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.
-
Glen Johannes commented
What is your workflow as an alternative to using Xero uploads?
-
John Yates commented
Hence why I don’t use that upload function anymore. Ridiculous.
-
Kevin Smith commented
In response to this question "Is somebody on the Xero side aware of this request? I haven't seen responses from the Xero side"
I've brought this up with Xero staff and their response wasn't encouraging. They said it wasn't their department and the developers will look into it if there's sufficient interest. I have the following observations after my discussions:
1) Xero have moved from the disrupter to the aggregator and are consuming the market with indifference.
2) I used to be in contact with developers in the past (would write my own code when Xero was first starting) but they are being kept away from the public now. Hopefully they are being treated well in captivity ;)
3) Xero have no plans to implement any changes to this process as it holds us captive to their system.
4) The front end staff we see as practice owners aren't as aware of the Xero product as they used to be. Back in the day the staff I'd chat to had a broad knowledge of the business as they had to cover multiple rolls.I understand the position Xero is in now as the business is much larger than it used to be. Systems will grow and adapt but I can't shake off the feeling that their design choice to lock the uploads away (not having bulk downloads is a lock) is intentional and in bad faith to their clients/customers to create additional/consistent revenue streams to increase their business value (especially prevalent in tech industries who work on multiples of subscription fees).
-
Alejandra Haselwood commented
Is somebody on the Xero side aware of this request? I haven't seen responses from the Xero side
-
Glen Johannes commented
Just me being cynical I’m sure but obviously Xero do not want to implement this critical feature because they be can continue to have subscribers captive to their system and increase subscriptions regardless, knowing no one can do anything about it!
-
Sam Webb commented
This is a major flaw in the software provision. It is critical!!
I'm currently look at using another accounting program.
-
Amanda Whiteland commented
Seems a business critical requirement
-
Birt G commented
Please implement this fix. It's an obvious need if Xero wants larger companies to stay with them.
-
Emma Lock commented
This is something that is really needed. One by one downloads is not ideal for clients or accountants using the system.
-
John Yates commented
This is a major flaw in the software provision. It is critical!!
This is so critical that following
my call/email to xero many months back I immediately and totally stopped uploading documents. I now save them to a completely different folder for later use.Summary … the existence of this issue is ridiculous. Sort it out please Xero, and fast!
-
Alejandra Haselwood commented
It's critical to have a backup of all the documents that have been uploaded to Xero as support. It's needed as a backup of accounting supporting documentation, and also for audit purposes. It's not realistic to expect companies to be downloading documents one by one for that purpose. It would be extremely time consuming and costly. Please implement this feature! Or allow users to request to the support team for specific time periods. Some other platforms provide downloads for a small fee.
-
Gillian Styles commented
Having this ability would streamline our processes considerably when it comes to fulfilling our responsibility to maintain back up copies. It looks to me to be a fairly easy coding fix and I am hugely disappointed that Xero don't seem to consider it. I have inherited this installation and on this point alone will not recommend it to any-one else and may consider moving away from Xero in the longer term.
-
Rozalia Molnar commented
I would live to have this implemented. I have been adding the supplier invoices to Xero for years, but i would like to back up all the uploaded invoices. At the moment, it would take a long time to download each document one-by-one.
Please consider this to be the next 'in progress' idea. Pllleeeeeease
-
Andrew Shearer commented
Further to my previous comment... due to the lack of this critical feature, I have just cancelled two Xero subscriptions
-
Debbie Crumley commented
In this age of ransomware attacks and digital accounting I think it is appalling that Xero haven't got the functionality to export or externally back up your receipts and invoices when attaching this information is one of their major selling points.
While I appreciate I can manually download lists of bills and invoices - it is crucial to have the receipt/invoices to go with it. This is the evidence if there are any issues.
This is a massive negative and it is crucial this is addressed though I am not holding my breath as judging by the comments of other users it is one that Xero has ignored year after year.
-
Agnes Andersen commented
would be great when XERO can adapt this function!
Files - Bulk export/print attached files
And I agree - to others here - it is a critical function!
Thx, Agnes -
Lise Toner commented
The value of having files attached to transactions is severely diminished if we cannot have an easier way to download what is needed at the time of audit. The effort to download at the transaction level is a costly option.
As others have commented, this is a critical function.
-
Ankit Chaturvedi commented
The request has been there since 2013 November. It really is astonishing that after nearly 9 years nothing has still been done on this work.
XERO really needs to get their act together for this.
Or atleast remove the attachment option entirely, so nobody then relies on it atall.
-
Tom Bartlett commented
Vital to give to accountants for backup/audit services. Bizarre that this isn’t an option and would have dissuaded me from using Xero if I had known it was not available beforehand.
-
Susan Scott commented
Needed for when a business ceases trading but needs to keep the info for tax purposes