SuiteFiles

About

This Suite extension helps you get even more from your SuiteFiles subscription. 

With an easy to use interface, our Chrome Browser extensions seamlessly links Xero Practice Manager (XPM) and Karbon to SuiteFiles, allowing you easily maintain data integrity across XPM/Karbon and SuiteFiles.

What a Suite solution!

New in Version 2.0.0
Updated extension to support new XPM layouts
Added Karbon integration
SuitePrint functionality moved to dedicated extension. 

New in Version 1.6.11
Fix for SuitePrint folder navigation

New in Version 1.6.10
Fix XPM/WFM Job and Quote folder link and document tab for group structured client

New in Version 1.6.9
Fix Job and Quote folder link. 

New in Version 1.6.8
Fixing matching folder link in WFM.
Fixing XPM Document tab to looking for the right matched folder.

New in Version 1.6.7
Improved the matching logic between clients in XPM and SuiteFiles to now use a unique ID. Now if a client name is updated in XPM, the connection in SuiteFiles doesn't break

New in Version 1.6.6
Update Xero cache and DB as soon as updates are made for new XPM migration

New in Version 1.6.5
Some bug fixes to SuitePrint

New in Version 1.6.4
Some maintenance to help identify issues or bugs better.

New in Version 1.6.3
Updating due date on an XPM Job no longer displays a SF folder renaming prompt dialog

New in Version 1.6.2
Fix saving function in SuitePrint

New in Version 1.6.1
Fix search and save function in SuitePrint

New in version 1.6.0
Fixed a bug on Job creation where folder defaulted to /Clients/Jobs instead of /Clients/[ClientName]/Jobs

Updated to Manifest v3

New in version 1.5.1
Fixed bug preventing SuitePrint from uploading files in XPM

New in version 1.5.0
Fixed some display issues for quote/job pages in both XPM and WFM
Jobs in WFM will now link to a folder in SuiteFiles
Editing or revising WFM jobs and quotes will now prompt to update the folders in SuiteFiles
Fixed an issue to improve the workflow for the archive/unarchive of WFM clients

New in version 1.4.9
Fixed bug to that stopped SuitePrint from uploading files

New in version 1.4.8
Fixed bug for renaming prompts in WorkFlowMax

New in version 1.4.7
Fixed bug for quote links not working in WorkFlowMax

New in version 1.4.6
Styling changes

New in version 1.4.5:
Update user login using SuiteAuth 

New in version 1.4.4:

Update feature description text in the extension option page

New in version 1.4.1:

Our new Suite Brand has been added to the extension!

New in version 1.3.3:

Improvements to Suite Print filtering!

New in version 1.2.9:

Improvements in performance when saving files into large folders!

New in version 1.2.3;

You can now drag and drop upload to the Documents tab in XPM.

Bug fixes to increase stability for jobs and quotes integration with XPM.

Bug fix for the Export PDF to SuiteFiles process in Xero Reports.


New in Version 1.2.2;

You'll find a new interface when accessing the Documents tab in Xero Practice Manager (XPM), with the links now mapping directly to your files in SuiteFiles, the ability to create folders (with templates) and upload a document. 

You can now create new folders (with templates) when downloading reports or when using SuitePrint

The "Client already exists" message when creating a new client in XPM no longer appears when the field is empty

Bug fixes for downloading reports from XPM and exporting Workpapers

You can switch back to the default XPM Documents interface by toggling the Documents Tab Replacement button following the steps here.

Did you know that installing our Chrome extension also improves your experience when using the Office Web Apps? We've made a few changes to make editing in the browser a better experience.