include Saturday and Sunday, and therefore weekends are not included in the Time Summary on the dashboard, which we use a lot to have a clear indication of where our hours worked sit in relation to our capacity
Caren Squire
supported this idea
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MYOB has this feature as standard, but despite how many years of requesting this feature, we appear to be no further along. In July of 2024 we were told that the "team are planning to take a deeper dive into" the ability to have sub folders, but two financial year ends later we still have no prospect of storing documents in a relevant way for accountants to easily pick up the information that they need, and no further indication from Xero as to when we can expect it to be implemented. For us, as bookkeepers, our files are just so cumbersome when trying to find anything (in all of our clients' document storages), even with folders set up for annual records, it is becoming a joke now, and despite the large subscriptions that are paid to Xero by each of our clients, we now have to look at some other way to store our files, which is very annoying after years of asking for this sub folders feature to be added, especially with the feature being standard from Xero's main competitor. 😡