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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Niamh McGuinness
commented
This would be extremely helpful
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Jane Aird
commented
Need this feature as we need to download a large quantity of documents to use as evidence for a grant application, it's going to be a very slow process to do this manually 😫
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Amit Patel
commented
Must have feature for audit
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Mustafa Cihat Gurpinar
commented
Its weird that Xero still not providing this function, will they wait starting to lose customers because they cant have backups?
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Sabrina Pernas
commented
This is actually essential to avoid uploading files twice and be able to have everything in the same place
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Susan van den Elzen
commented
Lynn Tan Jan 6 and Lisa Cardno Jan 12, both your comments are so valid and on point. This is not to say everyone else's comments are not valid, it just highlights how Xero is could make the application even more valuable and easier for its users. Working a solution to reduce double handling of this issue will solidify long term loyalty and cement the highly valuable 'subscription' income it enjoys. It is only a matter of time when some genius youngster will deliver a more comprehensive solution. Come on Xero, take a look at this.
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Darren Broadby
commented
If uploaded files are not easily downloaded (without needing to open every invoice or bill separately) it's virtually impossible to have a paperless system as there's no alternate way of viewing or backing up - and given so many short comings of Xero and they are clearly not interested in any real issues raised - sadly the best option seems to leave Xero for a more practical platform.
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Lisa Cardno
commented
When our second approver goes into Xero to view the payment batch it takes alot more time to click through the bill to a copy of the invoice to view. If we could export all invoice copies associated with that payment batch into a PDF file then this person could have the PDF open and payment batch open side by side and cast their eyes over the actual invoices as they go. Much easier than us having to print these out for them to view which goes against the whole point of uploading and approving online.
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Lynn Tan
commented
Should have the ability to export all bills attachment as a backup for Company. It is double work for the User to "Snap" photo using Xero app and yet, has to scan another copy to own email / drive to keep a record.
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SRNA Admin
commented
This is a critical feature to be able to download all relevant attachments when it comes to bills and invoice. Do the right thing please and allow this or provide a simple function to the underlying folders.
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Suzie Evans
commented
Migration to Gimbla completed yesterday. 2 days for downloading manually all evidences, 1 day for the migration itself (trial balances Xero / Gimbla, invoice / bills deletion, etc) - don't forget to remove API links - and a few hours to explain (well financially too) to the fiduciary company why they should rather defend their customers, good governance, best practices and possibly regulation by influencing their sponsor Xero instead of enjoying posh travel & expenses something like once a year. This world is definitely inverted but we're gonna change it ;-) Take care all; see you on other platforms.
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Caleb Chamberlain
commented
A bit of an oversight. Xero says the following: "You're responsible for keeping records of data entered in Xero, so we recommend you regularly perform your own back ups." (https://central.xero.com/s/article/Export-data-out-of-Xero-US)
But Xero provides no utility to download attachments on transactions for backup purposes.
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Suzie Evans
commented
It's now decided, we're leaving Xero for good moving to https://gimbla.com/ However, the migration will be painful and lengthy exactly because we have to download audit elements one by one; the price to pay for freedom.
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Haozheng Li
commented
this task has been voted for the top long-standing, but still no feedbacks
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Haozheng Li
commented
it is unreasonable to waste our time on such simple and repeating tasks
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Haozheng Li
commented
xero is a listed company, but cannot solve this simple issue within almost 10 years?
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Haozheng Li
commented
As you've found, there isn't another way to download all files for one bank account or to download them in bulk. You'd need to need to click each file one by one to download it.
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Chris Williams
commented
This feature important for us too when recovering expenses from clients. Will look at alternate accounting software
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Matthew Arnold
commented
It's really disappointing that Xero cannot do something this basic. It's a requirement for us, and we will likely not use Xero because of it.
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Richard Mowbray
commented
Doesn't appear to be much third-party software out there that can do this.
Has anyone had any experience with this application: https://www.synkle.com/ ?