Settings and activity
1 result found
-
655 votes
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.
An error occurred while saving the comment An error occurred while saving the comment
John Yates
commented
Hence why I don’t use that upload function anymore. Ridiculous.
An error occurred while saving the comment
John Yates
commented
This is a major flaw in the software provision. It is critical!!
This is so critical that following
my call/email to xero many months back I immediately and totally stopped uploading documents. I now save them to a completely different folder for later use.Summary … the existence of this issue is ridiculous. Sort it out please Xero, and fast!
An error occurred while saving the comment
John Yates
commented
Hi Hong.
You said ... "At each calendar month / financial year end, we able to export/download all the files at year end, which perfectly align with the reconciled records."
Are you able to download and save a full transaction listing with all the invoice attachments as well??
Thanks!
An error occurred while saving the comment
John Yates
commented
This is needed urgently. Its required for audit purposes, document retention, and document retention in he event that you no longer require Xero.
John Yates
supported this idea
·
Well its a little less automated i guess, but im just saving the documents in a folder on my computer/laptop, all saved and backed up using onedrive.
At least then when i eventually stop using xero, i have the documentation required to be retained, without having to get them individually from the system later (can you imagine !!!!!).
The current situation is totally unacceptable. Even for something as simple as a tax office audit, to get the documents required would be far too time consuming.