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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Kat de Bruijn commented
I just received an email from the new CEO.... with her email address in it! I've already complained, if we all complain at least we have a new set of ears that may hear us! Her email address is ceo@xero.com.
Go for it! -
Juliet Samuels commented
This is absolutely critical - Xero loses much of its time saving efficiency and any scalability without this. Cannot believe an accounting system could be designed without this. No native search for all documents filed / added to transactions.
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This is important to send existing files to a DMS
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Jane Lee commented
Any plans to roll this out soon? My auditor is asking me to download all the files for them to check and I have more than 500 transactions.
Edited) Found a comment below from Suzie Evans Jan 3. Seriously considering to move to https://gimbla.com/ now.
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Steve Osborn commented
This would be super helpful
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BI Department commented
Do it ASAP
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Valetta Fernades commented
We need bulk export of attachments with bills, once the batch file is created, so we can submit this report to the final approver (usually the CEO). At the moment we are manually exporting the file which is time consuming.
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Tash Irwin commented
OK So I tried https://www.synkle.com/ - it charges $399 AUD to download up to 5000 files.
It looks like it does a single bulk download of all the files you have in the system but doesn't seem to allow you to specifically select files.
At that price with no ability to view what you are getting for your money that's a bust in my opinion.
Come on XERO! Sort it out!
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Tash Irwin commented
Has anyone found reliable third party add-on that can do this. https://www.synkle.com/ was mentioned but it wanted full access to my Google Drive when I tried it. Which made me nervous...
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Tash Irwin commented
This function would be ideal when reporting on grants received. In particular showing funders the details of what their money was spent on.
Ideally you'd be able to run a tracking summary report and download all of the attachments that had been uploaded to each transaction. -
Niamh McGuinness commented
This would be extremely helpful
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Jane Aird commented
Need this feature as we need to download a large quantity of documents to use as evidence for a grant application, it's going to be a very slow process to do this manually 😫
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Amit Patel commented
Must have feature for audit
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Mustafa Cihat Gurpinar commented
Its weird that Xero still not providing this function, will they wait starting to lose customers because they cant have backups?
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Sabrina Pernas commented
This is actually essential to avoid uploading files twice and be able to have everything in the same place
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Susan van den Elzen commented
Lynn Tan Jan 6 and Lisa Cardno Jan 12, both your comments are so valid and on point. This is not to say everyone else's comments are not valid, it just highlights how Xero is could make the application even more valuable and easier for its users. Working a solution to reduce double handling of this issue will solidify long term loyalty and cement the highly valuable 'subscription' income it enjoys. It is only a matter of time when some genius youngster will deliver a more comprehensive solution. Come on Xero, take a look at this.
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Darren Broadby commented
If uploaded files are not easily downloaded (without needing to open every invoice or bill separately) it's virtually impossible to have a paperless system as there's no alternate way of viewing or backing up - and given so many short comings of Xero and they are clearly not interested in any real issues raised - sadly the best option seems to leave Xero for a more practical platform.
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Lisa Cardno commented
When our second approver goes into Xero to view the payment batch it takes alot more time to click through the bill to a copy of the invoice to view. If we could export all invoice copies associated with that payment batch into a PDF file then this person could have the PDF open and payment batch open side by side and cast their eyes over the actual invoices as they go. Much easier than us having to print these out for them to view which goes against the whole point of uploading and approving online.
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Lynn Tan commented
Should have the ability to export all bills attachment as a backup for Company. It is double work for the User to "Snap" photo using Xero app and yet, has to scan another copy to own email / drive to keep a record.
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SRNA Admin commented
This is a critical feature to be able to download all relevant attachments when it comes to bills and invoice. Do the right thing please and allow this or provide a simple function to the underlying folders.