Files - Bulk export/print attached files
Ability to export and print files from Xero in bulk.
Purpose: To have backup files and audit purposes.
AdminXero Team
(Admin, Xero)
shared this idea
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.
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John Yates
commented
Hi Hong.
You said ... "At each calendar month / financial year end, we able to export/download all the files at year end, which perfectly align with the reconciled records."
Are you able to download and save a full transaction listing with all the invoice attachments as well??
Thanks!
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Hong Chan
commented
We can create invoice, send email to add bill, scan receipt to create expense..etc. All these are already stored in Xero Files.
At each calendar month / financial year end, we able to export/download all the files at year end, which perfectly align with the reconciled records.
Save massive time and never need to worry about keeping your invoice/receipt book somewhere else, and also easy for users if they want to keep a backup of the records. -
Joe Tanham
commented
This will be extremely beneficial for audit purposes. Now that we can directly email invoices to Xero to create the bills with the file attahced, being able to export/download all the files at year end would be a massive time saver.
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Marijo Tanael
commented
Hope you add this feature the soonest possible time. This would be very helpful to those who will set-up another Xero account due to changes in base currency. or make it possible to have an option to change the base currency in Xero in the future.
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Michael McDonald
commented
This would dramatically improve the system.
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Hong Chan
commented
Require as a invoice/receipt book. Very useful for audit purpose.
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John Yates
commented
This is needed urgently. Its required for audit purposes, document retention, and document retention in he event that you no longer require Xero.