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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Amit Patel
commented
Thats a big issue!! - looks like we have to migrate to another provider then.
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Suzie Evans
commented
We're glad to have contributed to the "accounting systems regulatory" discussion indeed triggered by our "certified fiduciary company" / "official Xero partner" (the reason why we took them). That Swiss advisory company greatly disappointed us by favoring the state against us hence the deeper look into the state of play in this software field which, as a matter of fact, "sucked". Since then, we have migrated to Gimbla with great satisfaction. If that fiduciary company ever dares to send a bill for a Xero subscription we have a counter-attack ready. It's good they get free travel & expenses paid out by Xero but their job is to focus on the PAYING customers. Schmuck The Bozos!
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Abby Bartlett
commented
Kelly,
Thanks for responding to all the pleas on this subject. To be honest, this is a deal breaker for our company and also makes it impossible for me to ever recommend Xero to any other company in the future. I'm not sure what Xero exists for if not to solve basic issues that are this important to its customers. -
Sarah Hart
commented
Sigh.
I guess it's just my bad luck that every single request to bring Xero into line with legal and audit requirements hangs around ignored by the developers for 10 years, and then Kelly Munro pops up to advise that no, despite all our years of investing in Xero, Xero isn't going to fix this major problem either.
Not a single idea I follow has been met with a "yes".
Doesn't breed confidence that Xero will be able to meet new requirements in the future, given it apparently doesn't have resources to "prioritise" requirements that are ten years old. -
I agree can’t be that difficult. I even looked at Zapier but the file says PDF exists but not visible, so it’s not just they haven’t done it they are hiding the files.
I think I’m just gonna move and download the files from my online accounts with suppliers and do the rest one by one.
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Caleb Chamberlain
commented
Yeah, it's been ten years, and this can't be a hard feature to implement. Xero unfortunately isn't a company that can grow with your business.
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Alicia Mellors
commented
Without this ability - there is no point using Xero. We still must maitain hard copy files with regards to APES310 complaince being an external accountant for mutiple clients
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Glen Johannes
commented
I'm sorry, but after commenting and watching this thread for months, it's obvious that Xero doesn't give a f*ck about this essential feature because they know they may lose hundreds, if not more, of their customers instantly if this feature was introduced. This non-feature is purely Xero's stealth way of holding its clients *******.
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Suzanne Shaw
commented
Hello, as a Xero Partner who processes invoices on behalf of clients, this feature is critical when offboarding clients as we must retain copies of bills paid during our service as part of APES 310 client money rules. We've been saving all bills in Xero and are now faced with the only option to download 1000's of invoices 1 at a time. This is not ok.
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Kevin Smith
commented
In response to Kat, I doubt he reads the emails to ceo@xero.com but just in case he does I sent the following message:
"Good afternoon Sukhinder
Welcome to the role of CEO. I hope you enjoy the challenge and take Xero to new heights.
I'd like to bring something to your attention which appears to be an intentional design fault of Xero: Bulk File exports/downloads. Xero offers a very helpful feature where we can easily capture receipts and supporting data in Xero which is much appreciated. Unfortunately the same isn't true of our ability to extract this data which we are required to do for a number of reasons.
This makes it hard for us to recommend Xero to new clients. This relatively minor annoyance, and more importantly the lack of a solution, speaks volumes of the intention and culture which concerns myself and many other Xero users.
There is a thread pleading for this change since 2013 already: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960626-files-bulk-export-print-attached-files
I hope you engage with the Xero community and make this change as soon as possible."
It can't hurt for similar messages to be sent in since all the Xero staff I've tried to talk to have ignored this issue.
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Kat de Bruijn
commented
I just received an email from the new CEO.... with her email address in it! I've already complained, if we all complain at least we have a new set of ears that may hear us! Her email address is ceo@xero.com.
Go for it! -
Juliet Samuels
commented
This is absolutely critical - Xero loses much of its time saving efficiency and any scalability without this. Cannot believe an accounting system could be designed without this. No native search for all documents filed / added to transactions.
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This is important to send existing files to a DMS
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Jane Lee
commented
Any plans to roll this out soon? My auditor is asking me to download all the files for them to check and I have more than 500 transactions.
Edited) Found a comment below from Suzie Evans Jan 3. Seriously considering to move to https://gimbla.com/ now.
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Steve Osborn
commented
This would be super helpful
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BI Department
commented
Do it ASAP
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Valetta Fernades
commented
We need bulk export of attachments with bills, once the batch file is created, so we can submit this report to the final approver (usually the CEO). At the moment we are manually exporting the file which is time consuming.
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Tash Irwin
commented
OK So I tried https://www.synkle.com/ - it charges $399 AUD to download up to 5000 files.
It looks like it does a single bulk download of all the files you have in the system but doesn't seem to allow you to specifically select files.
At that price with no ability to view what you are getting for your money that's a bust in my opinion.
Come on XERO! Sort it out!
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Tash Irwin
commented
Has anyone found reliable third party add-on that can do this. https://www.synkle.com/ was mentioned but it wanted full access to my Google Drive when I tried it. Which made me nervous...
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Tash Irwin
commented
This function would be ideal when reporting on grants received. In particular showing funders the details of what their money was spent on.
Ideally you'd be able to run a tracking summary report and download all of the attachments that had been uploaded to each transaction.