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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Morris Leach commented
This should now be a priority as files are often needed to be downloaded en mass for compliance purposes
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Jeff Pudney commented
I now have grave concerns about Xero software given their update today. As the need is very obvious, I suggest that anybody who has commented makes sure that the they have voted for this issue to be resolved and asked other collegues to do the same. From a review of the topics list it is currently number 11 on the list and I am sure vote number would increase dramatically if all users understood the legal implications.
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Sarah Hart commented
Thousands of users have reported this as a critical feature.
In addition, for most jurisdictions, it's a legal and audit requirement as well as a client service expectation.
Xero should adjust its response to this request. We buy a license for book keeping software. If it can't perform basic tasks, such as exporting the records we have created,, we aren't getting what we pay for... -
Rachel Aldridge-Jones commented
I've just had this response from Xero support:
Hi Rachel
Thanks for responding back.
We at Xero have decided not to look at this idea any further so this is a option we will not implant and have no plans to add this.
We have checked this with our product team and this cannot go any further we have no other workaround other then having a look at the app store.
We receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team.
A rarely submitted feature request might be superb and very valuable but may be competing against a common request that may be perceived to be less valuable. We do try to take all elements into consideration.
The reason we don't make our Development Plan public is so that we can retain flexibility regarding features included in releases. We do mention some planned features on our blog, but as others are more susceptible to change, we'd rather under-promise and over-deliver than vice versa.
We really hope you understand the complexities involved and don't feel we're ignoring you even though the features you've requested aren't immediately included. We also hope you continue to submit your feedback, suggestions, frustrations and comments as this really does help us to improve Xero.
Thank you again for your feedback.
Xero Product Ideas: Share and support ideas
Kind regards
Naveed
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Rachel Aldridge-Jones commented
Hello, just to reiterate what other users are saying.
We are in desperate need of this functionality. We have to evidence our costs to our customers and need to show them copies of the original bills we have received. Some Projects have hundreds of bills on which we currently have to save one by one; a time consuming and therefore costly exercise for an SME.
Xero please escalate this development.
Thank you.
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Luke Martin commented
If the government asks for a list of my expenses, I need to be able to generate a report of all my expenses for the financial year to give them. Not having this feature makes the financial app unusable for running a small business that needs to track and possibly print a report on expenses for tax purposes.
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Annbie Armas commented
This is very helpful, so please kindly prioritize! Thanks!
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Vince De Guzman commented
This should be prioritized. Thank you!
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Mariel Diaz commented
This is a big need. Please do place resources here. Thank you!
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Claire Parker commented
Hi Xero, with the upcoming retiring of Classic invoicing in September with no suitable replacement as yet, many customers have expressed their intention to move away from Xero as it no longer meets our needs.
The only issue holding my company back from migrating on 1st July, is how to retrieve all the attached files in AP, invoicing and spend/receive money transactions.
Having been a huge fan of Xero since inception we have trusted you to assist with our transition to paperless by utilising the attach files function in Xero.
As we are required to keep these records for 5-7 years, we will need to hold on to Xero in some form or another if a bulk download of files is not possible.
Please look at this again to give the customers you have alienated a feasible migration outward process.Or can you please advise how these files will be retained to be retrieved, if required, for an audit.
Thank you.
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David Legg commented
As per all the other comments, this isn't good enough.
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mustafa Dincher commented
It's ridiculous this feature is not there. You have an archive for each company and thier data. This data should be accessible and also the feature of date filter is the simplest of implementations. Xero hasn't even provided the basic master file for attachments which would still be a pain but at ;east everything is one place and you can search or sort through the attachments and keep within the tax laws of evidence. Xero needs to implement this immediately as I have 9 companies with Xero and will be looking to transfer the data and move my business elsewhere that supports the features that should be standard.
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Jeff Pudney commented
Two posting today about external solutions ( at a cost) to what should be resolved internally. Our local group has highlighted a hesitancy to use Xero in future when there is no understanding of this need to be integral to the actual software. Such a shame as originally Xero showed greta promise that it was not just another Sage or QB.
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Sara Georgiou commented
We found a great company that can download attachments from Xero called Numerint https://numerint.com/
They are on the app store as well! -
Marieke Jansen commented
A new Xero add-on has launched to download attachments in a ZIP file: Cashdash: https://www.cashdashapp.nl
It can be used for invoices, bills and bank transactions. -
Jasmine Chioh commented
Could you please confirm that there is indeed no option to export the attachments by the end of the day? It's frustrating to be provided with a link to view when there's no way to download the attachments. This ends up being a waste of my time.
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Louise Gratton commented
Considering the law around responsibility and record retention surely this is an essential?
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Wendy Winter commented
I've been using Xero for a number of years now and have multiple companies using it so we pay quite a bit per month. We've recently closed a company down and find that we can't save all the attachments for the required 7 years by HMRC when we export the data. It's a completely ridiculous omission by Xero not to address this as a priority and I can only imagine they haven't done it to keep people paying. Shame on you Xero. I'll be looking to take my business elsewhere as a result. Fortunately we already have most attachments saved elsewhere otherwise this would be a massive problem and will be for most Xero users in the future.
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Jeff Pudney commented
If making comment, or reading and agree, please also ensure that you vote for this idea as well. It is currently sitting just outside the top ten requested improvements. It is time for Xero to see how important this is to us all
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Jacolyn Warner commented
This won't be helpful for many people, but just in case it helps one person....When I found you can't download the files from Xero, I started using Hubdoc, which is seriously limited and clunky but you can easily download files from it - I keep the invoices etc in folders within Hubdoc and download whichever ones I need, whether receipts to go with recharged disbursements, or the monthly purchase invoices. It's not the best, but better than nothing. The main issue I have is not being able to download sales invoices without "printing" each one to a PDF - such a waste of time! These substantial omissions from a basic book-keeping system are crucial to everyday accounting and auditing - but I guess that's what you get from making assumptions on what would be included as standard on an accounting package that claims to be the answer to an accountant's prayers.......