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664 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.
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Lorenzo Conti
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19 votesLorenzo Conti
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5 votes
Thanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
An error occurred while saving the comment Lorenzo Conti
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@Kelly: Correct
Lorenzo Conti
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27 votes
Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
Lorenzo Conti
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111 votesLorenzo Conti
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39 votesLorenzo Conti
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We solved this problem as we ran into this exact issue ourselves, and not just for one-off bulk document exports, also for regular bulk documents exports.
The situation we were in was having to spend hours or days to manually download, group, and reference documents from Xero each time an Innovate UK, Horizon Europe, or other project expense claim was due. That was extremely time consuming, slow and prone to human error.
Over the last months our team has been using instaClaim (https://instaclaim.app/) to connect to Xero and automatically pull invoices and receipts, and export them grouped by project / tracking category and by expense category, along with project expense reports ready for submission, all at the click of a button - it feels like magic!
For projects requiring more extensive evidence, like those funded by Scottish Enterprise, we often use also the bank statement redaction feature, which allows all sensitive information to be automatically redacted from bank statements except for transaction lines matching the project expenses to be evidenced.
For anyone following this thread who needs bulk access to attached files rather than individual downloads, this has covered the use case and more for us, allowing us to get back a lot of our time and produce in a matter of minutes audit-ready project expenses documentation.
https://www.youtube.com/watch?v=WgW0aNUSsKI