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  1. Files - Reduce clicks to access folders

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    40 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry 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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    Serena Buffrey commented  · 

    We use our files folder to keep copies of supplier invoices which are easy to look through if we have queries. Before the update, if you wanted to use sub-folders, in order to stop your files from disappearing from the files folder, you had to move them to the sub folder BEFORE posting - and then you could easily post them directly from there with a couple of clicks using the 3 dots on the left. Now, if you want files in sub-folders, you have to manually create a document from the + Button and then search through the sub folders to find the file and attach it manually to the document, which takes much longer, especially if you have a long list of sub folders. Alternatively, you can post invoices from the Inbox and then they disappear into the All Archive folder where you need to wade through hundreds of unsorted files (since this folder contains both unsorted files and those already assigned to a sub-folder) in order to find the one you just posted and assign it to a sub-folder! Please either revert to the previous version or add the functionality to post invoices directly from sub-folders in the Archive in the same way that you can do so from the Inbox.