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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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    Ellen Cantorna commented  · 

    Files used to be a great feature in Xero. It was where we stored and organized important documents in a way that actually worked. The new Files update has made an already busy process unnecessarily difficult. What used to be quick and intuitive now takes more steps, more time, and significantly more effort.

    Every document attached to invoices, vendor profiles, and journal entries is now being duplicated into the Files Archive. As a result, thousands of files are piling up in one place, with no practical or efficient way to manage or search them.

    I genuinely don’t understand the logic behind this. If a document is already attached to the relevant transaction or contact, why is another copy being stored in the archive? It serves no functional purpose and only creates confusion.

    This feels like change for the sake of change. It has added complexity where none was needed and made file management worse, not better. Please reconsider this approach and restore a file system that supports real accounting workflows instead of working against them.