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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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.
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Suzie Evans commented
Migration to Gimbla completed yesterday. 2 days for downloading manually all evidences, 1 day for the migration itself (trial balances Xero / Gimbla, invoice / bills deletion, etc) - don't forget to remove API links - and a few hours to explain (well financially too) to the fiduciary company why they should rather defend their customers, good governance, best practices and possibly regulation by influencing their sponsor Xero instead of enjoying posh travel & expenses something like once a year. This world is definitely inverted but we're gonna change it ;-) Take care all; see you on other platforms.
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Caleb Chamberlain commented
A bit of an oversight. Xero says the following: "You're responsible for keeping records of data entered in Xero, so we recommend you regularly perform your own back ups." (https://central.xero.com/s/article/Export-data-out-of-Xero-US)
But Xero provides no utility to download attachments on transactions for backup purposes.
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Suzie Evans commented
It's now decided, we're leaving Xero for good moving to https://gimbla.com/ However, the migration will be painful and lengthy exactly because we have to download audit elements one by one; the price to pay for freedom.
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Haozheng Li commented
this task has been voted for the top long-standing, but still no feedbacks
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Haozheng Li commented
it is unreasonable to waste our time on such simple and repeating tasks
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Haozheng Li commented
xero is a listed company, but cannot solve this simple issue within almost 10 years?
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Haozheng Li commented
As you've found, there isn't another way to download all files for one bank account or to download them in bulk. You'd need to need to click each file one by one to download it.
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Chris Williams commented
This feature important for us too when recovering expenses from clients. Will look at alternate accounting software
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Matthew Arnold commented
It's really disappointing that Xero cannot do something this basic. It's a requirement for us, and we will likely not use Xero because of it.
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Richard Mowbray commented
Doesn't appear to be much third-party software out there that can do this.
Has anyone had any experience with this application: https://www.synkle.com/ ?
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Suzie Evans commented
Very valid request opened since 2013. It's a total shame; really disgraceful that Xero deliberately did not implement a mandatory features, at least from a legal, auditing and accounting standpoint. At this stage, we're bound to recommend GIMBLA, a FREE simple yet full-featured accounting software. Very bad commercial behaviour by Xero and its affiliates (certified accountants who did not push for it though getting their stipend from the mother ship...) https://gimbla.com/
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David Sharp commented
Would be super handy thanks!
Recently did an overseas trip for a customer with agreed direct billable expenses. Would be super handy if I could either bulk export all associated billable expense files/receipts to hand over to the customer alternatively, if it was possible to send as a file with the invoice. I can allocate the billable expenses but then have to manually attach the already associated files? I know double handling is just accounting way of life but this is a little impractical?
As it stands I have to manually open each transaction and save the associated file. Very time intensive and not overly practical....
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Paul Tong commented
critical for me to use xero efficiently
Please advise when something might be available -
Oliver Noles commented
Requesting this also. We have hundreds of invoices that need downloading 1 by 1...