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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Doug Jarvie commented
I agree with what I've read below - this would be a very useful function, presumably linked to an "Accounts Transactions" or similar report where one column would show if there are attachments, and so items for download could be selected from this. I'm not a technical expert in any way but it feels to me like this shouldn't be too challenging to set up
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Charlotte Cudby commented
Glen Johannes I hope you read this. In regard to your comment, "I seriously feel that some consumer legal action be taken against Xero for this flagrant and deliberate avoidance of adding this obvious compliance audit requirement", perhaps there is a way to do something like this? Bringing together all the passionate people on this thread and perhaps even using our accountants who have networks to bring together interested parties and put pressure on Xero. I will certainly be suggesting this to our accountant...
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Charlotte Cudby commented
Yes totally agree Alejandra. Problem is what we do about historical data that we have every right to be able to backup and download. I was misled when I started using Xero that if everything is in there I don't need to have it saved separately. How wrong that advice was! What if Xero gets hacked? Am I exposed in the case of a tax audit? So I am currently going through the laborious process of collecting back all that info and saving it separately. This has made me very upset with Xero to have to waste my time like this because of their attitude on this issue. So upset I don't want to remain with them...
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Alejandra Haselwood commented
It doesn't look like Xero has the intention of incorporating this feature anytime. I followed the suggestion of another user, and have been saving my support separately in Sharepoint. No use waiting around for xero to implement the feature.
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Tenx Advisory commented
bulk download is very much needed
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Charlotte Cudby commented
Message to Xero: I originally commented on this earlier this year and now having read through recent comments and frustrations, as well as perspectives on your (Xero's) attitude towards not wanting to incorporate this feature I feel so angry about it that I too, will be saving all my files separately in preparation to stop using Xero. Totally outrageous!! I will also actively discourage anyone I know from joining up and encourage people already using it to switch. Let's all vote with our $$ and leave.
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Charlotte Cudby commented
We absolutely should be able to export bulk files from Xero. This is a critical backup function. In this day and age of hacking we need to be able to back up files easily.
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Jacolyn Warner commented
I have only just found out that this feature is not available - how can this be when we are given to understand that all you have to do these days is upload a photo of your receipt and hey presto, all the work is done for you - and a copy of the receipt/invoice is held as a PDF against the transaction - all great until you need to retain copies for audit / VAT inspection / retention of files at company closure etc. Then I'm told I have to go and download each receipt/invoice individually - for hundreds of items??? I wish I had kept all the original documents in files now, like I used to before the "digital" age....I'm at a complete loss here as to why I can't download all the PDFs....??????
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Suzie Evans commented
The idea is not to fly away but adhere to mandatory requirements. Google provides full data export (well in a ****** .json format) so Xero shall abide. If the product is good and prices competitive, people / companies will stick around.
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Glen Johannes commented
I seriously feel that some consumer legal action be taken against Xero for this flagrant and deliberate avoidance of adding this obvious compliance audit requirement. This has been brought to Xero’s attention years ago and they simply ignore the poor rubes that are locked into their system. They obviously don’t have much faith in their own system - because they think people will leave in droves if this basic feature is introduced.
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Suzie Evans commented
Could someone in New Zealand find a regulation that would enforce Xero to implement such feature? It's not a nice to have, companies must be able to bulk export data from critical systems.
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Blair Phillips commented
It would certainly save a lot of time, as we prepare a PDF (source documents/bill and approval audit trail from ApprovalMax) of all bills paid in the batch for review prior to release in the bank by our Directors. As they may not have necessarily been involved in the approval process of each individual bill so therefore would like sight of it before approving the bak transfers.
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Johnathan Cerio commented
Necessary for document back up retention
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Kay Walsh commented
Need to be able to export all attachments associated with billable/reimbursable expenses. Clients need the supporting documents. Downloading them one by one is highly inefficient Lots of duplication of effort
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Aileen Asche commented
I would like to be able to download all the attachments I've put in Xero each year as a backup in case Xero ever goes down or I need to provide to an auditor. Downloading them one at a time isn't a good use of time so a bulk download would be really nice.
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Ethan Sneeden commented
It is odd that this isn't a function, since you can upload in bulk. It would be very useful for uploading into Dext to save time
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Dinah Barclay commented
There is also another post about this. Its ridiculous that this isn't an option - and no way of backing up attachment pdfs.
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Conor de Hal commented
Obviously necessary feature.
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Teri Ross commented
ALL: This feature suggestion has been posted since Nov. 18, 2013 with 180 votes and it has still not been implemented. My suggestion is that we save whatever is uploaded as attachments to our company hard drives and use that as our back-up. Xero is clearly not in a hurry to add this feature so we shouldn't rely on them.
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Susan van den Elzen commented
I am facing legal action and urgently need this facility to download a full schedule of entries and attachements dating back to Mid 2018 I need this by end of 30 October 2022. PLEASE HELP