Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for right now.
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Hi I used xport my data in UK and it worked fine for £100
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Amit Patel commented
Xero is not fit for purpose without this basic audit feature which is required for tax authorities. Your competitors all provide this, and everyone will migrate away over time unless you solve it.
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Jeff Pudney commented
It looks like this only works in Aust/NZ, not the rest of the world
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Federica Rossi commented
I confim, I have used https://www.xportmydata.com too and it works well. Only downside is that it doesn't download a PDF copy of the sales invoices and sales credit notes, we had to download them manually one by one. A crazy task indeed. Xportmydata have said that they're working on implementing this feature.
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Ana Grau commented
If you need a single bulk download I would recommend you use Xportmydata (https://www.xportmydata.com). It will cost you $100 to download all your files. I have looked into this extensively and it is the best option out there.
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Mariete Santos commented
Hello, I am planning to cancel my subscription with Xero and I have 2630 files attached on Xero that I uploaded over the years. I did not keep the original copies as I believed it was safe to keep it with Xero only.
Can someone please tell me how to download this files from Xero? IRD require to keep records for 7 years. Will I need to pay subscription for the next 7 years only to keep the attached files ???? Please help !!!!
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Freya Pieroz commented
Here's a screenshot of what downloading each. Individual. File. Separately. looks like right now when using Xero in Chrome. As you can see, the list of downloaded files in the browser covers the navigation buttons, rendering this unnavigable.
Unless you have the time to wait for the dropdown to time-out, which when I'm downloading timesheets for payroll (since holding on to timesheets is required by law, and they can't be attached to pays) I very much do NOT have that time!
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Richard Muller commented
The German Tax authority (Finanzampt) wants all my receipts and invoices, physically printed out, in date order, along with a spread sheet breakdown, in matching order and are surprised my accountant and software can't provide this. They've recommended I switch accounting packages. After having manually having had to export over 600 digital receipts, I agree, one should not need to do this manually transaction by transaction.
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Sarah Penlington commented
Kelly Munro,
Can you at least add in the function that all files are attached to individual transactions be directed to your files library? It seems unusual that the files library is so restricted and these are not automatically populated there.
This seems like this should be a standard feature of Xero, not one we have to purchase from the Xero App Store. How does Xero control the security of these apps to download such sensitive information? One would think they would take this with more urgency to address.
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Les Harvey commented
Agree, should be basic feature
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Meilnda Laxamana commented
This feature should be available in Xero. I can't believe I have to download hundreds of images individually!
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Ludovic Leforestier commented
Hello and thanks for your response Kelly.
This is however a legal requirement and the need to be able to export documentation is a must have for an accounting software. From where I stand, it feels Xero is rather prompt at increasing its prices but I've seen little to no functional improvements in the last two years.
Oh and it's not just a batch to export receipts/documentation alongside transactions that we need. We also need to be able to attach receipts to expenses we add onto invoices (for the purpose of charging expenses to clients). -
Chorus Executive Finance commented
Thankyou Huyton. Your idea and experience with the product is very helpful. I will be sure to check this out.
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I used xportmydata from Xero App Store cost £80 for a one off download including files. This worked really well. Not happy having to pay for something that should be standard in Xero but it saved me many hours individually downloading files.
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Kurt Springorum commented
This feature is urgently needed, as for our case, where we need to present our files also to a Foreign Tax Department, where the local backup off all bills and invoices is mandatory. It is not enough for us to presnt them the accounting files.
Please include this feature as soon as possible, as it critical for us to be able to use xero. -
David Shannon commented
I get my clients to provide receipts/invoices for every transaction to be attached to the transaction in Xero. It seems absolutely pointless if these documents can't be exported. A client of mine is being investigated by HMRC and has hundreds, if not thousands of receipts that I've now got to download one by one! This feature should be definitely be on the road map!
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Luke Rawsthorn commented
It is absolutely apparent that Xero has been developed and continues to be developed for business owners that do not know what they are doing regarding finance and accounting. When professionals ask for the most basic and required functionalities expected of a financial system, we are given a watery, unknowledgeable and pathetic response. Get your basics right, Xero!
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Jason Shinkfield commented
Without this feature, the expenses function is nearly useless.
If I can’t save all these files for the tax authority, I’m doing things twice. Exactly why I am investing in software, to not do things twice.
Paying a third party app/website to do this is not acceptable. -
Helen Peacock commented
I totally agree this would be a very useful addition to Xero and would love to see Xero implement this soon
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Tina Mullan commented
This feature is essential and I cannot believe this is not something that is considered standard in this kind of software. Not having this feature as we grow is going to result is us ultimately finding an alternative software that can provide this - as this is a key feature we require each month. To download invoices individually is cumbersome and time consuming!
Xero you really should consider implementing this feature ASAP.