Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
-
Lise Toner
commented
The value of having files attached to transactions is severely diminished if we cannot have an easier way to download what is needed at the time of audit. The effort to download at the transaction level is a costly option.
As others have commented, this is a critical function.
-
Ankit Chaturvedi
commented
The request has been there since 2013 November. It really is astonishing that after nearly 9 years nothing has still been done on this work.
XERO really needs to get their act together for this.
Or atleast remove the attachment option entirely, so nobody then relies on it atall.
-
Tom Bartlett
commented
Vital to give to accountants for backup/audit services. Bizarre that this isn’t an option and would have dissuaded me from using Xero if I had known it was not available beforehand.
-
Susan Scott
commented
Needed for when a business ceases trading but needs to keep the info for tax purposes
-
Lynn Marshall
commented
I can't believe this cannot be done. Attachments are the digital versions of the paper receipts, and used instead of them. The download of the attachments should be a fundamental option as digital records are needed to be kept for 7 years. Come on Xero, sort it out.
-
Jeremy Nicholls
commented
After many years, I need to have a clear-out and delete loads of unused accounts etc. The only way to do this is apparantly to create a new subscription.and transfer the data I need. But now I discover that I can't transfer the attachments. This is a problem. Xero should explain this to new users, and recommend that files are stored outside Xero. Even better, Xero should offer the possibility to include links to items in external storage.
-
Tanya Spicer
commented
It's disappointing Xero does not provide bulk export of the general ledger with all attachments.
-
Daniel Whitehead
commented
This is needed urgently. Its required for audit purposes, document retention, and document retention in the event that you no longer require Xero access. We need the ability to easily bulk export all data and attachments that have been inputted into Xero.
-
Harry Kay
commented
This is critical for us. We are ending our Xero subscription until there are improvements in adding receipts to transactions, and exporting receipts.
There are too many mouse clicks involved across all of Xero - what is a drag and drop, or simple function in a phone app, takes far longer in Xero.
-
Matt Beattie
commented
This is a critical function
-
Andrew Shearer
commented
Trying to lock users into your system by not offering these types of features, is exactly the thing that will drive customers away.
-
Andrew Shearer
commented
If Xero is not prepared to offer a basic function such as downloading MY data in a simple way then I will need to look for an alternative accouniting solution.
-
HAROLD LLORCA
commented
I always need to download all documents at once
-
Lauren Hillier
commented
If we expect and encourage clients to use Hubdoc/Xero as their sole recording keeping source we need to offer them a solution should they wish to stop using it.
-
Sarah Roberts
commented
This would be a very useful function
-
Ryan Ball
commented
I really don't understand why Xero have not allowed users to download in bulk their digital receipts. The mobile app accesses your camera and imports the photo into Xero without saving the image to your phone. So there is no other way to access the image other than through xero.
Who is going to spend days going through every transaction downloading the individual files? Surely Xero could enable this feature easily. It's a must for auditing and backup purposes.
-
Andrew Perkins
commented
It is a great feature that receipts etc can be saved with the transactions but not acceptable that these cannot be exported in bulk.
-
Peta Paterson
commented
It is good that the client has the ability to attached the invoices to each transaction but then, we need to give the copies to the auditor so this step would improve our efficiency substantially.
-
Suzie Evans
commented
As it is organisations' responsibility to archive / back accounting data, it must be possible to bulk export all attachments for expenses.
-
Anh Vu
commented
Downloading files one by one really takes time. Especially when there are hundreds of files in the library.