Settings and activity
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233 votes
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TODD RICHARD MYERS
supported this idea
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676 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 TODD RICHARD MYERS
commented
@Cara Cunniff
You can send the receipt to the client. You just have to tick a box for this (after you have attached the file to the invoice).
TODD RICHARD MYERS
supported this idea
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@Chris Ekins - Look at Hubdoc. Free and owned by/incorporated into Xero.
I push all receipts/invoices to Hubdoc and it uses OCR to start building the transaction for export to Xero. Most importantly you can add tags by client so that you can just download the expense receipts each month by client.
And if you ever want to leave Xero you can just do a bulk download of all receipts.
Don't get me wrong, it is ******** that Xero are not building this essential feature just to try and create more friction in leaving them. But the Hubdoc workflow works pretty well generally and solves this problem for me.