Choose a Default Save Folder for Invoices and Quotes
Currently, when downloading invoices, quotes, statements, or other documents from Xero, the files are automatically saved to the browser’s default Downloads folder.
It would be very helpful to have an option in Xero to select a specific save location or default folder for downloaded documents. This could include different folders for invoices, quotes, statements, and purchase orders, or the ability to save directly to a client folder in OneDrive, SharePoint, or Google Drive.
This feature would reduce manual filing, improve document organisation, and save significant time for businesses and accounting firms that process a high volume of Xero documents daily.
Example:
Instead of every file going to Downloads, users could choose:
Invoices → Client A > Invoices
Quotes → Client A > Quotes
Statements → Client A > Statements
This would create a much more efficient workflow for Xero users managing multiple clients and large volumes of documents.
Jeanne-Mari Kriel
shared this idea
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