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83 results found

  1. Document - Bulk export/print attached files

    Ability to export and print files from Xero in bulk.

    Purpose: To have backup files and audit purposes.

    699 votes

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    283 comments  ·  Documents  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

  2. Documents - Rename files once they are attached

    Ability to rename the files in Xero Files once it’s attached.

    Purpose: To make other users in Xero (the one that doesn’t upload the file) can easily identify the file without having to click it.

    37 votes

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    submitted  ·  8 comments  ·  Documents  ·  Admin →
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  3. Documents - Control/edit the name of PDF documents sent from Xero

    Ability to edit the PDF name when sending PDF attachment from Xero.

    Purpose: Users’ can name their attachment with their business name.

    94 votes

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    38 comments  ·  Documents  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

    Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

    If there are any plans made we'll share here.

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