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.
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Kathryn Barnes
commented
Bulk download is a critical requirement for any auditing or HMRC request. If we decide to migrate to a different service, we would have to pay an individual to literally download over 5 years worth of individual receipts from all our staff members.
Absolutely crazy that this is not a function available.
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Gerrard Fisher
commented
some clients insist on this evidence. Do I have to pay an admin staff member to search through and download every single receipt attached to Xero Me expense claims? Seems odd to pay for that service then not receive basic access and outputs.
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Christopher Fellows
commented
option to bulk export files attached to bills/invoices from Xero. If business ceases invoices are required to be available to HMRC for 7 Years. Would make sense to be able to store and access in bulk.
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Robert Flook
commented
I agree. As it is available is certain regions, it sounds like a money grab by Xero to keep you paying for a subscription after you have finished using it. The trouble is, it affects people who need to download files for other reasons. I now have to go through Hubdoc (part of Xero) which can automatically save the picture to an online storage (i.e.Dropbox, Box, etc) but the invoice entry interface is not as good as Xero itself which often leads me to editing invoices in Xero after putting them through Hubdoc. Given the price paid, you would not expect to be trapped this way.
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Kensington Leverne
commented
This is ridiculous. I'm migrating over to another Xero account, to open my Ltd Company account and close my Sole Trade account, and I've just discovered there's no way to export my files. I find this totally unacceptable.
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Kez Halls
commented
I find this answer totally ludicrous. I am still figuring out what I need in xero and have loaded all my receipts and now find I need to pull some out as they are not relevant but I still need my copies.
How can it be that you are not exploring this functionality.
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Hoi Yan Law
commented
Xero Files uploaded - I would like to suggest to have a bulk download/ Download all selection instead of downloading it one by one as of now. I strongly recommend if Xero team can add another bulk download function.
It can helps speeding up and save time.
Thank you !
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Simon Troxler
commented
I need this functionality for the local authorities. All expense claims incl. pictures have to be saved locally.
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Hi I used xport my data in UK and it worked fine for £100
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Amit Patel
commented
Xero is not fit for purpose without this basic audit feature which is required for tax authorities. Your competitors all provide this, and everyone will migrate away over time unless you solve it.
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Jeff Pudney
commented
It looks like this only works in Aust/NZ, not the rest of the world
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Federica Rossi
commented
I confim, I have used https://www.xportmydata.com too and it works well. Only downside is that it doesn't download a PDF copy of the sales invoices and sales credit notes, we had to download them manually one by one. A crazy task indeed. Xportmydata have said that they're working on implementing this feature.
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Ana Grau
commented
If you need a single bulk download I would recommend you use Xportmydata (https://www.xportmydata.com). It will cost you $100 to download all your files. I have looked into this extensively and it is the best option out there.
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Mariete Santos
commented
Hello, I am planning to cancel my subscription with Xero and I have 2630 files attached on Xero that I uploaded over the years. I did not keep the original copies as I believed it was safe to keep it with Xero only.
Can someone please tell me how to download this files from Xero? IRD require to keep records for 7 years. Will I need to pay subscription for the next 7 years only to keep the attached files ???? Please help !!!!
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Freya Pieroz
commented
Here's a screenshot of what downloading each. Individual. File. Separately. looks like right now when using Xero in Chrome. As you can see, the list of downloaded files in the browser covers the navigation buttons, rendering this unnavigable.
Unless you have the time to wait for the dropdown to time-out, which when I'm downloading timesheets for payroll (since holding on to timesheets is required by law, and they can't be attached to pays) I very much do NOT have that time!
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Richard Muller
commented
The German Tax authority (Finanzampt) wants all my receipts and invoices, physically printed out, in date order, along with a spread sheet breakdown, in matching order and are surprised my accountant and software can't provide this. They've recommended I switch accounting packages. After having manually having had to export over 600 digital receipts, I agree, one should not need to do this manually transaction by transaction.
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Sarah Penlington
commented
Kelly Munro,
Can you at least add in the function that all files are attached to individual transactions be directed to your files library? It seems unusual that the files library is so restricted and these are not automatically populated there.
This seems like this should be a standard feature of Xero, not one we have to purchase from the Xero App Store. How does Xero control the security of these apps to download such sensitive information? One would think they would take this with more urgency to address.
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Les Harvey
commented
Agree, should be basic feature
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Meilnda Laxamana
commented
This feature should be available in Xero. I can't believe I have to download hundreds of images individually!
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Ludovic Leforestier
commented
Hello and thanks for your response Kelly.
This is however a legal requirement and the need to be able to export documentation is a must have for an accounting software. From where I stand, it feels Xero is rather prompt at increasing its prices but I've seen little to no functional improvements in the last two years.
Oh and it's not just a batch to export receipts/documentation alongside transactions that we need. We also need to be able to attach receipts to expenses we add onto invoices (for the purpose of charging expenses to clients).