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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Romiz Kanj commented
Not sure why this option isn't already available.
I left QuickBooks thinking Xero had more flexibility but this is a letdown.
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Matthew Thomas commented
I really need to bulk download files from the Files folders
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John Yates commented
Hi Hong.
You said ... "At each calendar month / financial year end, we able to export/download all the files at year end, which perfectly align with the reconciled records."
Are you able to download and save a full transaction listing with all the invoice attachments as well??
Thanks!
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Hong Chan commented
We can create invoice, send email to add bill, scan receipt to create expense..etc. All these are already stored in Xero Files.
At each calendar month / financial year end, we able to export/download all the files at year end, which perfectly align with the reconciled records.
Save massive time and never need to worry about keeping your invoice/receipt book somewhere else, and also easy for users if they want to keep a backup of the records. -
Joe Tanham commented
This will be extremely beneficial for audit purposes. Now that we can directly email invoices to Xero to create the bills with the file attahced, being able to export/download all the files at year end would be a massive time saver.
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Marijo Tanael commented
Hope you add this feature the soonest possible time. This would be very helpful to those who will set-up another Xero account due to changes in base currency. or make it possible to have an option to change the base currency in Xero in the future.
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Michael McDonald commented
This would dramatically improve the system.
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Hong Chan commented
Require as a invoice/receipt book. Very useful for audit purpose.
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John Yates commented
This is needed urgently. Its required for audit purposes, document retention, and document retention in he event that you no longer require Xero.