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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David Legg
commented
As per all the other comments, this isn't good enough.
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mustafa Dincher
commented
It's ridiculous this feature is not there. You have an archive for each company and thier data. This data should be accessible and also the feature of date filter is the simplest of implementations. Xero hasn't even provided the basic master file for attachments which would still be a pain but at ;east everything is one place and you can search or sort through the attachments and keep within the tax laws of evidence. Xero needs to implement this immediately as I have 9 companies with Xero and will be looking to transfer the data and move my business elsewhere that supports the features that should be standard.
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Jeff Pudney
commented
Two posting today about external solutions ( at a cost) to what should be resolved internally. Our local group has highlighted a hesitancy to use Xero in future when there is no understanding of this need to be integral to the actual software. Such a shame as originally Xero showed greta promise that it was not just another Sage or QB.
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Sara Georgiou
commented
We found a great company that can download attachments from Xero called Numerint https://numerint.com/
They are on the app store as well! -
Marieke Jansen
commented
A new Xero add-on has launched to download attachments in a ZIP file: Cashdash: https://www.cashdashapp.nl
It can be used for invoices, bills and bank transactions. -
Jasmine Chioh
commented
Could you please confirm that there is indeed no option to export the attachments by the end of the day? It's frustrating to be provided with a link to view when there's no way to download the attachments. This ends up being a waste of my time.
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Louise Gratton
commented
Considering the law around responsibility and record retention surely this is an essential?
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Wendy Winter
commented
I've been using Xero for a number of years now and have multiple companies using it so we pay quite a bit per month. We've recently closed a company down and find that we can't save all the attachments for the required 7 years by HMRC when we export the data. It's a completely ridiculous omission by Xero not to address this as a priority and I can only imagine they haven't done it to keep people paying. Shame on you Xero. I'll be looking to take my business elsewhere as a result. Fortunately we already have most attachments saved elsewhere otherwise this would be a massive problem and will be for most Xero users in the future.
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Jeff Pudney
commented
If making comment, or reading and agree, please also ensure that you vote for this idea as well. It is currently sitting just outside the top ten requested improvements. It is time for Xero to see how important this is to us all
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Jacolyn Warner
commented
This won't be helpful for many people, but just in case it helps one person....When I found you can't download the files from Xero, I started using Hubdoc, which is seriously limited and clunky but you can easily download files from it - I keep the invoices etc in folders within Hubdoc and download whichever ones I need, whether receipts to go with recharged disbursements, or the monthly purchase invoices. It's not the best, but better than nothing. The main issue I have is not being able to download sales invoices without "printing" each one to a PDF - such a waste of time! These substantial omissions from a basic book-keeping system are crucial to everyday accounting and auditing - but I guess that's what you get from making assumptions on what would be included as standard on an accounting package that claims to be the answer to an accountant's prayers.......
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Tania Gray
commented
Why would this not be a priority? This would be super helpful. We got audited, we had to download each individual attachment for a whole year, big bloody pain and took so long.
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Lorraine Meeks
commented
We have created Numerint that allows you to export Xero attachments with a backup CSV, take a look here to see if it could help you. https://numerint.com/
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Eunice Lo
commented
This is a very important function. We need it.
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Lindsay Moore
commented
The ability to export receipt attachments in bulk format by means of a date range is very important to my organization. I see there is a "files" section but it doesn't include the files I've uploaded as receipts. Please make it possible to have the files I uploaded available so I can bulk download.
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Alexander McAlpine
commented
Just going through the 30 day demo and this is a glaring omission. I'm required to send receipts separately from my invoices so I cannot attach them. If I have to go and download each receipt individually this program is not going to save me time with receipts which was the main reason for trying to 30 day demo. Hopefully the high number of votes will show the importance of this feature. There is already the bulk "Move" option, so why not bulk download.
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Amit Patel
commented
Xero don’t care and won’t help, as per their response they posted on the thread. The system is not fit for purpose and should not be used.
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Aaron Pauk
commented
Our client is moving from Xero Go to Xero standard, not having the ability to seamlessly move across, also no bulk download of the bulk export / print attached files is frustrating - also what are users supposed to do if they cease to use the software but rely on storage, UK legislation requires keeping documents for 7 years?
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Daniel Carr
commented
I just finished a 30-day trial of Xero. I was impressed and thought I'd continue, but having just discovered this glaring deficiency, I will have to change my mind.
It's not just the lack of the feature, it's the response to all these critical requests over the past couple of years. It's plain and simple proof that Xero does what it wants and not what its customer wants. This is the 11th most requested feature here, and they still won't tackle it. BTW, this feature is available from Xero's competitors. Even the ones that charge a lot less for their monthly plans.
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Jeff Pudney
commented
Only 15 more votes for this item to be in the top ten listed ideas. Will this change Xeros attitude to this request? How Xero can ignore what is effectively a legal requirement, when designing an accounting solution that is being sold as automatic and saves time. To quote the website "Get copies of documents and key data stored into Xero automatically." - but does not mention you will not be ble to get it out again with ease!
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Rob Robinson
commented
Clearly Xero have prevented this function from being available to make it frustratingly difficult to leave them. I'm only wanting to move from one Xero account to another but without this function it makes the process a long winded awful experience.